Our Story

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 has 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.

Witness Our Client-first Approach

Today’s plans. Tomorrow’s path to progress.

How do we make the most of your path? Our financial advisors bring their personal experiences, specialties and talents together to optimize your wealth and achieve long-term objectives. We also know that no two paths are the same. That’s why we provide customized financial planning strategies to help individuals, families and business owners keep to their own paths toward rewarding futures.

Our fiduciary commitment. It goes beyond trust.

We serve our clients, their families, and their businesses as fiduciaries. A fiduciary is an individual in whom another has placed the utmost trust and confidence to manage and protect property or money. It is a relationship in which one person has a legal obligation to act for another’s benefit. This is more than financial trust. This is the fiduciary standard. We take this responsibility — our responsibility to you — very seriously. In fact, it’s the guiding principle of our entire practice.

CLIENT SERVICE | PERSONALIZED SERVICE | CUSTOMIZED STRATEGIES

Client service is the hallmark of our practice.

While our team has been honored with industry recognition and awards for its financial acumen and wealth management success, we find our deepest satisfaction comes from developing relationships with our clients. We pride ourselves on our attention to details.

Your relationship is very personal to us.

Our approach to wealth management involves developing deep client relationships, including a detailed process that provides us with a clear and comprehensive understanding of all your needs, not just your financials. We’ll know the name of your pets.

We don’t think like everyone else.

Hightower Bethesda provides custom financial planning strategies to help individuals, wealthy families and business owners meet their life goals. Our services transcend wealth management to include divorce planning, ESG investing, tax strategies and exit planning. We want to foster confidence and drive change in our clients’ financial lives.

Learn More About Hightower Bethesda

OUR STORY
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