CIC Wealth is a financial planning firm based in Gaithersburg, MD, with additional locations in Rockville and Owings Mills. With over 100 years of combined experience, their team of advisors takes a holistic approach to financial planning, offering personalized services and custom investment strategies to help clients achieve financial independence and leave a lasting legacy. As fiduciaries, they prioritize their clients' interests and make investment decisions based on their own research, rather than relying on external models. CIC Wealth is highly recognized in the financial media and their advisors regularly contribute to publications such as Forbes, The Wall Street Journal, and The Washington Post.
With a commitment to transparency and a seamless, proactive approach, CIC Wealth aims to educate their clients and provide professional financial planning solutions tailored to individual needs. They do not earn commissions from the sale of investments, ensuring objective advice and unbiased recommendations. Whether clients are business owners, employees, or retirees, CIC Wealth is dedicated to helping them navigate their financial journey and achieve their goals. Their team of experts is known for their service-oriented approach and can be seen on CNBC and Bloomberg News, offering insights on financial markets and leading a successful life.
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