True wealth is more than money — it's freely living your life, leaving a legacy for the next generation, and confidence in your future. We're the financial advisors Bethesda families trust to coach them there.
Whether you're just getting started, preparing for retirement, or well into your golden years — we meet you where you are and coach you toward what true wealth looks like for you.
Marc Schliefer recognized 2022, 2023, 2024, 2025 and 2026 — a streak built on consistency, not luck.
We're not just advisors. We coach you through life's most important decisions.
Following through is the hardest part. We keep you on track at every stage.
We don't just create a roadmap — we help you get there. We identify what should take priority and guide you each step of the way, so nothing keeps you from your goals.
True wealth is the freedom to live the life you've imagined.
Disciplined, time-tested investment strategies tailored to your comfort with risk.
Make sure your legacy is protected — and your money outlives your retirement.
The passion of our financial advisors is to help people from all walks of life find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to pursue that vision, then helping you maintain the true wealth you've achieved.
Founded in Bethesda in 1998, Equity Planning, Inc. was built on a simple conviction: financial advice should be personal, accountable, and ongoing — not a one-time transaction. We're proud to be a fixture in the Maryland wealth community, with families who've trusted us across three generations.
We're bound by law to act in your best interest, always.
Clear, upfront pricing. No hidden commissions, no surprises.
From growing your wealth to protecting your legacy, our advisors coordinate every service you need to manage your money and plan for you or your family's future.
A holistic approach for high-net-worth individuals, where your advisor coordinates every service needed to manage your money and plan for your family's needs — investments, taxes, estate, and risk, working as one.
Our team designs a plan that evaluates your current financial situation and directs you toward true financial freedom — covering cash flow, debt elimination, education funding, insurance, and long-term goals.
We help you avoid your own personal retirement crisis by putting your financial plan into concrete terms using our five-step process — projecting income, optimizing Social Security, and stress-testing every scenario.
Disciplined, time-tested investment strategies that provide your portfolio with the proactive service it needs to pursue your goals — built around your risk tolerance, time horizon, and the life you want to live.
Our estate planning team helps you create a tax-efficient, comprehensive estate plan that leaves little to chance — and teaches you exactly how your assets will be distributed to the people and causes you love.
Our team identifies the risks that could tremendously impair your financial situation — market drawdowns, longevity, illness, liability — and structures the right insurance and hedging strategies to protect what you've built.
We've refined our process over 27 years serving Bethesda families. It's not a sales funnel — it's a relationship framework designed to grow with you through every stage of life, regardless of changes, victories, or challenges along the way.
We listen first. Your goals, your fears, your family, your definition of true wealth — captured in a 90-minute conversation, not a questionnaire.
We evaluate your current financial situation with rigorous diagnostics — cash flow, net worth, risk exposure, and projection modeling.
A written, prioritized roadmap. Not a 200-page binder — a living document you'll actually understand and use.
We coordinate every moving part — investments, insurance, estate documents, account structures — and handle the heavy lifting.
True wealth is more than just money. It's freely living your life. It's making sure your next generation will have a legacy. It's time spent well. It's confidence in your future.
Tell us a little about where you are today and where you'd like to be. We'll reply within one business day to schedule a complimentary 30-minute introductory call — no pressure, no obligation, just a conversation about what's possible.