Independent | Why We Are Different

Trust

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.

Wealth

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.

Responsibility

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.

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.

A Strong Set of Values and Goals is Infused Into Every Relationship.

Who We Are

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.

At PFA, we’re in the business of making a difference in the lives of our clients and their families. We are guided by our core values of honesty, integrity, independence, innovation, objectivity and as fiduciaries of our clients’ interests. As an independent firm we are free to craft financial plans and make recommendations that fit our clients best. The services and investments we recommend are based on what is in the best interest for our client.

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

In addition, PFA is registered with the SEC and as a Registered Investment Advisor. Our advisors are also individually licensed as representatives with Independent Financial Group, LLC member FINRA and SIPC.

Our Blog

Shim Plotkin, President of Plotkin Financial Advisors, Elected to the REISA Board of Directors

January 10, 2013/0 Comments/in Uncategorized /by Plotkin Financial Advisors

PRLog (Press Release) – Nov. 13, 2012 – Plotkin Financial Advisors, LLC is proud to announce that Shim Plotkin, President of Plotkin Financial Advisors, has been elected to the Real Estate Investment Securities Association (REISA) Board of Directors. On his election to the board, Shim said “A strong and resourceful REISA will undoubtedly help all […]

About Plotkin Financial Advisors, LLC

Check the background of this firm on FINRA’s BrokerCheck at http://brokercheck.finra.org/
FINRA: http://www.finra.org/ | SIPC: http://www.sipc.org/

©2020 Plotkin Financial Advisors, LLC | 8401 Connecticut Avenue | Suite 400 | Chevy Chase, MD 20815 | 301-907-9790 | Fax: 301-907-9793

Securities offered through Independent Financial Group, LLC, a registered broker-dealer, member FINRA/SIPC Broker securities available to residents of Alaska, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Maryland, Massachusetts, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, and Virginia.

Advisory services offered through Plotkin Financial Advisors, LLC, a Registered Investment Advisor. Plotkin Financial Advisors, LLC and Independent Financial Group, LLC are not related entities

Registration with the United States Securities and Exchange Commission (SEC) does not imply a certain level of skill or training or that the SEC has approved or verified the advice or services offered by Plotkin Financial Advisors.

Hyperlinks are provided as a courtesy. When you link to a third part website, you are leaving our site and assume total responsibility for your use of these sites. Information provided is from sources believed to be reliable, however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor.

Trust

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.

Wealth

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.

Responsibility

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.

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.

A Strong Set of Values and Goals is Infused Into Every Relationship.

Who We Are

Our Blog

Contact Us Today

About Plotkin Financial Advisors, LLC

Check the background of this firm on FINRA’s BrokerCheck at http://brokercheck.finra.org/ FINRA: http://www.finra.org/ | SIPC: http://www.sipc.org/

Check the background of this firm on FINRA’s BrokerCheck at http://brokercheck.finra.org/
FINRA: http://www.finra.org/ | SIPC: http://www.sipc.org/