Beliefs

Freeing you to spend time doing the things that matter most

You have spent your adult life saving and building wealth. What is it all for? What does it get you? We are the single point of contact to manage multiple facets of your financial life so that you get on living! We believe your advisor should: pursue excellence. Find genius. Communicate clearly. Be transparent. Be proactive. Seek to simplify. Treat you as family. Community involvement that makes a difference is a value we hold dear. We are dedicated to our client base and are thankful for the ability to put our skills and experience to work. However as community members, parents, and professionals we possess an even broader sense of responsibility to our community and those less fortunate. That is why many employees serve on numerous charitable boards,  providing guidance to organizations and devote their time to volunteering. We are proud to support the following charities and organizations:

• www.sowhatelse.org
• www.diabetes.org
• www.bullis.org
• www.alz.org
• www.nromusic.org
• youthfortomorrow.org
• American Cancer Institute
• American Red Cross
• Americares
• Amity Club of Washington
• Best Buddies Maryland
• Bullis School
• Children’s Cancer Foundation
• Children’s Hospital
• EagleBank Foundation
• Fuccile Foundation
• Georgetown Preparatory School
• Holocaust Museum
• Jewish Women International (JWI)
• Juvenile Diabetes Research Foundation
• Kingman Boys & Girls Club
• Maccabi USA
• Make-A-Wish Foundation
• Operation Home Front
• Prader Wili Foundation
• St. Elizabeth’s Church
• Temple Beth Ami
• Temple Beth El
• The GW Cancer Institute
• UVA Student Aid Foundation