Business Details
Your Trusted Financial Partner in Rockville, MD
Acacia Financial Advisors has dedicated itself to delivering comprehensive financial services tailored to individual and business clients across the greater Washington metropolitan area. Our team of seasoned professionals brings extensive qualifications and experience, offering a diverse array of insurance products, securities, and financial planning programs designed to safeguard families and businesses. We collaborate with leading insurance and investment companies to provide customized solutions that address unique client needs. Our commitment to excellence is reflected in our rigorous adherence to industry standards and our focus on continuous professional development. By maintaining affiliations with reputable firms like Ameritas Investment Company and Ameritas Advisory Services, we ensure access to high-quality resources while prioritizing transparency and ethical practices.Our approach emphasizes personalized service, with professionals who take the time to understand each client's financial goals and challenges. We offer both fee-based and non-fee-based planning options, supported by access to over 100 investment and insurance providers. Our dedication to client success extends to retirement planning, estate strategies, corporate benefits, and risk management solutions. We operate under strict regulatory compliance, with representatives registered through FINRA's BrokerCheck system, ensuring accountability and trust. For over two decades, we have built relationships founded on integrity, empowering clients to achieve long-term financial security through strategic, evidence-based planning.
Services
Retirement Planning
Estate Planning
Investment Strategies
Insurance Products
Corporate Benefits
Highlights and features
- Our team includes certified professionals with decades of combined experience in financial planning.
- We offer access to over 100 investment and insurance providers for comprehensive solutions.
- We maintain strict regulatory compliance through FINRA registration and oversight.
- Our personalized approach combines fee-based and non-fee-based planning models.
- We specialize in retirement planning, estate strategies, and corporate benefits programs.
Associations and certifications
- FINRA
- SIPC
Services
Retirement Planning
We develop customized retirement strategies using Traditional IRA, Roth IRA, 401(K), and Cash Balance Plans. Our professionals analyze current financial status, future goals, and risk tolerance to create sustainable income solutions. We help clients navigate tax implications and optimize Social Security benefits while ensuring portfolio diversification through stocks, bonds, and mutual funds.
Estate Planning
Our estate planning services include trust creation, probate avoidance strategies, and legacy preservation. We coordinate with legal professionals to establish wills, living trusts, and charitable giving frameworks. The service ensures efficient asset distribution while minimizing tax liabilities through specialized tools like unit investment trusts and structured products.
Investment Strategies
We offer brokerage accounts and managed programs featuring stocks, bonds, mutual funds, and alternative investments. Our approach combines traditional securities with REITs, equipment leasing, and tax credit programs. The service includes risk assessment, asset allocation, and performance monitoring through both active and passive management techniques tailored to individual financial objectives.
Insurance Products
We provide life, disability, and long-term care insurance solutions alongside group health plans. Our specialists evaluate coverage needs against policy features, including premium costs and benefit structures. The service helps clients protect income streams and business assets through customized insurance portfolios that complement overall financial plans.
Corporate Benefits
Our corporate benefits service designs retirement plans like SEP-IRA and profit-sharing programs for businesses. We help employers establish competitive benefit packages while optimizing tax advantages. The service includes plan administration, employee education, and compliance support to ensure both employer and employee financial security through structured corporate investment vehicles.
People
George Dang
Financial Advisor
George Dang brings over 15 years of experience in financial planning, specializing in retirement strategies and investment management for high-net-worth individuals.
David Decker
Wealth Manager
David Decker focuses on estate planning and tax-efficient wealth transfer solutions, leveraging his 20-year track record in trust administration and legacy planning.
Brian Riley
Insurance Specialist
Brian Riley, a LUTCF designee, specializes in life insurance and long-term care solutions with particular expertise in corporate benefit programs.
Sue Rathell
Investment Consultant
Sue Rathell provides portfolio management services, focusing on alternative investments and structured products for diversified client portfolios.
Paul Schneider
Senior Advisor
Paul Schneider, a CFA charterholder, oversees investment strategy development and manages relationships with over 100 financial product providers.
Questions
What financial planning services do you offer?
We provide retirement planning, estate strategies, investment management, insurance solutions, and corporate benefits programs tailored to individual and business needs.
Are your advisors certified professionals?
Yes, our team includes FINRA-registered representatives and specialists with designations like CFA and LUTCF across various financial disciplines.
How do you select investment products?
We evaluate over 100 providers to offer diversified options including stocks, bonds, mutual funds, REITs, and alternative investments based on client risk profiles.
Can you help with business retirement plans?
Yes, we design SEP-IRA, profit-sharing, and 401(K) plans while providing ongoing administration support for corporate clients.
Do you offer insurance products?
We provide life, disability, long-term care, and health insurance solutions from multiple carriers to meet individual and business protection needs.
How are your services compensated?
We offer both fee-based and commission-based models with transparent disclosure of all compensation structures before service implementation.
