Specialties
Plotkin Financial Advisors, LLC, is an independent investment advisory and financial planning firm. Founded in 2000 by Shimshon Plotkin, Shim's vision was to provide personalized financial planning and asset management services to high net worth clients in the Washington, DC metropolitan area. Today, his team manages well over $100 million in assets for various clients. At PFA, we're in the business of making a difference in the lives of our clients and their families. We are guided by our core values of honesty, integrity, independence, innovation, objectivity and as fiduciaries of our clients' interests. As an independent firm we are free to craft financial plans and make recommendations that fit our clients' best. The services and investments we recommend are based on what is in the best interest for our client.