Bethesda, MD

Financial Advisors in Bethesda, MD

Our Bethesda-based financial advisors offer personalized financial planning and investment management services to individuals and families. We help our clients make confident, informed decisions about their finances, whether they’re preparing for retirement, planning their estate, or growing generational wealth. Our team also has deep experience serving women, specifically those going through major life milestones such as losing a spouse, the birth of a grandchild, or going through a divorce or remarriage. If you're searching for a financial advisor in Bethesda, MD, our team is ready to support your financial goals.

4800 Hampden Lane, Suite 520
Bethesda, MD 20814

(301) 656-3999

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What Our Clients Say

Hear directly from the individuals and families we serve about the trust, guidance, and personalized experience they’ve found working with our team.

Kate & her team are always available to answer questions & give guidance. Their response time & specifically addressing our needs is why we have continued to recommend her to our friends!! Kate’s depth of knowledge and expertise has given us confidence to address our retirement planning & financial future. We are so grateful!

We’ve been clients for 15 years, and we’ve been consistently pleased. The team is always professional, always quick to respond to any query, and they always provide exemplary advice and service. I respect them so much, I’ve introduced numerous friends to them. They are top-shelf in our opinion.

^{Important Disclosure: Testimonials were provided by current Beacon Pointe clients who are not being compensated. No material conflicts of interest exist as the clients did not receive any material incentives or benefits for the testimonial. Testimonials are based on an individual’s experience with the firm and are not representative of any other person’s experience. These testimonials do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.}