Research Financial Strategies
Financial Advisor
Rockville, Maryland

Corporate Headquarters
2273 Research Blvd
Suite 101
Rockville, Maryland 20850
301-294-7500

Research Financial Strategies is a private wealth management firm that was established in 1991 to provide fee based investment advice.  We are a Registered Investment Advisor  with the Securities Exchange Commission.  We specialize in providing financial advice using a proprietary investment methodology that leverages technical analysis to identify and protect our clients against stock market risk.

Research Financial Strategies provides families, individuals and foundations with an alternative to institutionalized and impersonalized money management. A privately-owned, independent, and financially secure firm, Research Financial Strategies pursues without conflict the greatest potential in each client’s wealth.

Currently Research Financial Strategies has over 400 Million under management serving clients in 45 states. Jack Reutemann, CEO & Founder, is well known nationally as a speaker and money management expert and is a frequent guest on CNBC, Fox News, CNN, and other local and national media.

Rockville Financial Advisor, Financial Advisor Rockville, Financial Advisor Rockville Maryland, Investment Advisor Rockville, Advisor Near Me Rockville, Rockville Maryland, Rockville, Retirement Advisor Rockville, Investment Advisor Rockville, Money Manager Rockville, Financial Planner Rockville, Rockville

WELCOME TO RESEARCH FINANCIAL STRATEGIES

Our Mission Is To Create And Preserve Client Wealth
Investment Advisor

WELCOME TO RESEARCH FINANCIAL STRATEGIES

Our Mission Is To Create And Preserve Client Wealth
Retirement Advisor

WELCOME TO RESEARCH FINANCIAL STRATEGIES

Our Mission Is To Create And Preserve Client Wealth
Financial Advisor

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 Insights: Fed Talk Boosts Stocks

Weekly Market Insights: Fed Talk Boosts Stocks

Stocks posted their best week of the year, sparked by news that the dovish Fed decided to keep rates steady and signaled three rate cuts were still possible this year. Stocks Bounce Back As widely expected, the Fed left rates unchanged at the conclusion of its two-day...

read more
Weekly Market Insights: Second Week Of Stock Retreat

Weekly Market Insights: Second Week Of Stock Retreat

Stocks fell for the second straight week on inflation concerns despite a report on consumer prices that was initially well received by investors. Stocks Slide Tuesday was the only bright spot during the week as stock prices rose after the Labor Department report...

read more
The Fed’s Drive To 2% Inflation

The Fed’s Drive To 2% Inflation

February isn't over yet, but the Cleveland Fed has released its projections for a few key economic markers. Why are these markers important? The Fed likes to look at the Consumer Personal Expenditures (CPE) to gauge whether or not their plan to curb inflation is...

read more

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

6Lc_psgUAAAAAA9c7MediJBuq3wAxIyxDSt73c9j