Finley Alexander Wealth Management

Finley Alexander Wealth Management Finley Alexander Wealth Management is an independent fiduciary based firm with offices in Rockville, We believe in purpose driven planning that is goal focused.

Then and only then, do we consider portfolios, products and strategies.

Retirement is a time for rest, relaxation, and a chance to sit back and appreciate all that we have gained.
01/27/2023

Retirement is a time for rest, relaxation, and a chance to sit back and appreciate all that we have gained.

Retirement is a time for rest, relaxation, and a chance to sit back and appreciate all that we have gained. No longer do we have to rush around trying to meet deadlines or fulfill

Let’s discuss how you can maximize your Social Security benefits and give yourself the best possible chance to live out ...
01/23/2023

Let’s discuss how you can maximize your Social Security benefits and give yourself the best possible chance to live out the retirement of your dreams.

For most, Social Security provides a solid foundation for retirement income. In fact, as of September 2022, over 70 million Americans were collecting benefits. However, not everyone knows exactly how or when to start tapping into this resource. As you

All the macchiato, cappuccino, and espresso lovers know how a sip of coffee easily brightens up your day. Enjoy a cup wi...
01/06/2023

All the macchiato, cappuccino, and espresso lovers know how a sip of coffee easily brightens up your day. Enjoy a cup with like-minded coffee lovers at these fun festivals around the globe!

All the macchiato, cappuccino, and espresso lovers know how a sip of coffee easily brightens up your day. Whether you take yours caffeinated or buzz-free, black or milky, sugar-free or candy-sweet, you are a certified coffee enthusiast, and you might

Approaching 60 is an exciting time. Not only does it come with more wisdom and thrill for a new chapter of life, but it ...
01/02/2023

Approaching 60 is an exciting time. Not only does it come with more wisdom and thrill for a new chapter of life, but it also presents important financial decisions that can affect your life in retirement.

Approaching 60 is an exciting time. Not only does it come with more wisdom and thrill for a new chapter of life, but it also presents important financial decisions that can affect your life in retirement.

Post-holiday shopping may be the perfect opportunity to take advantage of clearance sales on your favorite products and ...
12/30/2022

Post-holiday shopping may be the perfect opportunity to take advantage of clearance sales on your favorite products and gifts.

Holiday shopping can be stressful, and unless you took advantage of Black Friday or Cyber Monday, you might find it tough to find the deals you need to keep your gifts within your budget. Well, post-holiday shopping may

2022 was a reckoning for the crypto industry. Learn more about what's happening in the industry and how it relates to yo...
12/27/2022

2022 was a reckoning for the crypto industry. Learn more about what's happening in the industry and how it relates to your retirement and investment opportunities in this week's blog!

2022 was a reckoning for the crypto industry. Cryptocurrencies deemed stable collapsed while proof of overly risky, shady, and even fraudulent practices emerged among some of the most established crypto companies. Instead

If you are an art lover and want to build your own collection in retirement, here are small steps to get you started...
12/22/2022

If you are an art lover and want to build your own collection in retirement, here are small steps to get you started...

Art collecting has been a part of human life since early African and Asian civilizations collected and stored art in temples, tombs, and sanctuaries. In more recent times, art collections have been mostly associated with royals

12/21/2022

Great interview on Money Mondays with Midday Maryland it's all about Holiday spending! How to make the most of your money!

Starting out your investing journey, you may have been advised to follow the 60/40 allocation strategy. Discover how the...
12/19/2022

Starting out your investing journey, you may have been advised to follow the 60/40 allocation strategy. Discover how the 2022 economy may have put this strategy into question in today's blog.

Starting out your investing journey, you may have been advised to follow the 60/40 allocation strategy. This strategy tells you to put 60% of your portfolio in equities and 40% in bonds or other fixed-income offerings. For

If your favorite childhood memories were of your kitchen and the people who used it, some of these popular American dish...
12/16/2022

If your favorite childhood memories were of your kitchen and the people who used it, some of these popular American dishes from the 1970s may bring back the scents of your childhood.

Close your eyes and think back to your childhood. What’s the first thing you remember? Your first thoughts may be about your childhood room or your old posters and magazines. Maybe it was your living room couch that

The 2022 economy has broken multiple records, first, with the highest inflation rate in 40 years, and now, the highest f...
12/12/2022

The 2022 economy has broken multiple records, first, with the highest inflation rate in 40 years, and now, the highest federal reserve interest rates since 2008. How does this affect your money?

The 2022 economy has broken multiple records, first, with the highest inflation rate in 40 years, and now, the highest federal reserve interest rates since 2008. In efforts to curb raging inflation, the US

Address

1801 Research Boulevard
Rockville, MD
20850

Opening Hours

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

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