A Refreshing Approach to Wealth Management

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Financial Planning is Life Planning

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Solutions to Help Navigate Life's Turns

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What keeps you up at night?

  • Can I afford the life I want to live – for the rest of my life?
  • Will I be able to retire, without worrying I’ll outlive my money?
  • Could an unforeseen event or emergency jeopardize my family’s financial security?
  • Can I make smart money decisions during my divorce and prepare for my new life afterward?
  • Will I be able to help my kids financially in the future, or will they need to help me?

At RMG, we do a lot more than manage wealth. Our clients will tell you they love our knowledge, insights and sage advice. But what really sets us apart? We get to know you. We take the time to understand what’s on your mind, including the financial goals you have for yourself and your loved ones. We incorporate taxes, investment trends and the economy. Then we craft a personalized plan to help build and protect your wealth, responding to changes in your world and the world at large.

You can rest assured.

Our Services

We invest time to get to know you, your needs and your concerns, and layer on our collective years of experience with all things financial.

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Easing the Transition to a Brand New Life

Divorce is one of the most stressful and emotional of all life transitions, and the decisions you’ll make will affect your finances and lifestyle for the rest of your life. We’re here for you. RMG’s compassionate team of specialists, including a Certified Divorce Financial Planner (CDFA®) with advanced mediation training, walk you through every stage of the process, helping you feel educated, empowered and well-positioned for your new life ahead.

Divorce Financial Planning

Financial Planning for Federal Employees

Washington D.C. is the federal city in more ways than one. The government is the dominant employer and most of us here in Metro D.C. either work for or are affiliated, one way or another. At RMG we get how important it is that you understand your retirement and other benefits, whether you’re a Fed, a state employee or a contractor. That’s why our team includes a Chartered Federal Employee Benefits Consultant (ChFEBC℠). Let us show you how investments, taxation, and other considerations impact your retirement and financial future – and the difference thoughtful planning can make. From TSP advice, to CSRS/FERS planning, to coordination with FEHB, to choosing when and how to take Social Security, we help you meet your needs and goals with information and guidance that’s specially tailored to you.

Federal Employees

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