Find financial advisors in Bethesda

We do not sell financial products so you may be confident that our advice is based only on the best interests of our clients. Our guidance is based on sound academic principles. We understand the impact that complex, interrelated concepts have on your overall financial situation. Whether you are a novice or a seasoned investor - "a do-it-yourselfer

Like many of our clients, you may be facing a transition, such as a dream job or retirement. And like many successful people, you have a complex financial picture that makes navigating the transition more challenging. You seek a financial planner who isn't limited to investment advice-someone who can integrate all areas of your money and has the experience

If you were climbing Mount Everest, who would you pick to lead you? Ideally, a Sherpa who has climbed Everest many times and has guided others like you safely up and down the mountain. Altius (Latin for "higher") serves as your financial Sherpa - a financial advisor you can trust to guide you to your own personal financial Everest. It doesn't matter

At the Collins Investment Group, our ultimate goal is the best future for you and your family. We believe clients benefit most from a team approach, to address virtually every aspect of your financial life. By applying our individual areas of experience to each client's strategy, we feel a comprehensive picture best reflects a true understanding of

Our mission is to help people use money as a tool to realize life goals and reach their full potential. You want the best for yourself and for your family, but managing your finances can be intimidating. Getting honest, objective advice from an experienced professional shouldn't be difficult. We make it easy to take control of your financial future