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 over $250 million in assets for various clients. Our advisors and client service professionals are required to pass general securities licenses and advisors must possess or work towards the CFP® designation. Members of our team are individually licensed as:
Our Core Values
Our core values are the foundation of everything we do at Plotkin Financial Advisors. They define who we are, what we do, and how we do it. We base our philosophy on the strength of our relationships. Clients and associated professionals will always have an open line of communication with us, built on the dependence on quality and integrity.
Put not your trust in money but put your money in a trust
-Oliver Wendell Holes
Contact Us Today
Let’s talk about your financial goals and how
Plotkin Financial Advisors can realize them.