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Bethesda Wealth Planning Group
Your Team
Financial Planning
Investment Management
Retirement Planning
Company 401(k) & Business Solutions
Contact us
FAQs
Blog
Client Portal
Book Consultation
Your Team
Folder: Services
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Investment Management
Retirement Planning
Company 401(k) & Business Solutions
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Simeon Esprit: An Interview on Financial Planning and Leading with Intention
Interview, Lifestyle Simeon Esprit 1/30/26 Interview, Lifestyle Simeon Esprit 1/30/26

Simeon Esprit: An Interview on Financial Planning and Leading with Intention

An interview with Simeon Esprit on financial planning, habits, and how life experience shapes long-term direction beyond the numbers.

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What Should I Do When the Markets Crash?
Investments, Lifestyle Simeon Esprit 12/22/25 Investments, Lifestyle Simeon Esprit 12/22/25

What Should I Do When the Markets Crash?

Market downturns are uncomfortable, but they can create planning opportunities. Some of the most valuable planning moves invovle taxes, timing, and flexibility.

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The 10 Hour Retirement Gift and How to Use It
Retirement, Lifestyle Simeon Esprit 12/10/25 Retirement, Lifestyle Simeon Esprit 12/10/25

The 10 Hour Retirement Gift and How to Use It

Discover how to use the extra 10 hours that retirement gives you. Learn how purpose, identity, hobbies, and a strong financial plan can help you build a fulfilling retirement lifestyle.

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Bethesda Wealth Planning Group Logo
 

909 Rose Ave STE 650, Bethesda MD 20852

Check the background of your financial professional on FINRA’sBrokerCheck

Simeon Esprit, Benjamin Duhoski, and Eric Simning are Financial Planners with, and offer securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.

LPL Enterprise Form CRS

The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

This information is not intended as authoritative guidance or tax or legal advice.  You should consult with your attorney or tax advisor for guidance on your specific situation.

Brianna Smith is employed by Bethesda Wealth Planning Group and not through LPLE.

Bethesda Wealth Planning Group does business in the following states:

Securities: [CA, CO, DC, FL, GA, MA, MD, MI, MT, NJ, NY, NC, OR, TN, TX, VA ]
Life Insurance: [CA, CO, DC, FL, MD, MI, NJ, TN, TX, VA,] (CA Insurance licenses #4252341)
Variable Life Insurance: [CA, CO, DC, FL, MD, MI, NJ, TN, TX, VA]
Mutual Funds: [CA, CO, DC, FL, GA, MD, MI, MT, NJ, NY, NC, TN, TX, VA]
Fixed Annuities: [CA, CO, DC, FL, MD, MI, NJ, TN, TX, VA]
Variable Annuities: [CA, CO, DC, FL, MD, MI, NJ, TN, TX, VA]

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