Find a Financial Planner in Chevy Chase, MD

 

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We Only Work With The Best Chevy Chase Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Chevy Chase, MD


  • Financial Advisor Close to Chevy Chase, MD

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Chevy Chase Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Chevy Chase area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planning is a financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in Chevy Chase, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
23.6% of Chevy Chase's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Chevy Chase area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is a good way to ensure that your asset base is bequeathed to the appropriate beneficiaries and is properly in accordance with estate tax laws. Comprehensive estate planning in the Chevy Chase area consists of more than just writing a will; it also requires setting up trusts, naming an executor, funeral arrangements, and more.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Chevy Chase area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Chevy Chase area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Maryland has unique laws defining which actions trigger a taxable event and has the 12th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Chevy Chase area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Chevy Chase area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

The Value of Working With the Best Financial Planners in Chevy Chase, MD


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Chevy Chase, MD

We evaluated over 13,000 RIA firms to bring you the best of the best Chevy Chase financial advisors.
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How Retirement-Friendly is Chevy Chase, MD?

  • Population: 2,973
  • % of Population 62 Years and Over: 23.6%
  • Average Home Value: $1329,000
  • Average Monthly Housing Cost: $3,780
  • Average Household Income: $404,000
  • Maryland Total Tax Burden: 9.32% (12th Highest in U.S.)
  • Maryland Property Tax: 2.67% (20th Lowest in U.S.)
  • Maryland Individual Income Tax: 3.89% (3rd Highest in U.S.)
  • Maryland Sales and Excise Tax: 2.76% (10th Lowest in U.S.)


The Top Financial Advisor Firms in Chevy Chase, MD


NEW CENTURY ADVISORS, LLC

Website

(240) 395-0550

2 Wisconsin Circle
Suite 940
Chevy Chase, MD 20815

SEC#: 801-61423
Years in Business: 18 years

FORT, L.P.

Website

(301) 986-6940

2 Wisconsin Circle
Suite 1150
Chevy Chase, MD 20815

SEC#: 801-79113
Years in Business: 7 years

INTERVEST LTD

Website

(301) 951-4455

2 Wisconsin Circle
Suite 910
Chevy Chase, MD 20815

SEC#: 801-26390
Years in Business: 35 years

PLOTKIN FINANCIAL ADVISORS, LLC

Website

(301) 907-9790

8401 Connecticut Avenue
Suite 400
Chevy Chase, MD 20815

SEC#: 801-85168
Years in Business: 6 years

CARDEROCK CAPITAL MANAGEMENT, INC.

Website

(301) 951-5288

2 Wisconsin Circle, Suite 600

Chevy Chase, MD 20815

SEC#: 801-28840
Years in Business: 34 years

ROUMELL ASSET MANAGEMENT, LLC

Website

(301) 656-8500

2 Wisconsin Circle
Suite 640
Chevy Chase, MD 20815

SEC#: 801-60837
Years in Business: 19 years

ARLINGTON CAPITAL PARTNERS

Website

(202) 337-7500

5425 Wisconsin Avenue
Suite 200
Chevy Chase, MD 20815

SEC#: 801-73842
Years in Business: 9 years

ARTEMIS REAL ESTATE PARTNERS

Website

(240) 235-2022

5404 Wisconsin Avenue
Suite 1150
Chevy Chase, MD 20815

SEC#: 801-74217
Years in Business: 9 years

FCP

Website

(240) 395-2000

4445 Willard Ave
Suite 900
Chevy Chase, MD 20815

SEC#: 801-74428
Years in Business: 9 years

SOAPSTONE MANAGEMENT L.P.

Website

(212) 319-1438

5404 Wisconsin Ave
Suite 1000
Chevy Chase, MD 20815

SEC#: 801-108028
Years in Business: 4 years