Business Owners & Partners

At Hightower Bethesda, we know that your business is part of your legacy. You’ve built your business with hard work and integrity, and we want to help you preserve this precious asset. That is why we offer a variety of services for the unique needs entrepreneurs and business owners have. From risk mitigation analysis to tax planning strategies to comprehensive financial planning, we bring experienced wealth management to the table so you can continue to focus on your business and personal goals.

Why you should hire us as your wealth manager

Business owners operate differently than most investors. We understand that running and eventually exiting a business can be emotional and requires an extra level of sophistication when it comes to retirement planning. From constant cash flow management to a more detailed tax planning, at Hightower Bethesda, we take every step into account with your best interest at heart all along the way.

We also collaborate with your other advisors, such as your business and personal CPAs, estate planning attorney, and business lawyers to make more informed decisions when it comes to your portfolio allocation and risk mitigation. We act as your personal CFO, so you can focus on your business and your family. 

Planning your exit

Most entrepreneurs and business owners didn’t get in business thinking about exiting. When the time comes to think about what’s next for you and the implications it might have on your retirement planning, we are here for you. We offer consultative services to support your business and its financial future before you exit and guide you through the emotional transition to make sure your legacy is preserved. Whether you are passing your business to the next generation or selling a portion or all the equity you have created, we help you make sustainable financial decisions with your personal financial goals in mind.

Liquidity Event Planning

How we help you

At Hightower Bethesda, we believe that you deserve to enjoy the results of your tenacity and passion. Like you, we’re dedicated to building something extraordinary that lasts. Let us help you manage your wealth so that you can pursue your goals – while enjoying life one day at a time. With that in mind, we offer a wide range of services that will help you achieve your personal financial goals before or after you decide to transition from your business.

Hightower Bethesda’s planning services include business valuations, succession and exit planning, risk management, tax management, retirement planning, reviewing buy-sell agreements and assisting in evaluation capital structure of deals. Our planning incorporates personal financial planning for the owner, and also leverages our trusted advisory network of outside specialists when needed.

Our investment services help business owners evaluate retirement plan options, manage 401(k) plans for employees, and develop an investment portfolio and asset allocation strategy to diversify the business owner’s investment holdings.

Learn more about our personalized financial services.


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Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.

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