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Private Wealth CFOs LLC is a registered investment advisory firm located in Bethesda, Maryland and whose clients consist of physicians, attorneys, business owners, and other highly compensated professionals. Our mission is help our clients grow and protect their nest eggs– so that they can continue living life according to their standards and priorities.

At Private Wealth CFOs, each client is provided a concise, practical and written financial plan tailored to his or her specific needs and life goals. In addition to monthly statements and quarterly performance updates, our team also provides one bi-annual progress reviews to monitor our client’s progression towards their financial goals and objectives.

Our process is clear, consistent, and written – because having a written and clear financial game plan paves the way to future financial growth and security.

Registered Investment Advisory Firm Model

As the image depicts, the client’s needs are preeminent.  Practically speaking (and different from the traditional brokerage/client relationship) with a Registered Investment Advisory Firm, the client hires the financial advisor directly. Thus the advisor’s obligation is to represent the best interests of the client.  Also and unlike the traditional brokerage relationship, Registered Investment Advisory Firm financial advisors are not paid to sell specific investments.  In short, the only entity a Registered Investment Advisory Firm represents is YOU.

Traditional Brokerage Firm Model

In the traditional brokerage firm model, the firm hires financial advisors to serve the firm’s clients.  The firm generally has a portfolio of products and services that it sells and the firm may pay its advisors more to sell certain firm products.  This type of incentivized compensation may or may not be in the best interest of the client. The one thing that is for sure is the potential for conflicts of interest.

Imagine if you went to a Mercedes dealership, to buy a car. You would expect to be sold a Mercedes, right? Even if a BMW was a better car, the Mercedes dealership is not going to tell you to go across the street to the BMW dealership. It’s the same with a large brokerage firm relationship. When you work with a brokerage firm, you’re going to be advised to purchase the investment products that they offer. They aren’t looking out for your interests, and they won’t tell you about better options that may be available from competitors.

Benefits of Registered Investment Advisory Firm Relationship

• Place client’s interest first
• Objective advice
• Disclose any conflicts of interest
• Fee based investment advice

Benefits of Financial Planning

• Achieve financial freedom
• Gain clarity and peace of mind
• Benefit society by your philanthropy
• Benefit your future generations
• Reduce your tax liability

If you’re ready to receive unbiased, objective advice from a registered investment advisor - – contact PRIVATE WEALTH CFOs at – (240) 395- 4455 for a complimentary and confidential private briefing.