Trumbower Financial Advisors, based in Bethesda, Maryland, is ranked No. 20 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.
Assets Under Management: $1.8 billion
Accounts Under Management: 951
Years in Business: 29
Leadership and Contact Information:
Victoria Trumbower, managing member
Christina Bresnan, manager, investment advisory services
Michael Perhac, senior financial planning associate
trufinancial.com
3 Bethesda Metro Center, Suite 340, Bethesda, MD 20814
(301) 215-8340
