Plan Today
Prosper Tomorrow

Schedule A Strategy Session

Our Process

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Strategize

Collaborate to determine immediate needs, future objectives, and potential obstacles

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Plan

Discuss findings and areas of opportunity for success. Produce a roadmap to achieve incremental milestones

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Take Action

Take action and begin taking steps toward a stronger financial future

Meet Your Team

We believe great financial planning starts with genuine relationships. Get to know the team that offers insightful guidance and a personalized approach tailored to your goals.

Who We Are

Our Services

Financial Planning
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Investment Management
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Retirement Planning
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Retire with confidence &
enjoy your lifestyle

Business Solutions
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Employer Deferral &
Tax Planning

Three business professionals including Bethesda Wealth Planning Group's Co-Founders, Simeon Esprit and Benjamin Duhoski.

Let’s see how we can help

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“When it comes to choosing a financial planner, BWPG stands out for their commitment to professionalism, expertise, and genuine care. These are just a few qualities they provide, ensuring a secure financial future for you and your loved ones.”
— Martin, BWPG Client