Plotkin Financial Advisors, LLC Email Format

Financial ServicesMaryland, United States2-10 Employees

Plotkin Financial Advisors, LLC is a financial services firm that provides independent investment advisory and financial planning services. Founded in 2003 by Shimshon Plotkin, the practice serves high net worth clients in the Washington, DC metropolitan area and currently oversees client assets totaling more than $100 million. As an independent advisory firm, it emphasizes crafting plans and recommendations that align with clients' best interests as fiduciaries. Securities are offered through Independent Financial Group, LLC, while advisory services are provided by Plotkin Financial Advisors, LLC; the two entities are not related. Based in Chevy Chase, Maryland, the firm operates with a small professional team and highlights core values of honesty, integrity, independence, objectivity, and innovation.

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