About Us
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:
- Certified Financial Planner™ (CFP®)
- Series 7 General Securities Representative License
- Series 65 Uniform Investment Advisor Law License
- Series 24 General Securities Principal License
- Series 53 Bonds Municipal Securities Principal License
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.
FIDUCIARY RESPONSIBILITY
We must always do what is best for the client.
EVALUATION
Provide ongoing advice and guidance about each clients’ specific situation.
INDEPENDENCE
Our independence and flexibility, provide investment strategies that align with our clients goals and objectives.
INNOVATION
Encourage innovation and creativity through on-going due diligence meetings and a continuous study of the latest changes in the portfolio and financial planning disciplines.
Integrity
We are in the business of making profound differences in the lives of our clients and their families, through our core values of honesty, integrity, independence, innovation, objectivity and fiduciary responsibility.
ALWAYS DO WHAT IS BEST FOR THE CLIENT
We're in business to do what is best for our clients. Our clients are why we're able to do what we love.
Our Leadership
Put not your trust in money but put your money in a trust
-Oliver Wendell Holes
Shimshon Plotkin, CFP®
President & Financial Advisor
Kristi Murphy
Executive Vice President of Client Operations
financial industry since 1997, with
the last 16 of those years being
spent with the Plotkin team.
Erich M. Imphong, CFP®
Financial Advisor
Contact Us Today
Let’s talk about your financial goals and how
Plotkin Financial Advisors can realize them.
