Plotkin Financial Advisors Now Accepting a Limited Number of New Clients

June 26, 2012 - PRLog -- Plotkin Financial Advisors, LLC, a wealth management firm in Chevy Chase, MD is now accepting a limited number of new clients in the metropolitan Washington, DC area.  As a fee-based firm, Plotkin Financial Advisors works with select clients who have at least $1,000,000 in investable assets or more than $5,000,000 in net worth to engage in wealth building.

The Plotkin Financial Advisor ideal client is passionate about their goals and realizes that achieving them requires both money and planning, enjoys the simplicity, freedom and confidence that comes from having all of their financial assets under the watchful eye of a trusted financial advisor, and allows their financial advisor into their financial lives on an intimate level so that a true wealth plan can be tailored specifically for them.
The element that separates Plotkin Financial Advisors from other financial planning firms in the area is that every decision that these CERTIFIED FINANCIAL PLANNERS™ make is based on the core values of the firm. These values include fiduciary responsibility, integrity, independence, innovation and objectivity.  

In addition to many of the services offered by Plotkin Financial Advisors, for clients with at least $1,000,000 in investable assets, Plotkin Financial Advisors will pay for the client’s annual federal income tax preparation and will preparation.

For more information, please contact Mary Beth Healy at 301-907-9790 or via email at mbhealy@pfallc.com.


Securities offered through Independent Financial Group, LLC, member FINRA/SIPC.  Advisory services offered through Plotkin Financial Advisors, LLC, a registered investment advisor.  Plotkin Financial Advisors, LLC and Independent Financial Group, LLC are not related entities.