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Sandbox Financial Partners Employee Directory

Financial ServicesMaryland, United States11-50 Employees

Sandbox Financial Partners is an independent wealth management and financial planning firm based in Bethesda, Maryland. It serves as a fiduciary for clients, offering customized solutions across wealth management, estate planning, retirement planning, long-term care planning, and Social Security optimization. The firm emphasizes working with strategic partners, including attorneys and CPAs, to provide multi-disciplinary planning that addresses complex financial challenges. Operating in the financial services industry, Sandbox positions itself as a trusted advisor that coordinates specialized expertise through its network to support clients’ financial goals. The company is registered as an investment advisor and operates from its Bethesda location, serving individuals and families seeking comprehensive financial guidance.

Find Sandbox Financial Partners employees' phone numbers or email addresses

Sandbox Financial Partners Global Highlights

Location
Employees

North America
9

Minus sign iconPlus sign icon
  • United States Of America
    9

Sandbox Financial Partners's Leadership

  • Stylized image of a person
    E. F.
    Chief Executive Officer
    Mobile Phone
  • Stylized image of a person
    F. B.
    Founder, Managing Principal
    Mobile Phone
  • Stylized image of a person
    B. M.
    Vice President, Director Of Investments
    Mobile Phone

Sandbox Financial Partners Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Legal
  • Accounting
  • Administrative
  • Other

Contact profiles from Sandbox Financial Partners

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    F. B.
    Founder, Managing Principal
    Mobile Phone
    Aug 06, 2026
  • Stylized image of a person
    E. F.
    Chief Executive Officer
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    B. M.
    Vice President, Director Of Investments
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Sandbox Financial Partners known for?

Minus sign iconPlus sign iconSandbox Financial Partners operates in the Financial Services industry. Explore Sandbox Financial Partners's company overview page for more information.

What is Sandbox Financial Partners's most common email format?

Minus sign iconPlus sign iconSandbox Financial Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Sandbox Financial Partners email formats with LeadIQ.

How many employees does Sandbox Financial Partners have currently?

Minus sign iconPlus sign iconSandbox Financial Partners has approximately 11 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Sandbox Financial Partners's key employees and leadership?

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As of July 2026, Sandbox Financial Partners's key employees include:

  • Chief Executive Officer: E. F.
  • Founder, Managing Principal: F. B.
  • Vice President, Director Of Investments: B. M.

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