Research Financial Strategies (RFS Advisors)

EST. AUM
$251,638,819

CONTACTS
5

CLIENT ACCOUNTS
1,250

Firm Details

Metro area Washington, DC
CRD Number 153247
Website rfsadvisors.com
Client types

Overview

For over 30 years, Research Financial Strategies has been dedicated to helping families achieve their financial goals through personalized investment solutions that are both simple and goal-focused. The firm’s mission is centered on providing exceptional service by truly understanding each client’s unique needs, aspirations, and financial situation. By taking the time to listen and work closely with clients, Research Financial Strategies crafts customized financial plans that align with their specific objectives. The firm differentiates itself by offering a comprehensive approach to financial planning, where all aspects of a client’s financial life are integrated into one cohesive strategy. This includes managing investments through an asset management program that utilizes low-cost ETFs (Exchange Traded Funds) to ensure broad diversification across various asset classes. Research Financial Strategies prides itself on its fiduciary responsibility, ensuring that each client’s investment tolerance and risk profile are fully understood and respected. The firm’s team is committed to offering sophisticated, yet accessible investment strategies tailored to each client's unique needs. With the flexibility to create unlimited customized asset allocations, the firm provides bespoke financial solutions designed to meet both current and long-term goals. Unlike many national and local advisory firms, Research Financial Strategies offers a highly personalized experience, focusing not only on financial goals but also on the broader context of clients’ lives, including personal and business success. Clients receive ongoing support and guidance from a team of professionals, with regular opportunities for face-to-face meetings to ensure that they are on track to meet their financial objectives over time.

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Research Financial Strategies (RFS Advisors)

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