Bethesda, MD
HUB Retirement and Wealth Management
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7700 Old Georgetown RoadOffice Address:
Suite 630
Bethesda, MD 20814Office Hours:
Office Contact:
Your Workforce, Your Vision, Your Plan
Your retirement plan should reflect the realities of your workforce and the vision of your leadership. HUB’s team brings deep experience and specialized knowledge to help you design a plan that works for employees today and for the future.
We don’t just manage plans. We work toward a stronger retirement system for American workers—guided by ethics, focused on results, and built to make a meaningful difference.
Plan design aligned to your workforce
We shape your retirement plan around your people, meeting them where they are today while supporting the goals your leadership has for tomorrow.
Governance that simplifies oversight
Put clear processes, documentation, and fiduciary support in place so you can oversee your plan with confidence and reduce administrative stress.
Engagement that turns education into action
We deliver communication and education programs that feel relevant, prompt real behavior change, and help your employees make better financial decisions.
What We Deliver
Retirement programs your people actually use
Four things we bring to every plan, from the committee room to the paycheck.
Plan oversight doesn't need to feel overwhelming. We equip your team with the resources to manage risk and meet fiduciary obligations with confidence. From governance checklists and employer contribution benchmarking to records retention and committee support, we help simplify the complexity. For Defined Benefit (DB) plans, our team provides expert consulting in liability-driven investing, compliance, and plan transitions such as freezes or terminations.
We believe financial education should be personal, practical, and rooted in trust. That's why your employees gain access to one-on-one financial coaching, customized workshops, and readiness assessments that reflect where they are and where they want to go. Our digital platform, FinPath by HUB, extends this experience with tools that bring clarity to everyday financial decisions.
FinPath supports employees with a blend of expert guidance and user-friendly digital tools. Each person can work with a certified financial coach, explore live and on-demand financial courses, and use an integrated dashboard to connect accounts, review paychecks, and better understand their workplace benefits.
We stay close to policy changes, industry trends, and best practices so you don't have to. Our team is engaged in raising the bar for retirement planning, and we bring that perspective directly into our client relationships. You can expect service shaped by experience, grounded in values, and focused on outcomes that last.
How We Work With You
Four ways we support your plan
Fiduciary Investment Review
Structured oversight and a documented process that aligns with your fiduciary responsibilities.
Provider Analysis
Independent benchmarking, RFP support, and ongoing vendor evaluation.
Plan Governance Consulting
Committee design and support, fiduciary education, records management, and DB plan consulting.
Employee Engagement
Group workshops, individual coaching, readiness assessments, and full access to the FinPath platform.
Expertise you can trust, from people who want to help.
Managing Director, Retirement Plans Senior Consultant, Retirement Plans Executive Vice President Vice President of Financial Wellness Senior Consultant, Retirement Plans Director of Investments Executive Vice President Wealth Advisor Senior Consultant, Retirement Plans Alex Hsu, CPFA®, N(k)STM Client Relationship Manager Cade Phillips, N(k)S , NQPC, CPFA® Senior Client Service Associate, Retirement Plans Daniel Peacock, APMA Wealth Management Analyst Diana Levin, AIF® Senior Client Relationship Manager Erik Bowen-Collinson, FPQP® Office & Operations Manager Iris Vukmanovic Operations Associate Jade Wilson, FPQP® Senior Client Service Associate Jenna Bredvik, CPFA®, N(k)S Client Relationship Manager Kate Nottage, CPFA®, N(k)S Client Service Associate, Financial Wellness Katherin Flores, CPFA® Client Service Associate Kevin Phillips, AIF®, CPFA®, CRPS® Investment Consultant, Retirement Plans Natalie Atabek Director of Client Integration Olivia Nakkash Demissie, IACCP VP of Wealth Management Parthiv Shah Financial Planning and Wealth Associate Samantha Kaufman, CPFA®, ABFP Financial Wellness CoachFinancial Consultants
Client Support
Take a look at upcoming events hosted by our firm.
Make sense of your finances, one topic at a time
Home / Insights / Newsletters / Q4 2026 4th Quarter 2026 Reach for Retirement Newsletter class="nls-circle-image" id="nls-dynamic-image" role="img" aria-label="Newsletter featured image" data-img="" Issue #1… August brought a renewed rally in equities as strong technology earnings and optimism around AI helped lift markets, even as inflation concerns and rising… July brought elevated volatility as geopolitical tensions, uncertainty around Federal Reserve policy, and concerns over whether AI-driven valuations and heavy capital spending could be…
Reach for Retirement – Q4 2026
Market Commentary: August 2026 Recap
Market Commentary: July 2026 Recap
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