Medallion Financial Group

Medallion Financial Group We are here to help you navigate your financial journey in whatever way you need. At Medallion Group,
Financial Planning is about Family. or its subsidiaries.

We opened our doors in 1987 and have been helping families invest in the future for over 30 years. Our focus is twofold: first and foremost, we are fiduciaries. We stand against any violation of laws, values and ethics. Second, we treat our clients as part of our family, putting their needs before our own. We strive to exceed client’s expectations – because we have high expectations of ourselves.

WE SPECIALIZE IN THE SECOND HALF OF THE GAME OF LIFE. We call this the accumulation phase. In this phase our clients are still building assets for retirement. We make sure they are planning well so they can have the right amount of income to go fishing, travel, spend time with grandkids, and “enjoy the golden years.”

WE BELIEVE IN INDIVIDUALIZED SERVICE. If you call us, you’ll hear an actual human voice and not a recording; if you visit us, you’ll be greeted by a friendly face at the office as soon as you walk through our doors. You’ll work with a group of individuals that know you and can help guide you. WE BELIEVE IN SILENCING THE WHAT IF’S SO YOU CAN SLEEP WELL AT NIGHT. Financial planning topics are often stressful or hard to think about. We know your life circumstances are unique and they deserve a dedicated, personal approach to address your concerns about how life is going to work around your future finances. WE BELIEVE IN INVESTING IN FUTURE GENERATIONS. We run our business using a multi-generational approach because we value wisdom and relevance. Our interns and assistants on up to our partners and founders all involved on many levels. WE BELIEVE IN HIRING WELL. From student interns to senior partners, we’re careful about who we hire and value each member of our team. We look for employees who value trust and respect, who are teachable and not defensive. Personality, skills, and credentials matter to us. Anyone can say they are financial planners, but very few are Certified Financial Planners. Our number of CFPs greatly exceeds the norm. WE BELIEVE IN DEVELOPING LONG-TERM RELATIONSHIPS. That’s why we have to like our clients and they have to like us. Our clients count on us and we want to continue to help them through all walks of life. Some of our current clients are great-grandchildren of past clients. We have over $470 million in assets under advisement, but our only minimum is that we like working together! We Always Look for the Triple Win
1. Doing what’s ethically best for individual clients
2. Taking care of our staff so we can stay in business
3. Helping the companies we represent plan and adapt as the financial climate changes

It’s not just about managing money; it’s about navigating your financial future and creating a plan with you to help you get there. We are a financial business that helps hundreds of federal employees gain a better understanding of how to bridge the gap between employee benefits and retirement, co-founded by Ryan Dunn alongside the current partners of Medallion Financial Group; Dan Searles, John Stohlman, and Laura Stohlman. Securities offered through Grove Point Investments, LLC., member FINRA/SIPC. Investment Advisory Services offered through Grove Point Advisors, LLC. Grove Point Investments, LLC. & Grove Point Advisors, LLC. are subsidiaries of Grove Point Financial, LLC. Medallion Financial Group is not affiliated with Grove Point Financial, LLC. https://www.finra.org
https://www.sipc.org

Day One: Retirement Readiness Seminar. Samuel De la cruz breaks down sequence of returns. Didn’t make it today? Give us ...
03/18/2026

Day One: Retirement Readiness Seminar.

Samuel De la cruz breaks down sequence of returns.

Didn’t make it today? Give us a call at 301.990.9704 and we can save you a seat for day two!

Watch our latest episode on YouTube! To schedule, call us at 301.990.9704 or go to our website at Medalliongroup.com
03/03/2026

Watch our latest episode on YouTube!

To schedule, call us at 301.990.9704 or go to our website at Medalliongroup.com

Dan Searles CFP®, CEP®, LUTCF & Ryan Dunn ChFEBCsm, ChFC® and dive into the risks and myths associated with financial planning. To sign up for your complimen...

03/02/2026

Dan Searles CFP®, CEP®, LUTCF & Ryan Dunn ChFEBCsm, ChFC® sit down to talk about the Beach Boys, Good Vibrations, and why you shouldn't stick with a financial plan if it is wrong.

Subscribe to our YouTube channel, Spotify, and Apple Podcasts accounts to catch up with our latest episodes.

We offer free consultations! Give us a call at 301.990.9704 or fill out our intake form on Medalliongroup.com

Have you listened to the latest episodes yet?
02/23/2026

Have you listened to the latest episodes yet?

Dan Searles CFP®, CEP®, LUTCF & Ryan Dunn ChFEBCsm, ChFC® and dive into the risks and myths associated with financial planning. To sign up for your compli...

Don't forget to check out our latest podcast episode!
02/19/2026

Don't forget to check out our latest podcast episode!

Dan Searles CFP®, CEP®, LUTCF & Ryan Dunn ChFEBCsm, ChFC® and dive into the risks and myths associated with financial planning. To sign up for your compli...

New Episode OUT NOW! Tune into our YouTube to watch the latest episode where Dan and Ryan talk about diversifying your f...
02/17/2026

New Episode OUT NOW! Tune into our YouTube to watch the latest episode where Dan and Ryan talk about diversifying your financial portfolio.

https://podcasts.apple.com/us/podcast/babe-ruth-ty-cobb-and-financial-diversification/id1821474522?i=1000749919147

https://open.spotify.com/episode/3LitwsY3EEwJevKhbaA6PH?si=a6b9f792309b416e

https://youtu.be/neLnluxLwH8?si=5UvDBRIEGpEkvLy8

Dan Searles CFP®, CEP®, LUTCF & Ryan Dunn ChFEBCsm, ChFC® and dive into the risks and myths associated with financial planning. To sign up for your compli...

New episode is coming out on Monday, catch up before the next episode comes out!
02/12/2026

New episode is coming out on Monday, catch up before the next episode comes out!

Dan Searles CFP®, CEP®, LUTCF & Ryan Dunn ChFEBCsm, ChFC® and dive into the risks and myths associated with financial planning. To sign up for your complimen...

Listen to more from Dan and Ryan on Upcoming Episodes! Get caught up at the links below!
02/05/2026

Listen to more from Dan and Ryan on Upcoming Episodes! Get caught up at the links below!

Dan Searles CFP®, CEP®, LUTCF & Ryan Dunn ChFEBCsm, ChFC® and dive into the risks and myths associated with financial planning. To sign up for your complimen...

In case you missed it! Check out the latest podcast!
02/04/2026

In case you missed it! Check out the latest podcast!

Dan Searles CFP®, CEP®, LUTCF & Ryan Dunn ChFEBCsm, ChFC® and dive into the risks and myths associated with financial planning. To sign up for your complimen...

Address

13 E Deer Park Drive
Gaithersburg, MD
20877

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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Our Story

At Medallion Group,

Financial Planning is about Family.

We opened our doors in 1987 and have been helping families invest in the future for over 30 years. Our focus is twofold: first and foremost, we are fiduciaries. We stand against any violation of laws, values and ethics. Second, we treat our clients as part of our family, putting their needs before our own. We strive to exceed client’s expectations – because we have high expectations of ourselves.

WE SPECIALIZE IN THE SECOND HALF OF THE GAME OF LIFE.