Objective Financial Advisors, Inc: Individual Services

Objective Advisors Group, Inc.

6825 Algonquin Avenue

Bethesda, MD 20817-4813

Phone: 301-320-6182

Email: admin@objectiveadvisors.com

To contact us:

Our Services: Individual Services

— Investment Advice

Specializing in Fee-Only Wealth Management and Consulting

Objective Financial Advisors, Inc., a registered investment adviser, specializes in providing truly objective fee-only investment advisory services to individuals and organizations. We do not receive nor do we accept any commissions or referral fees for any investment recommendations that we make. Our clients can be sure that any investment advice that they receive from us is only designed to meet our clients’ unique goals and objectives considering individual risk tolerances and other special restrictions.

Our investment advisory services may include any or all of the following services depending upon your specific needs:

· Asset Allocation Analysis and Portfolio Optimization Modeling

· Attribution Analysis

· Investment Policy Statement Development

· Cash Management Strategy Development

· Performance Tracking and Analysis

· Portfolio Manager Selection

· Investment Due Diligence

· Diversification Strategy Development

· Ongoing Monitoring, Rebalancing and Reoptimizing

· Tax Efficient Investment Planning

· Stock Option Exercise Optimization Planning