Outcome Driven Comprehensive Financial & Retirement Planning

We are in the business of making a profound difference in the lives of our clients through bringing financial clarity, optimizing portfolio income, building and preserving wealth, and delivering family office service. Our platform is predicated on objectivity and upholds a fiduciary duty to serve your best interests for long-term wealth management.

Our Services

Our Financial Planning Services

Plotkin Financial Advisors customized approach to financial planning focuses on helping you clarify your goals, plan for the future, and build a legacy.

Our investment process starts with a comprehensive financial plan, which articulates how we are to tailor your investments for you and your household.

Plotkin Financial Advisors’ (PFA) Signature Services program offers complimentary and comprehensive income tax and estate planning services to eligible clients.

Our retirement income planning process analyzes the income sources you have available and determines a portfolio allocation that is suitable for your income needs.

Who We Are

A Strong Set of Values
& Goals is Infused.

Plotkin Financial Advisors, LLC, is an independent investment advisory and financial planning firm registered with the Securities and Exchange Commission (SEC). Founded in 2003 by Shimshon Plotkin,
Shim’s vision was to provide personalized financial planning and asset management services to high net worth clients in the Washington, DC metropolitan area. Today, his team oversees Hundred of million’s in assets for various clients.

In addition, PFA is registered with the SEC and as a Registered Investment Advisor.
Financial Planning Plotkin


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We also provide services in:
Ocean View, DE 

Boca Raton, FL