Plotkin Financial Advisors

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8401 Connecticut Ave Ste 400
Chevy Chase, MD 20815

Plotkin Financial Advisors, located in Chevy Chase, MD, is dedicated to providing a comprehensive range of financial services, including financial planning, asset management, tax management, estate planning, and retirement income planning. The firm's clientele consists of retirees, business owners, federal government employees, medical professionals, and households, highlighting its commitment to serving diverse financial needs.

Operating with integrity as a core principle, Plotkin Financial Advisors combines its expertise as a Registered Investment Advisor with the backing of Independent Financial Group LLC, a registered broker-dealer. This affiliation enables them to offer tailored investment strategies designed to help clients achieve their financial goals while maintaining the highest standards of service.

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