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Offit Advisors

EST. AUM
$194,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Baltimore
CRD Number
Website offitadvisors.com
Client types

Overview

Offit Advisors is a full-service financial planning firm based in Columbia, Maryland, serving individuals, families, and closely held businesses. They offer expertise in investments, insurance, and financial planning, emphasizing a client-centric approach to provide personalized financial strategies. In December 2024, Offit Advisors was acquired by Miracle Mile Advisors, a Los Angeles-based registered investment advisor, enhancing their infrastructure, technology, and support to better serve clients.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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