6903 Rockledge Drive Bethesda, MD 20817 :: (301) 214-4190 :: info@sandboxfp.com|Digital Brochure

Building and preserving your family's wealth

Collaborative, Creative

Playing in a sandbox is creative and safe, and helps us explore options in a low risk environment before going 'live'. This is how we approach comprehensive planning and wealth management.

View Our Services
Our Clients: Our Family

Our team of financial professionals has decades of experience helping individuals, families and business owners. We have built long-lasting relationships through community and friendship.

Meet Our Team
Fiduciary Approach

As an independent Registered Investment Advisor, we place your interests above all else. We embrace the high fiduciary standard put in place by the Securities and Exchange Commission.

See Our Approach
Professional Designations:
logo
logo
logo
Featured In:
Let's start a conversation
Get In Touch