At RMG Advisors, we know that successful families want and deserve answers, and we want to help you sustain your financial independence. That's why we created this website. Our mission is to help you plan and enjoy a fulfilling future, and we work with you to help you make better financial decisions.
We are a highly specialized group of fiduciary financial planners that focus on working with families with one or more federal employees. We take pride in the level of attention we are able to give our clients, and we're proud to say that some of our clients have been with us for over 30 years.
Our collaborative team of professionals all work for you and with you. The power of our team is behind you, and our combined experienced is geared towards bringing you better outcomes and helping you feel confident and prepared for your future.
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 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.
We are specialized in serving federal employees. Our planners have experience and expertise with FERS benefits. 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.
The details matter in retirement. We help clients with: retirement income planning, tax bracket management, investments, FERS benefits, legacy/insurance planning, scenario modeling, and more. Clients appreciate that we're able to both plan and implement these efforts on their behalf.
Most of the families that we serve are/were dual income households and have a net worth of around $2M or more.
You bet! We're incredibly passionate about helping families achieve their highest potential and helping you get there.
Nope! We have clients across the country.
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.
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.
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.
Private Wealth Advisor
Jamie has spent her career helping families reach financial freedom by simplifying the complex. She has built a firm of professionals to be a collective wealth of knowledge to the families we serve.
Jamie is one of the first Certified Financial Planner professionals, having attended...
Private Wealth Advisor
Thiago leads our team of professionals and advises clients on all matters involving their wealth, helping them understand how all the pieces work together.
Thiago has given presentations on FERS retirement and other financial planning concepts at agencies in...
Client Service Associate
Our advisors are the ones who get to know you best, but it takes a robust and experienced team to build and implement a successful plan. Behind the curtains are our talented teams of professionals supporting us including financial planners, portfolio managers and operations specialists, each playing an integral part in helping you make your plans a reality.
Sue runs and operates Delegated Planning, managing our team of financial planners that supports our advisors and clients. With 20+ years of experience, Sue has served thousands of families ranging from simple retirement plans to complex $50 million family wealth plans.
Sandy manages our service team and helps make sure the families we serve always have the same excellent experience. They handle all of the moving parts in making sure our clients' plans are implemented smoothly and correctly.
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Maximize your FERS, TSP, FEHB, FEGLI, spousal, Social Security, and other benefits so that you may enjoy the lifestyles you've earned and a financially secure life after service.
We'll help you create a blueprint that represents the life you'd like to live, and together we'll define your objectives and gear your wealth toward attaining them.
Many people worry they’ll outlive their money. We’ll help you create a plan to support you for a lifetime, and then show you how to invest in a way to sustain this plan.
Investors are more successful when supported by a team of experts, due to skills and behavioral biases. As financial behaviorists, we help you avoid many common pitfalls.
Tax-efficient investing can considerably enhance your returns, helping you to keep more of what you earn. We leverage tax strategies to maximize after-tax returns.
The right insurance coverage helps protect your future and mitigate unexpected risks at a reasonable cost. We advise on coverages in the areas of life, health, business and P&C.
By reviewing your documents and collaborating with your legal counsel, we help ensure your estate is protected and directed with your intended stewardship for the next generation.
We work with other professionals to safeguard and enhance your financial position, either with your team or introducing you to trusted professionals with whom our clients have had success.
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 (by appointment only).
14 South Adams Street, Rockville, Maryland 20850
Copyright © 2023 RMG Advisors - 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, a Registered Investment Advisor DBA RMG Advisors. RMG Advisors is not employed by, and does not represent any agency, body, or opinion of the United States Government.
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