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HUB Retirement and Wealth Management

Rockville, Maryland

Office Contact

 240-403-2540 – Main

 877-403-2540 – Toll-Free

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Office Address

1445 Research Boulevard
Suite 210 & Suite 340
Rockville, MD 20850

Hours of Operation:

Mon – Fri: 8:00 AM – 5:00 PM

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.

How We Help

Whether you want to promote better outcomes for your workforce or pursue your individual financial planning goals, we can help.

Retirement

We help you attract and retain employees with innovative retirement plan solutions

Private Wealth

Our mission is to help you define where you want to go and help you get there

Financial Wellness

We strive to help your employees reduce financial stress at work and pursue better outcomes

Our Team

When you work with one of our Financial Consultants, you can count on a partnership founded on knowledge and motivated by an authentic desire to help. Whether you want advice or need a plan, helping you pursue your financial goals will be their priority.