Financial Advisors in Bethesda, MD
7475 Wisconsin Ave
11th Floor
Bethesda, MD 20814
Focus Partners Wealth 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 Wealth 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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Kelly Anastasi
Senior Director, Family Office Services and Business Management
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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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Jennifer Stevens
CFP®
Wealth Advisor
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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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September 09, 2026
Two-Minute Market Focus: Keeping An Eye on Future Returns as Commodities Lead Markets Higher
Commodities led markets higher over the past 30 days as renewed geopolitical tensions added pressure to global energy markets. In this week’s Two-Minute Market Focus, Todd Jones discusses recent market performance, what signals or warning signs net U.S. equity issuance can provide, and the global bond yield trends we are watching closely for potential volatility.
Listen to the podcast -
September 08, 2026
Why Diversification Matters Within Fixed Income
Why should investors consider holding different types of bonds? In this Focus Perspectives video, Blerina Hysi explains how diversification within fixed income can help support a more balanced portfolio.
Watch the video -
September 02, 2026
Digital Estate Planning: What Happens to Your Digital Life After You're Gone?
Digital accounts have become part of everyday life. Email, social media, online banking, cloud storage, subscription services, and digital records now play a role in how many people communicate, manage finances, and store important information.
Watch the video