Wellness advisor for families in Chevy Chase, Maryland

Plotkin Financial Advisors LLC, located in Chevy Chase, Maryland, is a finance institution dedicated to providing outcome-driven comprehensive financial and retirement planning services. With a focus on bringing financial clarity, optimizing portfolio income, building and preserving wealth, and delivering family office service, Plotkin Financial Advisors upholds a fiduciary duty to serve the best interests of their clients for long-term wealth management. Their customized approach to financial planning helps clients clarify their goals, plan for the future, and build a legacy. Founded in 2003 by Shimshon Plotkin, Plotkin Financial Advisors is an independent investment advisory and financial planning firm registered with the Securities and Exchange Commission (SEC). Their team oversees hundreds of millions in assets for various clients in the Washington, DC metropolitan area. They offer complimentary and comprehensive income tax and estate planning services through their Signature Services program, as well as retirement income planning to determine a suitable portfolio allocation for clients' income needs.