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Events

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Teach Give Inspire Fridays

When : September 20, 2019 | 10:00 AM – 12:00 PM EDT

Where : 12615 Tribunal Ln Potomac, MD 20854


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Cooper’s Hawk Winery and Restaurant

When : September 20, 2019 | 10:00 AM – 12:00 PM EDT

Where : 12615 Tribunal Ln Potomac, MD 20854


    how we work

    We’re here to help you make investments that align with your lifestyle.

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    who we are

    Brett Bernstein, CFP® CEO & Co-founder
    Brett Bernstein, CFP® CEO & Co-founder
    Brett Bernstein, CFP® CEO & Co-founder
    FULL TEAM

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Wondering if there might be something more you and your money could do?

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