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Michael Wroblewski

Advisor at Financial Advisor for You, LLC

Updated today

Location

Washington, DC

Credentials

CFP®

Industry experience

11 years

About

Michael Wroblewski is a CFP® professional with 17 years of experience, serving as the sole advisor at Financial Advisor For You, LLC since 2009. He is based in Washington, DC, and has a background in federal consumer policy and consumer-education projects. Financial Advisor For You, LLC provides fee-only comprehensive financial planning, hourly consultations, and educational seminars primarily for individual clients and also serves business clients such as sole proprietorships, LLCs, and corporations. The firm emphasizes strategic asset allocation using low-cost, passive investments with a focus on tax-efficient rebalancing and plan-specific constraints, offering investment recommendations as part of comprehensive planning without discretionary management or product sales.

Client services

Based on Financial Advisor for You, LLC

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on Financial Advisor for You, LLC

College savings (529s, UTMA, etc.) Cash flow / budgeting Debt management General retirement planning General tax planning

Occupation focus

Based on Financial Advisor for You, LLC

Self-Employed Attorney

Fee options

Fixed

Fixed fees between $1,500 and $2,500 for comprehensive financial planning

Project-based

$275/hour for hourly consultations

Other

Fee-only: Fixed fees ranging from $1,500 to $2,500 for comprehensive financial planning, $275 per hour for hourly consultations, and $0 to $500 per seminar

Location

Washington, DC

Most active in

District of Columbia · Maryland · Virginia

Work history

Financial Advisor For You

2009 - Present (17 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Timothy W

CFP®, Series 66

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CFA®, Series 63

Bethesda, MD

Noordzee Capital LLC

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Wealth management Active portfolio management Business sale tax planning Founder/Business Owner Executive
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Christopher R

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Chevy Chase, MD

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Divorce financial planning College savings (529s, UTMA, etc.)
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Monte H

Series 65

Washington, DC

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Wealth management Passive / index investing Real estate investing
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Harry G

CFP®, Series 63, Series 65

Alexandria, VA

G, G, & M Financial Goals

Harry Gaskin is a CFP® with 18 years of industry experience and the sole advisor at G, G, & M Financial Goals in Alexandria, VA. He has been operating as an independent financial advisor since 1998. G, G, & M Financial Goals provides comprehensive financial planning and investment advisory services primarily to high-net-worth individuals and small business retirement plans. The firm focuses on non-discretionary investment management, using fundamental and technical analysis to select securities aligned with clients’ objectives.

Cash flow / budgeting Income planning College savings (529s, UTMA, etc.) Retired
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Garo P

Series 66

Alexandria, VA

Potomac Wealth Strategies, LLC

Garo Partoyan is a financial advisor at Potomac Wealth Strategies, LLC with 23 years of industry experience. He has been with Potomac Wealth Strategies since 2009 and holds a Series 66 designation. Potomac Wealth Strategies provides investment supervisory services, financial planning, and referrals to third-party money managers for individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate/business clients. The firm operates on a non-discretionary basis and uses fundamental analysis alongside a combination of long- and short-term strategies to guide portfolio management.

Wealth management Annuities
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