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Are you looking for more control over your company’s finances and investments?

Do you want to start a retirement plan for your small to mid-sized business?
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Being a successful business owner is built on more than just big ideas.  A true entrepreneur is a rare breed; it's someone who possesses a unique blend of traits, skills and characteristics that enable them to beat the odds and go after dreams full throttle.

Small business owner and entrepreneurs are highly motivated people. They are driven to make their companies successful. They are always on the go, and they try to seize every opportunity. But that single-minded focus can take a toll on other aspects of life, including managing one’s personal finances.

Too many times business men and women experience the “Superman Syndrome” and try to do it all when it comes to business operations. 

Research Financial Strategies understands small businesses. We started as a small business and we have learned which personal financial issues keep business owners up at night and interrupt their focus on their companies. With our knowledge and experience as financial advisors, we are in the position to help with that stress by becoming partners in the management of any business owner's long-term financial future. We have been providing financial planning for businesses and business owners in the Maryland, Virginia and Washington, DC, area and all over the USA for nearly three decades.

We're Here For You

Our team of financial professionals are well equipped and understand the unique challenges that are ahead for you as a business owner.  At Research Financial Strategies, we take a unique approach to our planning. We believe that each client has something unique about them, something that they want to achieve during retirement.

Finding the right financial plan requires you to focus on your short-term financial needs and long-term financial goals. There is no cookie-cutter approach.

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This is a very personal decision.  You will need someone to do your taxes and help you plan for retirement?  What about insurance to protect you and your family?  Do you need a long-term financial plan?  Do you like to do your own research and let someone else just validate and give you a second opinion?” 

Start Financial Planning Early

In creating financial plans for entrepreneurs in all types of businesses, we have learned which personal financial issues keep business owners up at night and interrupt their focus on their companies during the day. With our knowledge and experience, we are in able to offload that stress by becoming partners in the management of any business owner’s long-term financial future.

Our business financial planning services for small-business owners take into account both family priorities and business needs. We carefully develop financial plans that take advantage of opportunities to build security for entrepreneurs and their families. Our services include:

  • Asset allocation and ongoing investment management advice
  • Retirement plan design and selection
  • Risk management
  • Estate planning
  • Cash flow management
  • Planning for new investors, partners or successors

We offer a no-obligation consultation. Find out how we will develop and monitor a long-term financial plan designed for your unique needs. With new confidence that your financial future is on the right track, you can get back to the business of building your legacy.

Investment Advisor For Businesses

In addition, executives and business owners often need help addressing the challenges of maximizing corporate benefits, planning stock option exercise, and managing single stock risk.

We are here for you every step of the way. From startup to retirement. And everything in between. Every journey starts with a vision - a picture in your mind's eye of where you want to go and what you want to experience when you get there. Going solo can be fun, but travel can be so much better if you have a partner. The same goes for investing. Having a trusted partner can make all the difference in how you successful you will be in making your financial goals a reality.

Are you a  physician and need a Financial Advisor?

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Truly Objective Advice

In addition, executives and business owners often need help addressing the challenges of maximizing corporate benefits, planning stock option exercise, and managing single stock risk.

We have gleaned valuable insights and best practices over the past 25 years acting as a fiduciary and investment advisor to some of the regions larger retirement plans that we can apply to your wealth planning and investment challenges.  Our size provides us with access to best-in-class investment managers that we couple with customized planning services delivered by experienced financial advisors.  Our conflict-free business model means that our advisors’ interests are aligned with yours. They have no predetermined products to sell and are in a position to offer truly objective advice.

Why Research Financial Strategies?

We act as fiduciaries. Simply put, we must act in our clients’ best interests at all times.  Additionally, our clients never experience a corporate “push” of proprietary products.  Our independence allows us to provide specific investment and/or financial planning recommendations without any exclusive affiliations to sway our focus from keeping your interests and needs first.  This objectivity safeguards that we will always view planning and investment strategies solely in the well-being of your overall financial picture.

