Our Story

At HUB Retirement and Wealth Management – Rockville, our mission is to find ways to provide Fortune 500-level benefits to small and midmarket organizations, which allows our clients to compete in today’s environment, attracting and retaining the talent they need to grow their business. We are particularly well known in the government contract, nonprofit, and professional services communities, with significant experience including investment due diligence, benchmarking, plan design assistance, compliance support, tax planning, employee engagement strategies, and organizational missions and culture that all impact these employee benefit programs. Our dedicated team delivers wealth management services by first understanding the client’s financial goals, risk tolerance, and current financial situation. We create a personalized financial plan that includes investment strategies, retirement planning, tax planning strategies, and risk management techniques tailored to the client’s needs. This plan is regularly reviewed and adjusted based on changes in the client’s life circumstances or market conditions.