About RS Will Wealth Management | Financial Planning & Wealth

^{Our Origins}

RS Will Wealth Management traces its roots back to 1972, when Richard “Dick” Will founded The Will Group in Gaithersburg, Maryland, with a vision grounded in trust and personal connection. Dick built a practice where financial guidance felt like a partnership—rooted in friendship, integrity, and a genuine commitment to clients’ success. Starting as a small, community-focused endeavor, the team grew steadily, earning a reputation for helping individuals, families, and businesses achieve their financial dreams.

This foundation of care and expertise has shaped who we are today: a team dedicated to carrying forward Dick’s principles while serving a diverse clientele with the same personalized spirit.

Our Approach

At RS Will Wealth Management, we believe no two financial journeys are the same. Our tailored approach starts with listening—understanding your unique goals, values, and circumstances. From there, we craft personalized strategies that reflect who you are and where you want to go, whether you’re an individual building wealth, a family planning a legacy, a business owner securing your future, or a sports professional navigating a dynamic career.

We combine decades of expertise with a collaborative process, ensuring every plan is adaptable to life’s changes, big or small. Through transparent communication, we keep you informed and confident at every step, adjusting our guidance as your needs evolve. Our commitment is to simplify the complex, align our solutions with your aspirations, and deliver results that empower your financial well-being for the long haul.

M. Alexandra Kelly ranked #1 Woman Advisor in AdvisorHub’s 2025 “1,000 Advisors to Watch”*

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Steven Wilson ranked #44 in AdvisorHub’s 2025 “1,000 Advisors to Watch”*

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*The 2025 AdvisorHub Advisors to Watch: Awarded June 2025; Data compiled by AdvisorHub based on the time period from 12/31/23 - 12/31/24 (Source: AdvisorHub). The AdvisorHub 2025 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. 1974 wealth managers were considered for the rating; 1000 (50.6% of candidates) were named 2025 AdvisorHub Advisors to Watch.

^{Our Community}

We’re committed to supporting our local community through time, expertise, and financial contributions and encouraging our employees to do the same. Our team members actively volunteer, support, and serve on nonprofit boards with organizations such as:

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Meet the Team

We'll help you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work toward your goals.