Sandbox Financial Partners

Bethesda, Maryland

5.0 (27 reviews)
Call (301) 214-4190 Visit website →

About

Sandbox Financial Partners is an independent, employee-owned firm based in Bethesda, Maryland that offers financial planning and investment management services. Operating as a fiduciary, the firm develops personalized financial strategies addressing areas such as education planning, retirement, and eldercare. The firm is not affiliated with banks, brokerages, or insurance companies, and structures its advice around client understanding and transparency rather than proprietary products.

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-5PM, Saturday: Closed
SEC registered
No
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