Our Approach

We are a full-service financial firm committed to helping people pursue their financial goals. As a CERTIFIED FINANCIAL PLANNER™ operating in a fiduciary capacity, we put our clients' interests first, always.

We offer a wide range of financial products and services to individuals and business owners, which we believe will better enable you:

  • Clearly define your financial goals
  • Equip you with sound information, that in turn, helps you…
  • Make tangible, informed decisions to improve financial confidence.

Our Value to You

Want high-level or detailed advice for changing life circumstances? We have you covered. Our clients come to us with a range of questions: What to do with large debt after medical school, how to plan for an overseas investment, or simply how to put money away for the kids. Regardless, we are here for you and your needs.

Our priority is helping you take care of yourself and your family. We want to learn more about your personal situation, find your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

For more information about our firm and the services we offer, send us a quick email or call the office. We welcome the opportunity to speak with you.

Jeffrey.Settle@lpl.com   |  301-563-9700