Our Services

Retirement Planning

Achieving business success requires significant planning and preparation, but this should not come at the expense of securing a comfortable life in retirement.

Wealth Management

By aligning with a fiduciary wealth advisor, a business owner & their family has an advocate to help achieve long-term financial security.

Insurance Review

Protecting the properties, assets, and lifestyles of those with wealth and fame requires sophisticated expertise, tailored solutions, strict privacy, and exceptional service that can only be achieved through a trusted advisor relationship with a qualified insurance broker.

Mortgages/Real Estate Planning

It’s of utmost importance that when planning for the future, a business owner takes into consideration their finances- mortgages and real estate stability being an important part of their financial future.

Charitable Giving

Many entrepreneurs & business owners look back to their communities to give back to their favorite charities. Charitable giving can make a huge impact not only on fundraising but can build local awareness for a fundraising campaign. We can help with your most personal financial decisions.

Family College Savings Plans

Many small business owners desire to take care of their families. One way to help ensure success of siblings and other family members is to set up a college saving plan. Success breeds success. We can help.

Family Trusts

Family trusts & estate planning for business owners can be a challenge. For most clients, estate planning takes into account wealth that will be accumulated over many years. A business owner’s wealth is sometimes seasonal & erratic.

Large Purchase Counseling

Very often with new found wealth comes the desire to spend it. With a solid and responsible financial plan in place, these large purchases can be enjoyed for a lifetime and even for many generations.

What Drives Us

Our Mission

One of the common mistakes business owners make when they build out their team of advisors is to assume that their local family financial advisor is qualified to work with them.  Unfortunately, one size does not fit all. And experience counts.

Most financial advisors may be able to construct an standard, cookie cutter investment portfolio. But very few specialize in working with business owner and entrepreneurs with uneven cash flow, uncertain job security and lack of financial expertise. Plus, many are often targets of lawsuits, investment scams, and the other complexities that come along with being a business owner in today’s world.

Working with business owners requires a comprehensive approach – looking at their entire financial picture. Both today and in the future, not just investments. Because as you would hire the best surgeon to fix your injured knee, we feel business owners and entrepreneurs should do the same when it comes to managing their wealth.

Owners of businesses of all sizes always will have very unique financial needs. Evaluating and planning not only in the short term but also for long-term needs is an especially important step for them.  An objective and experienced advisor is an important partner to create comprehensive financial plans that address the present as well as the future.

Our team of financial professionals are well equipped and understand the unique challenges that awaits ahead for you.  At Research Financial Strategies, we take a unique approach to a financial plan tailored around “YOU”, our client:

  • Discovery – seeking to understand what your goals and visions are on & off the field and what roadblocks may be in the way.
  • Game Plan – creating a tailored plan and strategy is the key to success in your career and your financial life; helping take you to the finish line.
  • Execution – implementing the game plan designed to make your incredible visions a reality.
  • Reevaluate – continually working with you to review and maintain the implemented game plan and ensuring it evolves as you do. As life happens, we will be there with you.

At Research Financial Strategies, our success depends upon a detailed understanding of the needs of each of our clients.  The foundation of our strategy is an in-depth discovery process, allowing us the ability to best understand your concerns, goals and values.  It is recognized that your financial future represents a significant emotional investment, but we also know that it is critical to manage that future with process and logic rather than emotional reactions.  Our team will create a detailed plan custom-made to your unique situation. Research Financial Strategies proprietary methodology that leverages technical analysis means we can avoid the pitfalls of institutionalized money management—and focus instead on achieving real returns for each client.
When you’re choosing a Wealth Manager, you need to be sure they’ll listen to your requirements and support you in achieving your objectives.  With Research Financial Strategies, you can be confident that together, we will develop a relationship on your terms.

We are here for you!
Contact us today for a no obligation meeting.