Make decisions you'll be proud of in ten years.
Simplify and organize your financial life in one cohesive strategy.
Our mission is to enable and empower you to live a financially confident life.
The results are in ...
RS Will Wealth Management has been named the Best Financial Planning Company in Frederick News Post's Best of the Best - Two Years in a Row!
Thank you to everyone who voted; we would not be here without your support.
Bill, Mark, Paul, Alex, Melinda, Susan, Josh, Frank, Ian, Pam & Laurynn
These days, everyone is looking for a way to simplify. Our experience, standard of care, and unique perspective can change the way you manage your finances. The Will Group at RS Will Wealth Management offers an unwavering commitment and interactive approach to planning, while never compromising the service you deserve. Our clients are family, in every sense of the word. We share life’s challenges and celebrations while offering sound advice when you need it most.
Based in Frederick, Maryland, we love meeting with our local clients but are proud to serve individuals, families and businesses throughout the United States. As an independent wealth management practice in partnership with Kestra Financial, we offer a fully personalized investment approach with the freedom to choose from any product or service available to meet the needs of our clients.
DRIVE FOR EXCELLENCE– Our focus remains on you, putting our experience to work by providing investment guidance directly related to your specific goals and aspirations.
BEST OF CLASS CLIENT EXPERIENCE – We value our relationships and getting to know who you are. Building connections fuels our high standard of care and service for our clients.
AUTHENTIC & TRANSPARENT APPROACH – We treat you like members of our family, choosing to be open and honest about every recommendation and step of the financial planning process.
Our Mission: We simplify financial well-being through collaborative partnerships offering value to our clients through sound, personalized advice and transparent communication.
A simpler wayA listening earA custom investment strategy you can actually understandA clear financial plan created just for you
At RS Will Wealth Management, we believe in higher standards for a better future.
You’re so much more than a portfolio. Our relationships are the most important part of our practice. You’ll become part of our family in an environment where sound investment advice is the foundation, integrity is valued, and your voice is heard.