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.
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 6/21/2021
How Are Your Investments Doing Lately? Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio > June 21, 2021Our Mission Is To Create And Preserve Client Wealth Is that a hawk?The Federal Reserve Open Market Committee (FOMC) met last...
Father’s Day Tribute
Father's Day Tribute June is the month for Father’s Day — but it’s also the month for family vacations and road trips! Whenever I plan a vacation with my family, I think back to all the trips I took as a kid. When I do, the first things to come to mind...
Weekly Market Commentary 6/14/2021
How Are Your Investments Doing Lately? Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio > June 14, 2021Our Mission Is To Create And Preserve Client Wealth It’s transitory. It’s not transitory. It’s transitory. It’s not...
Significant Shrinkage
Significant Shrinkage Buffeted by Inflation Is it time to double check your household budget? Chances are the budgeted expenditures of the vast majority of Americans are about to get buffeted. Or so says the Oracle of Omaha. In the latest shareholder...
Weekly Market Commentary 6/7/2021
How Are Your Investments Doing Lately? Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio > June 7, 2021Our Mission Is To Create And Preserve Client Wealth Pulling the economy out of the shed.If you’ve ever stored tools or machinery...
Weekly Market Commentary 6/1/2021
How Are Your Investments Doing Lately? Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio > December 9, 2021 Our Mission Is To Create And Preserve Client Wealth Are we at a tipping point? One side effect of the pandemic was a...
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
