Financial Professionals ProfilesSPONSORED CONTENT
Seated (L-R): Ashley Iddings, Ted Leasure, Michele Walthert, Bill Schwartz Standing (L-R): Mark Schwartz, Max Meltzer, Chris Kiessling, Robin Dobbs, Jonathan Rosner
12435 Park Potomac Ave. Suite 500
Honors and Awards
Included in Barron’s list of top 50 Independent Advisors, our team carries 16 different professional designations including strong representations of CFP®s, JDs, and CPAs.
What services do you or your firm provide?
We take traditional wealth management and seek to go beyond. Our broad team carries extensive experience in a variety of niche areas, but some of our greatest collective strengths include expertise in thoughtful, collaborative and personalized financial planning, customized lending solutions, charitable giving, assistance in tax and estate planning, and providing guidance and education to the next generation of our client families. Regardless of the task at hand, our aim is to simplify the financial lives of our clients as much as possible.
What is your investment approach?
Simply put—Independent. Tailored. Disciplined. Using a diverse mix of investment strategies that can include non-traditional investments, we craft disciplined portfolios that seek to meet desired goals without taking undue risk. Our advisors are supported by an internal investment committee and dedicated internal research staff who provide steady guidance on asset allocation, portfolio construction and manager selection with an unwavering commitment to independence.
What makes your client experience unique?
We pride ourselves on delivering a proactive team-based approach that coordinates seamlessly with outside advisors and goes beyond the norm to incorporate all aspects of our client’s financial lives.
What made you want to become a professional adviser?
Many of us come from backgrounds in consulting and accounting, and this is reflected in our style. We all saw a better way to deliver financial advice at some point, and we bring that consultative spirit to our work every day.