A complete list of active advisors currently associated with CHC Financial Solutions, LLC

Warmer can help you find a great advisor at CHC Financial Solutions, LLC or one who fits your needs even better.

CHC Financial Solutions, LLC provides comprehensive wealth management to individuals, high‑net‑worth clients, trusts, estates and business owners, offering discretionary portfolio management and financial planning while charging fees as a percentage of assets under management. The firm typically manages individual advisory accounts and may engage sub‑advisors to implement and execute investment strategies. CHC’s investment process is built on individualized assessments of objectives, time horizon and risk tolerance, with an emphasis on asset allocation using mutual funds, ETFs and third‑party managers and the discretion to rebalance or make shorter‑term trades when warranted. The firm also offers discretionary management of variable annuity and registered index‑linked annuity (RILA) contracts, monitoring and reallocating underlying subaccounts and index segments on an ongoing basis. The firm’s principal is a Certified Public Accountant and a licensed insurance agent—allocating roughly 30% of time to accounting services and about 5% to insurance activities—with those affiliations disclosed and managed under the firm’s fiduciary policies. CHC also provides pension consulting as a limited‑scope ERISA 3(21) fiduciary for retirement plans and offers financial planning at no additional cost for clients meeting a stated AUM threshold, practices that are less common among similarly sized independent advisers.

To learn more about the advisors currently working at CHC Financial Solutions, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jonathan Cohen	Rockville, MD	17

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