COVID-19 Updates
We are closely monitoring the outbreak of the COVID-19 pandemic and following advice from local + federal health officials. Here, we will provide the latest information related to the operations of our office.
Latest Information on Scheduled Meetings:
We have begun gradually re-introducing in-person meetings at our corporate office in Rockville, MD. If you prefer, the option for teleconferencing solutions will remain in place as it has over the past few months.
We are continually monitoring the situation. If you have any questions, please contact our office. If you would like to schedule a meeting with your advisor, you may do so on our scheduling page.
Latest Information on the Markets:
Our latest market updates can be viewed on our Current Trends & News page.
Frequently Asked Questions:
All of our team members are equipped with the technology, tools, and resources to work remotely. Although we may be contacted by phone, response times may be longer than usual as all calls are currently being handled by an auto-attendant.
For a faster response, we encourage you to
live chat →
with our office or give us a call and we will get back to you as soon as possible.
If you need to supply documents to our office, please contact your advisor in advance to determine the best possible timing and method.