Mon - Fri: 9:00am - 5:00pm
(301) 816-4683

Financial Advisor Bethesda, Maryland


Please submit your request for an appointment for the office location of your choice in the contact form. Once submitted, please expect a response within 24 hours during normal business hours Monday through Friday.

For immediate assistance, please call our office directly.
Gaithersburg, (301) 812-4608
Owings Mills, MD, (410) 363-4683
Washington, DC, (202) 299-1290

​Financial Advisor Bethesda MD

Financial Advisor Bethesda, MarylandAre you hunting for a Bethesda, Maryland financial advisor who you can entrust to help you meet your financial goals? CIC Wealth is prepared to provide. Our financial planners provide services throughout the Bethesda, Maryland area to a wide variety of individuals. We help our clients plan for retirement, expand their investments, choose quality assets, and develop wealth. We work to get to know our clients so that we are prepared to help them meet their personal goals. Our services are unique and customized to the needs of each client. We recognize that everyone has a different plan for the future, and we seek to understand your plan and help you meet your goals.

CIC Wealth’s experienced financial planners are prepared to help you develop a plan, determine objectives, and help you stay on track as you work towards your dreams. We understand that our clients want a transparent approach to investing, and we allow and encourage them to take as active a role as they desire. We limit the number of clients that we accept so that we can provide individualize services and take the time to get to know our clients well. Since we keep our client load low, we are available to help educate you and answer questions that you may have along the way. Whether you are a retiree looking to live off your assets, an athlete trying to build a portfolio, or a businessperson trying to create financial benefits for your employees, we can help.  Our financial planners in Bethesda, Maryland are attentive, engaged, and experienced.

We are prepared to help you create a straightforward plan to pursue your financial goals. Hire a financial planner in Bethesda, Maryland who puts your needs first. CIC Wealth seeks to create a bond with you, we want you to be a part of our family and we seek to earn your trust. Call or contact us today for a free consultation.