Rachael DeCosta, CDFA - Sax Wealth Advisors

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Bethesda, MD 20817
+1 (973) 554-6937
https://www.saxwa.com

SAX Wealth Advisors is an independent registered financial advisory firm in Bethesda, MD, operating as a wholly owned subsidiary of SAX. With a focus on fee-only fiduciary responsibility, the firm offers a comprehensive range of services including financial planning, estate planning, investment management, and proactive tax planning for both individuals and employers.

The firm's affiliation with SAX, along with partnerships with industry leaders such as the National Association of Personal Financial Advisors and Dimensional Fund Advisors, allows it to leverage extensive resources and expertise to enhance client financial strategies. SAX Wealth Advisors is committed to providing customized solutions that align with clients' goals while ensuring a collaborative approach to their financial future.

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United States›Maryland›Bethesda›Rachael DeCosta, CDFA - Sax Wealth Advisors

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