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WELCOME TO RESEARCH FINANCIAL STRATEGIES

Our Mission Is To Create And Preserve Client Wealth

Financial 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

Investment 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

We specializes in providing financial advice using a proprietary investment methodology that leverages technical analysis to identify and protect our clients against stock market risk.

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.

We are dedicated to helping you protect and manage your assets, prepare for retirement and life’s events, and develop a legacy that benefits your loved ones and future generations. As your financial partner, we listen and respond to your needs using clear, simple language. We offer personal service, seek to develop innovative strategies, and pledge to lead you with great care along the path to pursuing your goals.

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 Financial News

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

Most Popular
from our Financial Advisors

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
Consumers Expect Better Days Ahead

Consumers Expect Better Days Ahead

Many consider the University of Michigan the gold standard for reporting on consumer sentiment and trends. Among its 50 monthly reports, the most well-known is the "UMich Consumer Sentiment" survey, which measures consumer confidence. I also follow the University of...

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EVs―The Next Big Thing

EVs―The Next Big Thing

EVs―The Next Big ThingAn Interesting EmailWe recently received an interesting email from a reader of our RFS website. Katie Griffin is a Senior Communications Specialist at EcoWatch.org, a group devoted to disseminating information on the environment to help reduce...

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Bitcoin – There’s No There There

Bitcoin – There’s No There There

The Big Guys Move InOn September 13, 2022, the biggest of the big guys on Wall Street came out with a rather earth-shaking announcement. None other than Fidelity, Citadel Securities, and Charles Schwab have launched a new cryptocurrency exchange. In the words of the...

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Special Message

Special Message

Look! Have You Noticed? Listen to any politician or any news commentator these days, and they always begin a discussion or answer a question like this: Look, when I served in the Senate …. Look, as I wrote in my last column …. Look, if the Republicans won’t …. Look,...

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For over 25 years, Research Financial Strategies has been serving families and businesses as their financial 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!

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