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Ferguson Asset Management

13305 Travilah Rd
Potomac, MD 20854 301-670-0994

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I have been very pleased with their service in a number of ways. I like their... - Oct 08, 2022

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Charles Schwab

12500 Park Potomac Ave
Potomac, MD 20854 301-795-2808

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Of the several brokerages services I've used over 30 years, Charles Schwab... - Sep 22, 2017

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Greystone Consulting

12505 Park Potomac Ave #420
Potomac, MD 20854 301-279-6400

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Lighthouse Financial Planning

1515 Allview Dr
Potomac, MD 20854 301-340-2667

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Barry and Steve at Lighthouse gave us very useful customized advice on a full... - Jan 22, 2018

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Morgan Stanley Wealth Management

9812 Falls Rd Ste 123
Potomac, MD 20854 301-765-6460

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Marc Feldman has been my financial advisor for 25 years and I hold him in highest... - Sep 11, 2013

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D C Asset Management

10908 Larkmeade Ln
Potomac, MD 20854 301-299-8860

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Eastham and Associates

13308 Beall Creek Ct
Potomac, MD 20854 301-963-0990

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Fischer Financial

9912 Bluegrass Rd
Potomac, MD 20854 301-983-1357

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Glashofer Financial Advisors

11906 Whistler Ct
Potomac, MD 20854 301-424-4432

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Life Financial Planning

9816 Tibron Ct
Potomac, MD 20854 301-299-4411

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Meritis Wealth Management

12435 Park Potomac Ave #440
Potomac, MD 20854 240-396-6600

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Gave a very thorough evaluation of situation. - Oct 24, 2022

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Wealthspire Advisors

12435 Park Potomac Ave #500
Potomac, MD 20854 703-972-6364

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I recently changed financial advisors to Wealhspire having worked for a time... - May 13, 2020

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Williams Associates

9218 Winterset Dr
Potomac, MD 20854 301-294-7804

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Planning for what happens to your possessions and money after you die requires making many decisions. Here are some basic dos and definite don’ts that will save you hassles and money—and avoid common mistakes.

To help your heirs unravel your finances, maintain a list of your major assets and accounts and where they can find your end-of-life documents. We've gathered a list of what to include.

Unless your situation is very straightforward, have your will prepared by an experienced lawyer, and hire a financial planner or estate attorney to organize your finances.