Glover Park Wealth Management, LLC was founded to build, grow and protect the assets of our clients. We provide wealth management and asset management services for individuals and institutions. We are a registered investment advisory firm located in Glover Park, Washington, D.C.

As a CERTIFIED FINANCIAL PLANNER&trade; at Plotkin Financial Advisors, LLC I am in the business of 
making a difference in the lives of clients and their families. I am guided by the core values of 
honesty, integrity, independence, innovation, objectivity and as a fiduciary of clients' 
interests. As an independent firm, we are free to craft financial plans and make recommendations 
that fit our clients best. The services and investments we recommend are based on what is in the 
best interest for our clients and their families. My firm's comprehensive wealth management service is a refined process that helps to define and 
clarify the financial landscape for the clients we serve. Together, we help you and your family 
work towards your financial goals. What - Provide clients with sound advice regarding every aspect of their financial lives. How - I utilize our proprietary Legacy Program method to design a customized wealth management 
plan. Why - I believe comprehensive financial planning is the foundation of achieving your desired 
lifestyle.

We work with clients that value a financial advisor that helps them reach their financial goals. Your situation is unique, how you respond to challenges and situations can be unique, but our priority to stay focused on your goals never changes. We help you talk about, define, and revisit your goals, and we work to adjust the plan to stay aligned with your goals. We focus on: financial planning, investment management, tax efficient strategies, retirement strategies, small business retirement plans, education planning, estate planning.

Associates of Egan, Berger & Weiner, LLC  focuses on financial planning and coaching. We guide our clients to their dreams by skillfully navigating them through the myriad of life's financial decisions. We foster an environment for our team where they will achieve competitive greatness in their careers while simultaneously realizing their personal aspirations.

We are a small boutique firm designed to solve problems. We make your life easier.
To schedule an appointment click here: <a rel="nofollow" href="http://calendly.com/glenn-25" target="_blank" data-saferedirecturl="https://www.google.com/url?q=http://calendly.com/glenn-25&amp;source=gmail&amp;ust=1598713530130000&amp;usg=AFQjCNH3tLaAqO9kCHYTBGoqooP5UZYMCA">calendly.com/glenn-25</a>

There should be a more endearing term for "client" as you are more than just people we work for. To us, you're more than a balance sheet and risk tolerance data. Our clients are people who open up and share with us their aspirations and goals, their obstacles and fears. They share so much more with us; anecdotes from their childhood, news about their growing families, stories of their travel adventures, news of their child's acceptance into their college of choice, and celebratory news of their recent promotion or business success. They also reveal their less exciting, or sometimes devastating news; being laid off at work, an unfortunate automobile accident, a pending divorce, details about a recent medical diagnosis, and the death of a spouse, parent, or loved one. Our clients entrust us with the personal aspects of their lives; and together we celebrate their victories as well as mourn their losses. Surely, there must be a more endearing term for our clients.

In our view, there is only one financial risk: not having the money to do the things you want to do. Our job is to make sure that you can. We build lasting relationships with our clients by gaining a true understanding of what is important to them. Our comprehensive planning and disciplined approach provides integrated solutions to make sure that our clients can successfully achieve their visions.

NTS Bearing is a registered branch of Arete Wealth Management LLC., member FINRA, SIPC & NFA. NTS 
Bearing offers the professional experience and investment knowledge of Mr. Nilos T. Sakellariou, 
CFM, who for over 27 years has helped high net-worth individuals and prominent families achieve 
their financial goals, grow & preserve their wealth and build lasting legacies for their future 
generations and loved ones. Using a private family office model, Mr. Sakellariou manages his firm within the parameters of 
his core principles: trust, knowledge, integrity, discretion and an unwavering focus on overall 
investment results. The firm's emphasis on the private family office model ensures a level of 
service which distinguishes and sets NTS Bearing apart from the standard cookie-cutter mentality 
prevalent at the big-name investment houses. The firm is uniquely positioned to offer customized 
investment strategies tailored to each client's unique circumstance. Mr. Sakellariou's 
proprietary CORE Equity Strategies and Defensive Capital Appreciation Methodology provide unique 
opportunities for those clients who desire more breadth from their investment portfolios. I sincerely invite you to contact us to fully appreciate how my firm can enhance your family's 
financial future.

