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Prime Investment Advisors

Prime Investment Advisors is a Registered Investment Advisor that provides clients with the means to effectively define and achieve a lifetime of financial goals. We provide professional investment management and strategic financial counseling to successful individuals who truly value personal interactions with their financial advisory firm.

For over 25 years, we have worked with clients spanning the spectrum from their first job to the latter years of retirement. Our experience has been that few investors have the exact same set of circumstances, objectives and investment philosophies. Whether you are a small business entrepreneur, a corporate executive, someone with newly acquired wealth, or are recently divorced, widowed or retired, we can devise an appropriate plan for your situation.

Once we have ascertained our client's financial situation, we share our findings and course of action in order to set realistic expectations of the portfolio’s potential in the best and worst economic cycles. This process enables our firm to make sure the investment management of your portfolio coincides with your investment goals, priorities, risk tolerance and investment time horizon.

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Asset management

Prime provides Investment Advisory Services on a discretionary basis, using publically traded securities.    Read More

 

Financial Calculators

Use these calculators to make informed financial decisions about taxes, loans, estate planning, spending, saving, and retirement.  Click Here

Contact Details

Prime Investment Advisors
7700 Old Georgetown Road, Suite 630
Bethesda, MD 20814
Phone: (301) 951-5233
Fax: 1 (888) 242-4044
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.


 
 
 

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