Find a Financial Advisor in Bethesda

Connect Your Money with Your Life

Our financial advisors in Bethesda, Maryland – and the Washington D.C. area – work with families and businesses to curate personalized plans that help reach their goals. For us, it’s about putting our clients’ needs above our own and having integrity throughout the entire process. As financial advisors and fiduciaries, our role is to help you, listen to your concerns as well as your dreams, and help you feel confident about your financial and life goals.

Our team makes it their purpose to develop personalized financial plans that go the extra mile for families in the greater Washington D.C. area.

Our comprehensive services include financial planning, risk management, business planning and wealth management.

OUR FOCUS IS TO CONNECT YOUR MONEY WITH YOUR LIFE.

Financial Planning

Wealth Management

Risk Management

Resources

Investment Process

The investment process is the workhorse behind any sustainable investment strategy. It provides an orderly way to create and maintain a portfolio aligned with specific goals and objectives while seeking to manage investment risk.

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The Family Budget: Financial Empowerment at Your Fingertips

 

Managing family finances has become more complex than ever as the economy, job market and family structures have all undergone dramatic changes in recent years. American families continue to evolve at a rapid pace, resulting in new and complex financial concerns and challenges. When is the last time you sat down to review your family budget? Read this free guide for important tips on budgeting, savings and insurance.

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10 Questions to Determine if Your Advisor Meets Standards

 

You may be in isolation, but that doesn’t mean you’re alone. Your team of professionals – from your advisor, to your insurance providers, to your bank – should be going to work for you in these unprecedented times. But how do you know if you’re receiving the value you should from your financial advisor? We put together 10 questions to help you determine how much value you’re receiving from your advisor.

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HOW FAR ARE YOU From Being Ready for Retirement?

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Our Advisors

Marc S. Schliefer

CFP®, RICP®
Partner & Wealth Advisor

Hunter Hart

CFP®, ChFC®
Wealth Advisor

Primary Services Areas:
Bethesda, Washington D.C., Baltimore, Rockville, Potomac, Gaithersburg, Alexandria, Falls Church, Fairfax and more.

Disclosures:
This location offers advisory services only and is not affiliated or registered with Cetera Advisor Networks LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.