Our Story

At HUB Retirement and Private Wealth (RPW)– Bethesda, we offer an integrated approach to wealth management and retirement planning. While many firms specialize in either financial planning or investment management, we combine both services to provide you with a unified and comprehensive experience to bring you the financial confidence you deserve. 

Our team consists of seasoned financial planners and investment professionals, as well as retirement planning experts, with complementary skills and expertise that span decades of combined experience. Each member holds advanced designations and degrees, including CPA®, CFP®, CFA®, CIMA®, CLTC®, AIF®, CPFA®, and more, reflecting our commitment to delivering exceptional and extensive services for our clients. 

As fiduciaries, we act in the best interests of our clients in all aspects of our client relationships. Our fiduciary responsibility is at the foundation of what we do, and we always put your interests first, from risk management and adequate insurance coverage to portfolio management crafted for your specific investment goals and income needs. Our recommendations are and will always be based solely on what is right for you. We are independent, and there is no proprietary institution that influences our investment management and financial decisions for our clients. We work exclusively for you. 

For organizations, we are expert advocates that are here to help you manage the complex challenges posed by employer-sponsored retirement plans. Our retirement plan services are tailored for mid- and large-sized companies, such as professional services firms, non-profit organizations, trade associations, and manufacturing firms. We help to simplify complex fiduciary oversight, plan design, and employee advice by providing you with guidance and forward-thinking strategies.

Our strategies aim to deliver straightforward solutions and corporate protection while enhancing overall retirement success for your employees, empowering each employee to enjoy their life – all of it. Whether you are planning for retirement, saving for a major purchase, looking for portfolio management, or building and preserving wealth for future generations, our team will pave the way to help you achieve your financial goals.