linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Plotkin Financial Advisors, LLC

Headquartered in CHEVY CHASE, MD

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Plotkin Financial Advisors, LLC is a registered investment advisor based in Chevy Chase, MD. The firm provides financial planning, retirement plan consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm manages approximately $174,914,111 in assets for 642 accounts. Plotkin Financial Advisors, LLC also participates in a wrap fee program.

Plotkin Financial Advisors, LLC

8401 CONNECTICUT AVENUE

CHEVY CHASE, MD 20815-5833

$174.91M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

retirement plan consulting

Retirement plan consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Percentage of retirement plan assets

Branch Locations (2)

PLOTKIN FINANCIAL ADVISORS, LLC has a total of 2 branch locations across the country.
location

CHEVY CHASE, MD

location

Boca Raton, FL

Advisors at Plotkin Financial Advisors, LLC

View All 1 Advisors
Unclaimed
Erich Michael Imphong

CFP®, RA

CHEVY CHASE, MD

View Profile
Unclaimed
Shimshon Plotkin

RA

CHEVY CHASE, MD

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Plotkin Financial Advisors, LLC is right for you?

Disclosures

There are no public disclosures for Plotkin Financial Advisors, LLC.

Frequently Asked Questions (7)

Not sure if Plotkin Financial Advisors, LLC is right for you?