Altius Financial Advisors, LLC
Altius is a fee-only financial planning and portfolio management firm based in Bethesda, MD with clients in several states.
We offer two mutually independent services, (a) financial advice by the hour or project and (b) portfolio management.
We counsel our clients on a range of areas including cash flow, debt, insurance, taxes, retirement planning, college savings, investments and estate.
When we manage portfolios, we emphasize diversification through proper asset allocation and mutual fund/exchange traded fund (ETF) selection. We adjust allocations when portfolios drift from their targets and when our market views change sufficiently. We periodically adjust the targets themselves to keep pace with our clients' evolving personal and financial situation.