OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC
Rockville, Maryland
Obsidian Personal Planning Solutions, LLC, a reputable investment advisory firm headquartered in Rockville, MD, is dedicated to providing comprehensive financial planning services. With a focus on personalized solutions, Obsidian serves a diverse clientele of over 140 individuals, boasting an impressive $182,504,000 in assets under management. Their expertise lies in managing employer 401Ks and individual investments, comprising roughly half of their portfolio. As a leading local firm, Obsidian Personal Planning Solutions, LLC caters primarily to high net worth individuals, effectively handling their investment needs with utmost ...
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Assets Under Mgmt

$182.5M

Investment Professionals

7

Locations

0

% 401K & Individual

32%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
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