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Simplify your financial life.

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

OUR GUIDING PRINCIPLES

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

Investments

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.

Alternatives

Planning for Liquidity Events

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Many business owners find themselves underprepared financially and emotionally for the ramifications of a successful sale of their company. Planning early to reduce the effective tax rate on a potential transaction can be just as important as increasing the earnings multiple to be used in the calculation of the selling price. Learn about planning opportunities for business owners.

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Featured Resources

Leah Jones Forbes' 2024 Top Women Wealth Advisors Best-in-State

All Awards

Learn More About Hightower Bethesda

OUR STORY
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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 brokercheck.finra.org. 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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