In November 2019, Susan Freed, Michael Gildenhorn and Leslie Smith of Chevy Chase Trust were selected by their peers as top Fee-Only Financial Planners in Washingtonian Magazine’s “Maryland’s Best Financial Advisers.” Read more.

In addition, Lawrence P. Fisher II, Susan Freed and Deborah Gandy gained recognition as top Bank and Institution Wealth Advisers. Read more.

Important Disclosures

Our story begins with yours.

Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.

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