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Our Partnership

Our advisors have worked together in partnership for two decades and share common values and beliefs about wealth management and financial planning. At the core is an unrelenting commitment to our clients and their families. A crucial first step in forming our partnership with you, our client, is gaining a clear understanding of what financial goals are most important to you and your family. This provides the building blocks for crafting a personalized financial plan and for creating a relationship that often lasts a lifetime and spans across generations. With Woodbury Financial Bethesda you partner with a team of skilled and experienced advisors who are loyal to their clients and feel privileged to share in their journey of celebrating today's milestones and guiding you to tomorrow’s dreams.

Our Approach

ESTABLISH OUR RELATIONSHIP

  • Get to know you and your current situation
  • Understand your personal and financial goals
  • Discuss the appropriate strategies


BUILD YOUR FINANCIAL PLAN

  • Determine strategies to help pursue your goals
  • Thoroughly explain each recommendation to help make knowledgeable decisions


IMPLEMENT & MONITOR YOUR DECISION

  • Gain agreement and implement the recommendations
  • Monitor progress on an ongoing basis
  • Provide periodic updates and make adjustments as needed