Courtesy Photos
Ashley Iddings, CIMA®, CPWA® Managing director Bill Schwartz, CPA, CFP® managing director

Address: 12435 Park Potomac Ave., Suite 500 Potomac, MD 20854

Phone: 301-383-8861


Among other accomplishments, our team carries over 25 different professional designations, including a strong representation of CFP® professionals, and we have proudly been included in Barron’s list of Top RIA firms for the past four years.

Q: What qualities should a successful advisor have? 

A: Ashley: While technical skills and expertise are fundamental, the single most essential quality is the ability and willingness to listen and empathize, to create genuine and trusting relationships with both clients and colleagues.

Bill: I try to offer many qualities: Being a fiduciary, and realizing my success is entirely based upon my clients’ success. Being friendly, but forthright. Being thoughtful. Being calm and rational, the voice of reason. Being part of a greater community by bringing in other professionals to offer their points of view and expertise. I also believe in truly doing what you say you are going to do and caring about the results.

Q: What motivates and inspires you?

A: Ashley: It’s all about the satisfaction of helping people and building strong relationships with clients and colleagues. I’m inspired and motivated by the opportunity to work alongside a great group of talented and motivated individuals who strive to make a difference for our clients and our community.

Bill: As a young tax accountant at Arthur Andersen, I helped various clients with tax and financial planning issues. In one circumstance, a client appeared to be significantly under-insured as his young family did not yet have substantial assets. We drove the process of placing life insurance on him, and not six months later, he passed away. Thinking about what may have happened if we had not done so made me realize how important my role was. That started me down the path of being a holistic planner and advisor.