A complete list of active advisors currently associated with Law & Associates Inc
Warmer can help you find a great advisor at Law & Associates Inc or one who fits your needs even better.
Law & Associates serves individual and high‑net‑worth clients, along with trusts, estates and business entities, offering wealth management that includes comprehensive financial planning, investment advisory and investment management services. The firm reports about $326.6 million in assets under management across roughly 297 client relationships supported by three advisors. The firm’s investment process is planning‑driven and emphasizes asset allocation and diversification using an Investment Policy Questionnaire to set objectives and risk tolerance. Accounts are implemented through programs and managers available via Raymond James, and Law does not accept discretionary authority over client accounts, administering a substantial portion of assets on a non‑discretionary basis. Notable features that differentiate the firm include an in‑house Certified Divorce Financial Analyst who provides divorce financial analyses and collaborates with legal teams, and advisory personnel who are registered representatives and licensed to sell insurance, which may lead to commission‑based recommendations disclosed by the firm. Law also participates in multiple Raymond James wrap and managed account programs (including Ambassador, Freedom, RJCS, EHNW, UMA, MDA and OSM), relies exclusively on Raymond James for custody and execution, and discloses receipt of education/marketing support and seminar benefits from the custodian.
To learn more about the advisors currently working at Law & Associates Inc, 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 |
|---|---|---|
Glen Echo, MD
| 32
| |
Glen Echo, MD
| 12
| |
Glen Echo, MD
| 30
|
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