Jonathan's Blog

Broke Athletes.  How?!
I read yet another article this week about a group of NFL players who were defrauded and lost millions.  It is hard to imagine earning tens of millions of dollars only to be broke a few short years later.  So what do these athletes need to learn before they invest?  Well, it’s the same thing every investor needs to learn...

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Institutional style wealth management that levels the playing field for individual investors.


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Welcome to Lipchin Financial Group!
At Lipchin Financial Group, we provide comprehensive wealth management services to individuals and families in the Baltimore and Washington, D.C. metro area. A full-service personal financial services firm, we specialize in retirement income planning, and our priority is helping clients who are in or near retirement preserve and enhance their accumulated wealth in order to maintain the lifestyle to which they have become accustomed to for the rest of their lives.
We know that everyone’s financial needs and desires are different. That’s why we take an unusually personal approach to the planning process. We take the time to understand your dreams and your vision for your future, and then we use that knowledge to tailor a customized solution to help you reach your goals. Your custom plan will address all of your financial needs and focus on the four core areas of Wealth Management, Retirement Income Planning, Estate Planning, and Risk Management.
We invite you to contact us to learn how we can help protect and preserve your assets to support your retirement dreams.
Call today, for a FREE consultation!(410) 465-3933

Government Employees
Largely due to our location, our firm works extensively with retirees from federal, state, and local governments. Government employees face unique challenges upon retirement. From immediate withdrawal from the TSP plan, to pension and Social Security distribution, to the filing of a battery of forms regarding retirement, health and life insurance selections—many of which are irreversible—Lipchin Financial Group can help you make the right decisions at the right time to help protect the value of your retirement funds.
Don't hesitate!  Contact us today!


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