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

Weekly Market Commentary – December 10, 2018

We’re off to a slow start. December is usually the best month of the year for the stock market. It has been since 1950, according to Randall Forsyth of Barron’s, but not so far this year. Two issues made investors particularly uncomfortable last week which...

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Trade War Update

For about a week after Thanksgiving, market volatility was like the rest of us – sleepy and stuffed with turkey. The markets themselves took advantage, with the S&P 500, Nasdaq, and Dow all posting their biggest weekly gains in years.1 And on Monday,...

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Social Security Increases Benefits by 2.8% for 2019

The pay raise for Social Security recipients is the largest since 2012, and over 67 million Americans will see the increase in their payments beginning in January.  The Social Security Administration has announced a cost of living adjustment (COLA) to...

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Weekly Market Commentary – December 3, 2018

Hold on to your hats! Recently, stocks have delivered a wild ride. During Thanksgiving week, U.S. stock markets took investor uncertainty on the chin, suffering a 3.8 percent drop, which was the worst performance in eight months. Then, last week, stocks...

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End of Year Financial Tips

I guess I do not have to remind you that the end of the year is quickly approaching? Holiday lights are popping up around the neighborhood and retailers are rolling out their seasonal displays. And it is only a matter of time before your social media feeds...

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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, Maryland 20850
Financial Advisors