Scarborough Capital Management was founded on the belief that everyone deserves access to high quality financial advice.
In the late 1980&rsquo;s, many financial firms were focused on serving the wealthy. Scarborough set out to provide something different. We wanted to offer a service that was practical for everyone, not just a small percentage of the population. So we introduced 401(k), 403(b) and Thrift Savings Plan management services to American workers in the heartland.
Soon after, we broadened our scope to offer comprehensive financial planning, so we could help clients simplify their entire financial lives.
Our evolution didn&rsquo;t stop there. Several years later, we saw that our clients were busy and often didn&rsquo;t have time to drive to our offices for meetings. So we were one of the first firms to offer &ldquo;virtual&rdquo; advisory services. This allowed us to begin serving people from coast to coast.
Fast forward to the present day&hellip;while we&rsquo;ve expanded, we&rsquo;ve remained a close-knit team of professional advisors with a lot of shared history. Everyone on our team shares a passion for providing practical advice so you have the best chance of reaching your goals.
Most importantly, we have adhered to our founding beliefs:
<ul>
<li>Financial advice must be practical. We act more like a financial coach instead of old-fashioned &ldquo;stock broker&rdquo;. There&rsquo;s nothing we love more than helping you map out all of your financial goals&hellip;.then helping you work toward them one by one!</li>
</ul>
<ul>
<li>Getting advice must be convenient. You&rsquo;re busy, so we interact with you whichever way you prefer: in person, or by email, phone and online conference.</li>
</ul>
Thirty years later, we now oversee more than $1 billion in assets. We&rsquo;re incredibly honored to serve as a trusted partner for so many individuals and families.

I take a client-first approach focused on helping my clients navigate through the complex and emotional financial decisions that surround their lives. I concentrate on doing three things for my clients and ask one in return. I help them: - Simplify their financial lives - Generate the necessary returns and income to sustain the lifestyle they desire now and in retirement - Build a legacy for the ones they love and the things they care about. What I ask in return: should my clients have a question on anything financial, I expect to be the first phone call.

ReFrame Wealth was born as a vision of a safe space where financial planners and clients could work together to solve money puzzles, realign resources and goals, and live a life that honors who they are on the inside. We make a commitment to deliver sound, approachable, and accessible financial advice and to help clients do more good in the world.

Find the best financial advisor in Washington, DC. Our Financial planners offer a wide range of services including Retirement planning, Estate Planning, Education Planning, and Wealth/Portfolio Management.

Find the right advisors to meet your financial planning needs in Washington, District of Columbia

List of Qualified
Financial Planners in Washington, District of Columbia

Michael T. Jobe

Glover Park Wealth Management, LLC

Erich Imphong

Plotkin Financial Advisors, LLC

Young Park

Victrix Investment Advisors

Bryan Beatty

Egan, Berger and Weiner, LLC

Glenn Fischer

Fischer Wealth Advisors (FWA)

Darren Colananni

Centurion Wealth Management

Doug Miller J.D.

Northwestern Mutual

Nilos T. Sakellariou

NTS Bearing-Total Wealth Management.

Scarborough Capital Management

Scarborough Capital Management

Geoffrey Burroughs

Harbor Investment Advisory

Frequently Asked Questions

FIND A
FINANCIAL
PLANNER

Popular Articles

Find the right advisors to meet your financial planning needs in Washington, District of Columbia

List of Qualified Financial Planners in Washington, District of Columbia

Glover Park Wealth Management, LLC

Plotkin Financial Advisors, LLC

Victrix Investment Advisors

Egan, Berger and Weiner, LLC

Fischer Wealth Advisors (FWA)

Centurion Wealth Management

Northwestern Mutual

NTS Bearing-Total Wealth Management.

Scarborough Capital Management

Harbor Investment Advisory

Frequently Asked Questions

FIND AFINANCIALPLANNER

Popular Articles

List of Qualified
Financial Planners in Washington, District of Columbia

FIND A
FINANCIAL
PLANNER