Medallion Financial Group

About Us

How We Help You

We Help You Take Care Of Your Finances So You Can Focus On Where You're Going

The first thing we do when we start working with you is get to know who you are. How did you get to where you are today, where do you want to go in the future? Once we have all the pieces, we analyze your information and build a personalized financial plan for you. After that, we will meet with you regularly to keep you on track with your goals. When the unexpected happens (new grandchild, a promotion at work, the death of a loved one), we’ll be there for you. We will adapt your financial plan to the changing landscape of your life path.

What Makes Us Different

Family Owned and Operated Since 1987

One of the first things you'll notice when you walk into our office is the warm and friendly atmosphere where you will almost feel at home. When you sit down with your advisor, you will have a judgement free conversation about your finances. At Medallion, you can expect a personalized experience with a dedicated advisor who will have your back through all of lifes changes. Our only minimum is that we like working together!
  • Real People

    Call our office and talk to real people who will answer your questions.

  • Decades of Experience

    Advisors with over 35 years of experience.

  • Private Consulting Firm

    No franchise, no quotas, and no minimums. We focus on your goals.

Who We Are

Experienced, Reliable, Personalized

We’ve Seen It All


Starting as early as 1981, the Advisors at Medallion Financial Group have seen it all.  From market highs to lows, from boom to bust, from bull to bear, the retirement planning pros at Medallion have experienced and addressed head on what the varied financial climates have thrown at us all. So, if you’re looking for seasoned professionals to help you navigate your financial future, look no further.

Solid and Dependable


We are proud to have been providing professional financial advice in our warm, home-like office setting in one of Gaithersburg’s historic homes for over thirty years. We have grown from one part-time employee to sixteen employees, and now have clients in most states across the U.S. as well as several countries. As our business has grown and expanded, we have made it a priority to maintain the personal touch and attention that has defined Medallion through the years.

No Cookie Cutter Approach


While managing over $450 million of assets for pre-retirees, retirees, business owners and their families, our warm and friendly team focuses on individual needs, appropriate solutions and strategies, and, most importantly, the financial peace of mind of those we serve.

Know That We Will Be There For You When You Need Us

Sleep Soundly At Night

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