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Financial Planning for Federal Employees
At RMG Advisors, we know that successful families want and deserve answers. That's why we created The Fed Corner. Our mission is to help you plan and enjoy a fulfilling future. As fiduciaries, we've helped families make better financial decisions and achieve financial independence. We can help you retire with dignity and independence, on your terms.
As a premier private wealth management firm in the Washington, DC metropolitan, we offer financial and investment planning specifically for successful families with one or more federal employees. We take pride in the level of attention we are able to give our clients. Our collaborative team of professionals work for you and with you, and our combined expertise is geared towards bringing you better outcomes. We're nationally recognized, and we're celebrating four decades of helping families feel confident and prepared for their futures.
A refreshing approach to planning.
It starts with who you are. Your goals and dreams aren't just about pie charts and numbers. They're about what really matters to you: your work and family, the way you want to live, and the legacy you want to leave behind. The process of developing a financial plan that's right for you means we come to an understanding together of your hopes, dreams and choices, the tools available to you, and what you really need to meet your goals. We involve you in the process so you understand how your money supports your goals. And, together, we develop a plan that’s just right for you.
Serving those who serve.
We focused on becoming experts in helping our federal employee neighbors. Our neighborhood has grown, and we now serve federal employees from coast to coast. We are a private firm, working solely for the benefit of our clients.
Both strategy & tactics.
We’ll help you select and utilize the right options available to you within FERS and your other financial means, to help you maximize your desired results, enhance your lifestyle, and achieve financial independence.
Meet some of your planners
Jamie Lapin, CFP, AIF, CDFA
Jamie Lapin, CFP, AIF, CDFA
Jamie Lapin, CFP, AIF, CDFA
Private Wealth Advisor
Thiago Glieger, AIF, ChFEBC
Jamie Lapin, CFP, AIF, CDFA
Jamie Lapin, CFP, AIF, CDFA
Private Wealth Advisor
Benjamin Daniel, CFP
Jamie Lapin, CFP, AIF, CDFA
Megan Wilsey, CPA, CFP
Financial Planning Specialist
Megan Wilsey, CPA, CFP
Megan Wilsey, CPA, CFP
Megan Wilsey, CPA, CFP
Financial Planning Specialist
David Bowman, CFP
Megan Wilsey, CPA, CFP
David Bowman, CFP
Financial Planning Specialist
Amy Kryjak
Megan Wilsey, CPA, CFP
David Bowman, CFP
Operations Manager
Sandra Gorham
Sandra Gorham
Sandra Gorham
Executive Assistant
Sandy Sakala
Sandra Gorham
Sandra Gorham
Operations Specialist
Gail Monahan
Sandra Gorham
Lore Griswold
Projects Specialist
Lore Griswold
Lore Griswold
Lore Griswold
Accounting Specialist
Frequently Asked Questions
What types of families do you usually work with?
Do you only work with families local to Washington, DC?
What types of families do you usually work with?
Most of the families that we serve are/were dual income households and have a net worth of around $2M or more.
Will you work with people who aren't there yet?
Do you only work with families local to Washington, DC?
What types of families do you usually work with?
You bet! We're incredibly passionate about helping families achieve their highest potential and helping you get there.
Do you only work with families local to Washington, DC?
Do you only work with families local to Washington, DC?
Do you only work with families local to Washington, DC?
Nope! We have clients across the country and among many states, even some internationally.
Do we both need to be federal employees?
Do you give us reporting on our accounts and how we're doing?
Do you only work with families local to Washington, DC?
No, many of the families we work with have one member with federal benefits and the other that works in the private sector. Our planners have expertise in the private sector as well.
How often do we meet with you and our planning team?
Do you give us reporting on our accounts and how we're doing?
Do you give us reporting on our accounts and how we're doing?
As much as you'd like to see us. We're boutique by design. We communicate with our clients multiple times in a year, and then any time there's something you'd like to discuss with us.
Do you give us reporting on our accounts and how we're doing?
Do you give us reporting on our accounts and how we're doing?
Do you give us reporting on our accounts and how we're doing?
Absolutely, we organize our clients' financial information with thorough and easy to understand reporting through our secure client portal, as well as offering logins directly with the custodian.
A better wealth management experience
Get personalized advice.
Take control of your federal retirement today.
It's never too early to start planning for your future. Tell us more about your goals, and we'll get you on a plan to help you achieve them.
Find out if we're the right fit for your family, call us at (301) 838-4111 or visit our main office in Rockville, MD.
14 South Adams Street, Rockville, Maryland 20850
Copyright © 2021 The Fed Corner - All Rights Reserved. All contents on this website are not considered advice. All information should be discussed with a financial, legal, tax, or other relevant professional. Securities investments involve risk including the risk of loss of principal. Tax and estate laws are subject to change. Investment Advisory services offered by Risk Management Group, LLC, doing business as The Fed Corner. Securities through Grove Point Financial (GPF). Member FINRA-SIPC. 2440 Research Blvd, Suite 500, Rockville, MD 20850. (301) 944-5900. Risk Management Group is unaffiliated with GPF. The Fed Corner does not represent the United States Government.
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