WELCOME TO RESEARCH FINANCIAL STRATEGIES

Our Mission Is To Create And Preserve Client Wealth

WELCOME TO RESEARCH FINANCIAL STRATEGIES

Our Mission Is To Create And Preserve Client Wealth

WELCOME TO RESEARCH FINANCIAL STRATEGIES

Our Mission Is To Create And Preserve Client Wealth

Everything we do starts with learning what is important to you.  Understanding your unique story is vital in the development of a financial plan with your best interests in mind.
Connect with us to learn more.

For You

Our goal is to help you preserve and grow capital while minimizing volatility. By integrating alternative investments and various non-correlated investment strategies, we strive to create a more stable investment experience.

Wealth Management

Our approach is to create a holistic financial plan for you. The foundation of this planning process is rooted in our independence. This allows us to align our interests with your priorities.

Exceptional Service

Our team-based planning process and service approach allows us to deliver the personal touch and experience that clients love. You will have a team that proactively reaches out to you on a regular basis. This ensures that we are constantly keeping up with the evolution of your life and your wealth management needs.

The Process

With an “education first” approach, Research Financial Strategies ensures that our clients understand how their money is being invested. We guide the development of financial plans that help you achieve your goals for personal wealth and retirement security.

Today is a Good Day to Start Your Financial Plan

Everything we do starts with learning what is important to you.  Understanding your unique story is vital in the development of a financial plan with your best interests in mind.

Your investment needs, aspirations and financial goals are just that – yours. And your financial plan should reflect that. We can provide you with just the right combination of financial service, support and guidance that make the most sense for you.

Why settle for an off the shelf investment program?  We’re here to provide you with personalized financial planning based on your goals, your time frame and your tolerance for risk.  We’ll also be there to help you each step of the way in your pursuit of your personal financial goals.

Recent News

Words to Live By – Change

A major part of my job is helping people reach their financial goals in life. Over the course of my career, I’ve found that while things like planning, saving and investing are crucial, they’re not as important as qualities like perseverance, hard work,...

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Weekly Market Commentary – October 15, 2018

Like an unexpected gust of wind that blows the hat off your head or flips your umbrella inside out, last week’s stock market performance startled investors. Looking back, it’s easy to identify some of the factors that may have contributed to investors’...

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How rising interest rates are affecting the markets

It’s October, which means autumn is upon us. But this year, it’s not just the leaves that are falling. The markets have been falling, too. On Wednesday, October 10, the Dow slid more than 800 points. The S&P 500 fell for the fifth straight day. And the...

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Weekly Market Commentary – October 8, 2018

The stock market tends to be a leading economic indicator. Last week offered some insight to economics and stock market behavior. The U.S. unemployment rate reached its lowest level since 1969 and wages moved higher, yet major U.S. stock indices lost...

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Words to Live By #1 – Perseverance

A major part of my job – perhaps the most important part – is helping people reach their financial goals in life. Over the course of my career, I’ve discovered that while things like planning, saving, and investing are crucial, it’s equally important to...

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Don’t Be Deceived By Mutual Funds

Best Mutual Funds? Since the bull market run started 9 years ago, how many mutual funds would you guess outperformed the stock market? If you are thinking 500, 200 or even 20, you are very wrong.  In fact, not one single mutual fund has beaten the market...

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For over 25 years, Research Financial Strategies has been serving families and businesses as their investment advisor.
Let us put our money management expertise to work for you.  Set up a no obligation consultation by either filling out our contact form or by calling us at 301-294-7500.  We are here for you!

Let’s Talk!

 

 

Contact

Phone

301-294-7500

Address

2273 Research Boulevard
Suite 101
Rockville, MD 20850-3264
Financial Advisors