Financial Advisors in Bethesda, MD
7475 Wisconsin Ave
11th Floor
Bethesda, MD 20814
Focus Partners is your locally based investment advisor in Bethesda, MD - but we’re also so much more. Our advisors provide financial planning that revolves around your personal values, goals, motivations, and priorities. Located in the heart of downtown Bethesda just minutes from beautiful Bethesda Row, we are your neighbor and financial partner passionate about helping you with every aspect of your financial life.
Focus Partners is a trusted registered investment advisor offering personalized wealth management and financial planning services in Bethesda, MD. We help our clients take control of their financial future through innovative solutions and a strategic, comprehensive approach to financial planning. Our dedicated local team provides advice tailored to your financial goals and is backed by the extensive capabilities and resources of our nationwide network. We aim to be a cornerstone for financial stability in the neighborhoods we serve, committed to helping our clients thrive.
Let our wealth advisors find ways to create new possibilities for you. Take the first step and connect with an advisor today.
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Your Bethesda Team
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Andrew Kline
CFP®, CPA
Senior Wealth Advisor
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Dawn Doebler
MBA, CPA, CFP®, CDFA®
Senior Wealth Advisor
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Wayne Zussman
MBA, CFP®, ADFA
Senior Wealth Advisor
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Karen Baer
CDFA®, CSA®
Senior Wealth Advisor
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Andrew Leach
CFP®
Manager, Portfolio Onboarding
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Joe Frontczak
CFA, CFP®, EA
Wealth Advisor
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Oscar Cornejo
CFP®
Senior Associate Wealth Advisor
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Queen Harambee
Client Service Specialist
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Answan Johnson
CFP®, MBA
Wealth Advisor
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Chris Johnson
MBA
Senior Wealth Advisor
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Sarah Kyle
CFP®, CPA
Wealth Advisor
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Nina Mitchell
Senior Wealth Advisor
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M. Cameron O'Leary
CFP®
Associate Wealth Advisor
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David Olson
CIMA®
Senior Wealth Advisor
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Shellie Peters
CFP®, ChFC®, CAP
Senior Wealth Advisor
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Ron Rubin
Executive Vice Chair
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Ryan Rudzinski
CPA
Director, Finance & Accounting
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Steve Schuler
Senior Wealth Advisor
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Eric Patoine
JD, CPA
Director, Tax Services
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Cyndie Teng
Client Service Specialist
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Whitney Turner
CFP®
Associate Wealth Advisor
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Gregory Fink
Senior Vice President
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Bryan Bach
Regional Vice President
Enjoy some of our latest resources
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October 26, 2026
How Families Can Preserve Wealth Across Generations
Learn how families can prepare future generations, use family governance, and align wealth transfer planning with long-term goals to help preserve wealth.
Read the article -
October 20, 2026
Two-Minute Market Focus: New Equity Supply Could Reshape Market Dynamics
Commodities led markets over the past 30 days, while bonds, international developed stocks, and small-cap stocks declined amid volatility in technology and fixed income. In this week’s Two-Minute Market Focus, Todd Jones examines the potential impact of increased U.S. equity issuance, the role of private equity dry powder, and the strong earnings outlook supporting stocks.
Listen to the podcast -
October 20, 2026
Quarterly Outlook: What a More Hawkish Fed Means for Investors
The U.S. economy remains resilient, but inflation and higher interest rates are creating new challenges for investors. Read our latest Quarterly Outlook.
Read the article