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Our Financial Services

Plotkin Financial Services

We focus on helping clients achieve their financial goals

At Plotkin Financial Advisors, we take a holistic view of your finances and invest accordingly. We’ll listen to what you want from us so that our core values can be tailored specifically for each client’s unique needs — whether it means helping with retirement planning or just getting started on an investment portfolio strategy!  Learn more about our services below.

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Financial
Planning

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

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

Everyone will not have a taxable estate. However, regardless of the size of your estate, it remains important that we keep you current on any potential liabilities associated with your estate.
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Retirement
Income Planning

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

Everyone will not have a taxable estate. However, regardless of the size of your estate, it remains important that we keep you current on any potential liabilities associated with your estate.
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Signature
Services

Plotkin Financial Advisors’ (PFA) Signature Services program offers complimentary and comprehensive income tax and estate planning services to eligible clients.
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Let’s talk about your financial goals and how Plotkin Financial Advisors can realize them.

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  • Local

Call Us: (301) 907-9790

  • Fax

(301)-907-9793

  • Locations
Chevy Chase, MD / Headquarters
8401 Connecticut Ave #400
Chevy Chase, MD 20815

We also provide service in:
Ocean View, DE
Boca Raton, FL

Securities offered through Independent Financial Group, LLC, a registered broker-dealer, member FINRA/SIPC Broker securities available to residents of 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 are 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.

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. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites. No investment strategy can guarantee a profit or protect against loss.

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