Estate / Financial Planning


Financial Planning mdIn the 21st century, preserving and protecting wealth is more complex than ever. Markets are uncertain. Tax codes are changing. Government regulation is increasing. And society is growing more litigious.

It’s a challenging task to manage wealth and deploy tax-efficient strategies that will ensure your legacy is enjoyed by your family and future generations. To protect your wealth wisely, you need an edge – your own team of proven financial advisors in Northern Virginia, Maryland and DC that will develop custom financial solutions for your unique circumstances. That’s where the FBS team can help.

In Touch with Today’s Investor

With more than 30 years of experience providing financial planning and wealth management services, Financial Brokerage Services has the know-how and reputation you’re looking for. We’re the financial advisor scores of DC, Virginia and Maryland business owners, executives, entrepreneurs and affluent individuals trust to help them achieve and/or maintain financial independence, enjoy a fulfilling retirement and leave a lasting legacy. Our expertise encompasses the following:

  • Estate planning
  • Projecting your assets for retirement and survivor income
  • Analyzing your cash flow and income tax liabilities
  • Minimizing tax liabilities
  • Reviewing your investments, and assessing risks & returns
  • Identifying and recommending investment strategies
  • Monitoring your investment portfolio
  • And much, much more!


Leading-Edge Expertise, Technology & Services

Because our clients demand it, Financial Brokerage Services works on the very edge of financial planning. We deliver in-depth analysis, objective advice and next-generation financial products and services – all backed by state-of-the-art planning tools and technology.

We also work in close collaboration with our clients’ other trusted advisors, including accountants and attorneys. Our team approach ensures that the guidance we provide is always comprehensive, consistent and ongoing as your circumstances and goals change.

The Financial Planner DC Investors Trust with Their Financial Planning & Wealth Management Goals
Financial Brokerage Services provides full-service financial planning and wealth management services for individuals like you. To speak with a representative, call (301) 320-2000.