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  • MD 301.770.5234
  • VA 703.790.5999 or LMA 703.827.2300
  • CO 970.668.5700
  • BrokerCheck
our services

Helping you work towards your financial goals, every step of the way
For
advisors

Whatever your current background is in an investment advisory capacity, We can help you think about, address, and execute on the decision to go independent.

Our
Services

The Wealth Advisors offers very personalized and consultative financial services. We take our fiduciary responsibilities to heart.

Brokerage
Services

Brokerage Services through our affiliated broker dealer.

meet our team

Financial guidance you can depend on
  • Brett Shane Bernstein, CFP®
    CEO & Co-founder
  • Rob D. Kantor
    CIO & Co-founder
  • Curtis Congdon, CRPC®, CFP®
    President
  • Michelle P. Cooper, JD, MBA
    Partner & Director, XML-W - Women, Wealth and Wellness
  • Jason Elliot Klopman, CFP®
    Senior Wealth Advisor, Partner
  • J. Eric Wightman
    Senior Wealth Advisor, Partner
  • Jack May, CFP®
    Senior Wealth Advisor
  • Lauren O’Brien, CFP®, CPA
    Senior Wealth Advisor
  • David Margulies
    Senior Wealth Advisor
  • Noorjahan Enayat, CFP®
    Senior Wealth Advisor
  • E. Ronald Lara, CFP®
    Senior Wealth Advisor
  • Beth Levine
    Senior Wealth Advisor
  • Kevin Patrick Peters, CLU®
    Wealth Advisor
  • Carlos Fuentes
    Associate Wealth Advisor
  • Steven Collins
    Wealth Advisor
  • Sharon Abbey
    Wealth Advisor
  • Sasha Chelekhov, CFP®, CES™, MBA
    Wealth Advisor
  • Paul Corley
    Wealth Advisor
  • Robert Abel, CPA
    Wealth Advisor
  • Judith M. Tiktin, CPA
    Wealth Advisor
  • Robert Walterman
    Wealth Advisor
  • John James Sciuto
    Wealth Advisor
  • Stacey Lee
    Client Service Associate
  • Gina M. Neild
    Client Service Associate
  • Janine E. Gonzaga
    Client Service Associate
  • Debbie Rayman
    Client Service Associate
  • Susan A. Harpe
    Director of Operations
  • Michelle Mitchell
    Director of Client Services
  • Jaime Brown
    Client Service Associate
  • Marie Gaetjens
    Client Service Associate
  • Claire Lolich
    Client Service Associate
  • Theresa Kosma
    Client Service Associate
  • Nicole Minns
    Client Service Associate
  • Jennifer Szaro, CRCP®
    Chief Compliance Officer
  • Todd Kullen
    Chief Operating Officer
  • Richard Leed Jr, CPA, CGMA, MSA
    Chief Financial Officer
  • Jonathan Lowe
    Director of Trading

Why Us?


Because we knew we could do better for our clients...

We strive to be a premier independent wealth services since first opening in 2004.  We feel experience, knowledge and taking a fiduciary approach in the unique needs of each client are the cornerstones to servicing clients. We focus on a first-class experience to address every aspect of our client’s portfolio needs, whether they need: asset titling and estate planning, philanthropic planning, tax planning, comprehensive insurance planning, retirement preparation, and investment management.

As an independent financial services firm, we are not beholden to proprietary products. We focus on both long-term objectives while taking a practical approach to the client’s daily needs, and what is our client’s best interest.

 

industry recognition

To see our various awards and recognition
The Focus Partnership

To see more about our partnership with Focus Financial
Philanthropy

Community involvement that makes a difference...
get in touch

our offices

Three locations to better serve our clients
rockville
Rockville, MD
Rockville, MD

One Preserve Parkway
Suite 120
Rockville, MD 20852


T: 301.770.5234
F: 301.770.4929

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rockville
Falls Church, VA
Falls Church, VA

7600 Leesburg Pike
Suite 120 East
Falls Church, VA 22043


T: 703.790.5999
F: 703.749.8588

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rockville
Frisco, CO
Frisco, CO

P.O. Box 2744
610 Main Street, Unit 13
Frisco, CO 80443


T: 970-668-5700
F: 970-668-5701

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