At Forty4 Financial, we work with each client to help them reach their goals in a way that aligns with their values, through in-depth financial planning and a portfolio tailored to meet their risk profile.
We work as your financial partner, helping you stay in control of the various aspects of your financial life. This includes reviewing your insurance coverages, liabilities, and investments.
We believe that socially responsible investing, with a focus on the environmental, social and governance impacts of each investment, can yield a better long-term outcome for the investor, as well as for future generations.
Forty4 Financial is a fee-only advisor, and as such, we have a fiduciary responsibility to act in our clients’ best interest. We do not accept any fees or compensation based on product sales, but only get paid based upon the advisory services we provide to our clients. Hence, we can give unbiased advice, without conflict of interest.
We are based in Bethesda, MD, serving clients primarily in the Mid-Atlantic region.