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Plotkin Financial Advisors, LLC Employee Directory

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.

Find Plotkin Financial Advisors, LLC employees' phone numbers or email addresses

Plotkin Financial Advisors, LLC Global Highlights

Location
Employees

North America
10

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  • United States Of America
    10

Plotkin Financial Advisors, LLC's Leadership

  • Stylized image of a person
    S. L.
    Administrative Assistant
    Mobile Phone
  • Stylized image of a person
    P. S.
    Financial Advisor
    Mobile Phone

Plotkin Financial Advisors, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Legal
  • Other

Contact profiles from Plotkin Financial Advisors, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    S. L.
    Administrative Assistant
    Mobile Phone
    Apr 16, 2026
  • Stylized image of a person
    P. S.
    Financial Advisor
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Plotkin Financial Advisors, LLC known for?

Minus sign iconPlus sign iconPlotkin Financial Advisors, LLC was founded in 2003 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-301-907-****
. Explore Plotkin Financial Advisors, LLC's company overview page for more information.

What is Plotkin Financial Advisors, LLC's most common email format?

Minus sign iconPlus sign iconPlotkin Financial Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Plotkin Financial Advisors, LLC email formats with LeadIQ.

How many employees does Plotkin Financial Advisors, LLC have currently?

Minus sign iconPlus sign iconPlotkin Financial Advisors, LLC has approximately 6 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Plotkin Financial Advisors, LLC's key employees and leadership?

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As of August 2026, Plotkin Financial Advisors, LLC's key employees include:

  • Administrative Assistant: S. L.
  • Financial Advisor: P. S.

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