Plotkin Financial Advisors
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Plotkin Financial Advisors LLC is an independent investment advisory and financial planning firm based in Potomac, MD, founded in 2003 by Shimshon Plotkin. The firm specializes in providing personalized financial planning, asset management, and retirement income planning services to high-net-worth clients in the Washington, D.C. metropolitan area.
With a strong focus on objectivity and fiduciary duty, Plotkin Financial Advisors aims to bring financial clarity and optimize portfolio income while preserving wealth. Their comprehensive suite of services includes financial planning, tax management, estate planning, and a signature services program for eligible clients.
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