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

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

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.


CEO Image

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:


12
OCT

Smarter Charitable Gifting Under the New Tax Law

The ability to receive a tax break from charitable giving has been significantly impinged upon by the new tax law that became effective this year. The good news, though, is that tactics exist which will allow you to preserve your charitable tax deductions in certain situations.

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08
AUG

Nothing Says Heading Back to College Like Legal Documents

When I would drive back to school in Ann Arbor each September, I was able to cram all of my stuff into my green AMC Matador. (Sweet ride.) My two, oversized stereo speakers took up most of the back seat. As I wandered off to college, neither my parents nor I considered the need to address possible legal issues involving potential health care treatment. It was a simpler time.

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