About Us

Our Strategic Partners

Advisory Accounts Custodian

Charles Schwab

Charles Schwab & Co., Inc.
P.O. Box 2912
Phoenix, AZ 85062-2912
866-855-9102

Estate Planning Attorney

Mr. Marc Levine

Handler and Levine, LLC
4520 East West Highway
Suite 700
Bethesda, MD 20814
301.961.6464

Accountant / CPA

Mr. Brad Mendelson

Mendelson + Mendelson, CPA
12505 Park Potomac Avenue
Suite 250
Potomac, MD 20854
301.656.0001

Mr. David Butler and Mr. Heath Chavis

Rosenbloom and Butler CPAs, P.C.
1455 Research Boulevard
Suite 510
Rockville, MD 20850

We are listing our strategic partners as a courtesy. Please note, these partners are not affiliated entities and we cannot guarantee their products or services.

Contact Us Today

Let’s talk about your financial goals and how
Plotkin Financial Advisors can realize them.

Quick Links

Call Us: (301) 907-9790

(301)-907-9793

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.