BNB Wealth Management, LLC / Financial Advisor in Silver Spring, Maryland

BNB Wealth Management, LLC is dedicated to enhancing the financial lives and enriching the family legacies of our clients as well as the institutional clients with whom we work. As a privately held financial and investment advisory firm, we offer independent, unbiased financial counsel focused on our clients’ unique needs and priorities. While this independence provides our clients with highly personalized services, BNB offers a complete range of services and access to global investment opportunities and best-in-class multi-generational estate and financial planning strategies. We invite you to learn about BNB’s thoughtful, insightful and committed qualities that are at the heart of everything we do to help you achieve financial excellence for generations to come.

Specialties

401K Consulting Asset Protection Charitable Planning College Planning Comprehensive Financial Planning Corporate Bonds Estate Planning ETFs Family Financial Planning Fee Only Fee-Only Fiduciary Income Tax Planning Independent Investment Advisor Inter-generational Wealth Planning Investment Consulting Investment Services IRA Legacy Planning Mutual Funds Professional Wealth Management Retirement Distribution Plan Retirement Planning Special Needs Planning Stocks Wealth Management