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 Great Day To Start Your Financial Plan In Washington DC
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
Advised Brokerage Accounts Are Better Diversified, Reports Schwab
Charles Schwab’s has published its' latest SDBA Indicators Report, a highly regarded, industry-leading benchmark on retirement plan participant investment activity within approximately 137,000 self-directed brokerage accounts (SDBAs). The report stated...
Market Commentary – February 19, 2019
Why did the stock market do that? The great mystery of stock markets reared its head last week. With no clear driver, the Dow Jones Industrial Average gained more than 3 percent, while the Nasdaq Composite and Standard & Poor’s (S&P) 500 Index...
Active Portfolio Management – How We Do It!
Research Financial Strategies specializes 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 our...
Market Volatility – Precautions are useless after a crisis!
As you probably know, there has been a lot of market volatility in recent months. Being a financial advisor, I get asked a lot of questions, even from people who aren’t my clients! Some ask if it’s a good time to invest in the markets, or if they should be...
Valentines Day Thoughts
Me and You. True Love. Be Mine. People have been giving candy hearts with little messages on them for Valentine’s Day for over 100 years. But most likely not this year. A new company purchased the rights to the sweets but announced they would not have...
Market Commentary – February 11, 2019
Central banks take a turn. At its first policy meeting of 2019, the U.S. Federal Reserve changed direction. After four rate increases in 2018, Chair Jerome Powell announced interest rates were on hold. Last week, banks in the United Kingdom, Australia, and...
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For over 25 years, Research Financial Strategies has been serving Washington DC 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 Washington DC!
Let’s Talk!
Annuity, Annuities, Fixed Annuity, DC, Variable Annuity, Annuities
Contact
Phone
301-294-7500
Address
2273 Research Boulevard
Suite 101
Rockville, Maryland 20850
Financial Advisors