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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.
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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 advisor, 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
Weekly Market Insights: Mixed Message From Fed Chair, Governor
Stocks finished the last week of June and Q2 mixed as investors digested a fresh round of economic data. The Standard & Poor’s 500 Index slipped 0.08%, while the Dow Jones Industrial Average also dipped 0.08 percent. The tech-heavy Nasdaq Composite gained 0.24...
Inflation Drops; Fed Changes Outlook
“It ain’t over ‘til it’s over.” Words of wisdom from baseball legend Yogi Berra. And words that Fed Chair Jerome Powell has taken to heart. “Inflation has eased over the past year but remains elevated,” Powell said following the Fed’s June meeting. In other words, “it...
Weekly Market Insights: Stocks Rise Modestly Over Short Trading Week
Stocks edged higher over the four trading days last week, with the three major averages taking turns leading based on various economic and artificial intelligence (AI) news. The Dow Jones Industrial Average rose 1.45 percent–its best week since May–while the Standard...
Weekly Market Insights: Market Enjoys Gains, Reacting To Major Reports
Stocks notched a solid gain last week, driven by the Fed’s decision, May's inflation report, and Apple’s AI-related news. The Standard & Poor’s 500 Index rose 1.58 percent, while the Nasdaq Composite picked up 3.24 percent. The Dow Jones Industrial Average, which...
Weekly Market Insights: Solid Week Despite Mixed Reports
Stocks rose last week despite conflicting stories from economic reports. The Dow Jones Industrial Average inched up 0.29 percent while the Standard & Poor’s 500 Index powered ahead 1.31 percent. The Nasdaq Composite led, picking up 2.38 percent. The MSCI EAFE...
Weekly Market Insights: Stocks Sag On Downbeat Economic Indicators
Stocks edged lower in the final week of May as fresh news on economic growth and inflation failed to inspire investors. Stocks Slide Markets shrugged off news that the Q1 Gross Domestic Product was revised lower to 1.3 percent from the initial estimated 1.6 percent....
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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 free, no-obligation consultation by either filling out our contact form or by calling us at 301-294-7500. We are here for you!