About RMG

Financial Planning for Federal Employees

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.

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 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.

Focusing on Feds

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.

Fiduciary Planners

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.

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?

Nope! We have clients across the country.

Do we both need to be/have been 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?

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?

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.

Meet your team

Jamie Lapin, CFP, AIF, CDFA

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...

Thiago Glieger, AIF, ChFEBC

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...

Susan Chesney, MS, CFP

Financial Planner

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.

Cassandra Sakala

Client Service

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.

FERS Benefits Planning

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.

Financial Planning

FERS Benefits Planning

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.

Retirement Planning

FERS Benefits Planning

Portfolio Management

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.

Portfolio Management

FERS Benefits Planning

Portfolio Management

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.

Enhanced Tax Management

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.

Protection & Insurance

Enhanced Tax Management

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.

Legacy Management

Enhanced Tax Management

Strategic Partnerships

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.

Strategic Partnerships

Enhanced Tax Management

Strategic Partnerships

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.

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 (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.

Need some help?

Financial Planning for Federal Employees

A Refreshing Approach to Planning

Focusing on Feds

Fiduciary Planners

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?

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?

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?

Do we both need to be/have been 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?

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?

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?

A better wealth management experience

Meet your team

Jamie Lapin, CFP, AIF, CDFA

Thiago Glieger, AIF, ChFEBC

Home Office Team

Amy Kryjak

Maya Miyagishima

Sandra Gorham

Sandra Gorham

Maya Miyagishima

Sandra Gorham

Maya Miyagishima

Maya Miyagishima

Maya Miyagishima

Behind the scenes

Susan Chesney, MS, CFP

Cassandra Sakala

Not ready to talk yet?

FERS Benefits Planning

FERS Benefits Planning

FERS Benefits Planning

Financial Planning

FERS Benefits Planning

FERS Benefits Planning

Retirement Planning

FERS Benefits Planning

Portfolio Management

Portfolio Management

FERS Benefits Planning

Portfolio Management

Enhanced Tax Management

Enhanced Tax Management

Enhanced Tax Management

Protection & Insurance

Enhanced Tax Management

Enhanced Tax Management

Legacy Management

Enhanced Tax Management

Strategic Partnerships

Strategic Partnerships

Enhanced Tax Management

Strategic Partnerships

How To Stay On Track

Get personalized advice.

Want our help? Let's talk.

Take control of your federal retirement today.

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