Bethesda Logo White

Simplify your financial life.

Liquidity Event Planning Download Now

Empowering you to make smart financial
decisions as we grow and protect your capital.

Meet The Team

Your Personal CFO

We act as your personal CFO, coordinating the work of your other trusted advisors, acting as the central hub for your family and financial life and maintaining a thorough understanding of your financial goals and aspirations now and as they change.

CFO Process


Steady returns. Low volatility. That is the hallmark of our investment philosophy. Our team collaborates and reviews your investments and allocation, so you can stay focused on reaching your long-term objectives. Your assets will be allocated among fixed income, equity, and alternative strategies.

Alternative Investments
Bethesda Index Team Photo

We are a growing, multi-generational, multi-disciplinary team of experienced fiduciary financial advisors and dedicated client service professionals serving the greater Washington D.C. area. With average experience of over 20 years advising clients, our cross-functional team have witnessed multiple economic crises, bubbles, and recoveries from many vantage points and the insight we have gained is invaluable. Today, we have the talent, tools and strategies to help secure your financial future.


Featured Podcasts

Bethesda Alternative Investments Podcast Logo

If you invest your money strictly in stocks and bonds, it’s time to start approaching your investments differently. Learn more from Stephen Rosen, Managing Director, Partner at Hightower Bethesda.

Invest Differently

Bethesda Everything Money Logo

Let us help you make smarter financial decisions. Learn more from our Director of Financial Planning, Leah Jones.

Everything Money

Bethesda Her Divorce Source Logo

Let us help you make smarter financial decisions. Learn more from our Director of Financial Planning, Leah Jones.

Her Divorce Source

Jeff Leventhal Barron's 2023 Top 1200 List

All Awards

Learn More About Hightower Bethesda

Bethesda Logo

Legal & Privacy
Web Accessibility Policy

Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary

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.

© 2024 Hightower Advisors. All Rights Reserved.