WHY WE'RE DIFFERENT
Our core values shape every interaction that we have with our clients, and we are proud to provide exceptional customer service at every stage of the financial planning process.
INDEPENDENT
As an independent firm, we measure our success by the success of our clients. We believe every client deserves a dedicated, transparent, and committed financial partner. That’s why our staff pursues the highest level of financial certification, registering as IARs to ensure that we are putting our clients’ needs first.
EXPERIENCED
Our team of RIAs has more than 50 years’ experience in the financial industry, advising clients in all areas of personal finance. Joe Gallagher’s frequent appearances on WUSA TV demonstrate his expertise and broad command of the financial markets and the investment industry. We have guided clients through the best and worst times of their lives, remaining a constant partner throughout all challenges.
COMPASSIONATE
We want lasting relationships with our clients and their families, and strive to provide financial guidance that spans across generations. We will celebrate in your triumphs and provide ongoing support in times of crisis, and we are personal, empathetic, and caring.
TRANSPARENT
Our mission is to grow and preserve your wealth, without exception. We recommend products and services because we believe they are truly in your best interest. The advice and guidance we provide is the same we would give to our closest friends and family.
FORWARD-THINKING
We recognize that technology is changing the financial landscape, and we have been quick to integrate these tools into our business. Our partnership with EMoney makes it easy to check your account balances, statements, and financial progress through an innovative platform.