Financial Planner Gaithersburg MD
If you are looking for a financial advisor in Gaithersburg, Maryland, you’ve come to the right place! At CIC Wealth, our goal is to help you take a high level view of your financial planning.
Each Gaithersburg financial advisor at CIC Wealth will take a holistic approach to your financial planning. We are here to:
- Help you design a strategy
- Educate you about your investments
- Help you live worry-free now and in the future
We examine various aspects of your financial needs, so that your planning decisions are well thought out. This includes estate questions, business issues, and the many other economic aspects of your life!
Our firm is unique in that we limit the number of new wealth management clients, so that we are able to provide personalized, quality service. What does this mean? When you have financial planning and wealth management questions, we are available to you!
You’ll never be just a number at CIC Wealth – instead, you’re a valued client; you’ll get to know us, and we’ll get to know you. We are very responsive to your investment preferences, and work hard to educate you on the options that are available. Perhaps you are most comfortable with small cap stocks. Or, maybe you prefer corporate bonds.
When checking out a financial advisor in Gaithersburg, Maryland, make sure to do your due diligence. We are highly respected by our colleagues, as well as the financial media, writing frequently for numerous financial periodicals, including the Wall Street Journal. Our wealth advisors are well educated, and highly credentialed. Founding partner, Ryan Wibberley, is a regular contributor in Forbes and the Wall Street Journal’s Market Watch, Barron’s, Reuters, and the Washington Post.
So, when the time comes, please contact CIC Wealth when you need a Gaithersburg financial planner. There is never a charge for your first consultation with us.