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We take care of your
finances so you can
enjoy everything
else in life.

A Fee-Only, Independent Financial Advisor
Located in Potomac, MD

pdfForm CRS - Advisor Relationship Summary

Financial Advisor

Planning

We work closely with you to determine your goals and how you are going to achieve them.

Financial Advisor

Investments

We implement a sound investment strategy geared to match your individual objectives.

Financial Advisor

Retirement

We are committed to helping you realize your financial future.

We offer customized, non-proprietary solutions solely in 
 our clients’ best interest.

Let's chat.


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A message from the Founder.

"I love empowering people to discover new and creative solutions to enhance their financial situation.“

Bruce M. Wiener, Principal

From our Blog:


18
OCT

How Technological Advances Impact Inflation as Measured by CPI

The somewhat controversial Consumer Price Index (CPI) considers two factors in determining the changes in the cost of goods and services. The simple part is the change in price.

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01
SEP

How Six U.S. Stocks Dominate

The combined market capitalization of the FANMAG stocks (Facebook, Apple, Netflix, Microsoft, Amazon, and Google) exceeds that of every major country, except for China. The remainder of the U.S. stock market -- excluding the FANMAG stocks -- is still the largest market in the world.

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