Bethesda
Serving D.C. Metro Area Families and Businesses
Bethesda
7315 Wisconsin Ave.
Suite 800W
Bethesda, MD 20814
Buckingham's Bethesda team believes each client is distinct, requiring a customized, comprehensive wealth management plan. We build deep relationships with clients to understand their specific situations, goals and dreams to better offer unbiased, transparent, evidence-based advice. With experience in investing, tax planning, charitable giving and business operation, our team uses that knowledge to solve the many complexities of our clients’ financial lives.
Our team has been serving the Washington, D.C., area since 2001, previously as ARK Financial Services before joining Focus in 2018. Today, we collaborate with other industry specialists at Buckingham to provide peace of mind by managing the many complexities of our clients’ financial lives. Our goal is to give our clients confidence that their financial strategy is helping safeguard the future for generations to come.
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What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.
Enjoy some of our latest resources
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December 16, 2024
Student Loan Repayment Outlook: What You Need to Know
Navigating the ever-changing student loan landscape can be a challenge, especially with a new administration taking office next year.
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December 02, 2024
2025 Tax Planning: Considerations and Opportunities
While there’s still some uncertainty around future tax policies, the election results give us a clearer path for planning. Here are some key tax considerations and opportunities to keep in mind as we move into 2025.
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November 18, 2024
Cybersecurity and Social Media: Keeping Your Financial Information Safe
Fraudsters are always trying to steal personal information, which can have serious financial consequences. Although social media is a common target, you can take a few simple steps to safeguard yourself against theft.
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