Jon Powell (CFP®)

Jon Powell focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Federal Employees
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

We specialize in helping families understand and embrace the transition from working years into retirement.

Additional Information

We have been serving Montgomery County, Maryland and the Greater Washington D.C. area since 1978. Even in an era where commissions were attractive and ethical mandates were largely absent, we believed there was only one way that financial advice should be given: as a fiduciary. We believe an advisor should act in their client's best interest at all times - not because a law or statute says so, but because that's the honest way to give advice. 

NAPFA Start Date

January 03, 2017


This Office

51 Monroe Street Suite PE 25 Rockville, MD 20850-2482 Phone: (301) 670-0994