Research Financial Strategies

Looking to get your Financial House in Order?
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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.

– Jack Reutemann, CEO & Founder

Your Peace Of Mind Is Our Priority

Our conflict-free business model means that our advisors’ interests are aligned with yours. They have no commissioned products to push and are in a position to offer truly objective advice.  We have gleaned valuable insights and best practices over the past 25 years that we can apply to your wealth planning and investment challenges.

Your Research Financial Strategies personal Financial Advisor will help you figure out how to pay for life’s great adventures!

In our experience, we’ve found that the most successful solutions begin by asking the right questions

We gain a broader perspective of your goals and the future you wish to create

Personal Investments

The process of managing your money can be complex and, at times, overwhelming. The relationship with your financial advisors shouldn’t be. Our goals are to keep things simple, continually keep you informed and ahead of the curve, and inspire confidence in the path you travel.   Learn More

Retirement, Retirement Planner, Virginia, Retirement Advisor, Retirement Adviser, Rockville, Maryland

Retirement

At Research Financial Strategies, we focus on helping retirees and those preparing for retirement to maximize their finances throughout their semi-retired and non-working years.  Learn More

College Saving & Trusts

If you have children, chances are you’ve given at least some thought to saving for college. In fact, pretty much every new parent we talk to has it near the top of their list of financial priorities.  Learn More

Need A Consultant?

Our focus is on your life and priorities. Not just your portfolio. That’s why we start by listening and learning about you. Each individual client has different needs and concerns that need to be addressed. And because we carefully listening to those concerns, we will gain important information that will help us to best serve our clients and help protect their financial futures.

Recent News

Weekly Market Commentary 8/10/2020

Weekly Market Commentary 8/10/2020

How Are Your Investments Doing Lately?  Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio > August 8, 2020Our Mission Is To Create And Preserve Client Wealth There was good news and bad news in last week’s employment report.The good...

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Weekly Financial Market Commentary August 6, 2020

Weekly Financial Market Commentary August 6, 2020

How Are Your Investments Doing Lately?  Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio > August 6, 2020Our Mission Is To Create And Preserve Client Wealth Last week delivered a mixed bag of financial and economic news. As many...

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Navigating Bear Market 17 & Covid19 Webinar

Navigating Bear Market 17 & Covid19 Webinar

How Are Your Investments Doing Lately?  Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio > This Webinar zeroes in on Technical Analysis and Active Management—two strategies that protect your assets in times of trouble. Our equity...

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