Fiduciary Wealth Management Bethesda MD for Peace of Mind
Our Services
Thoughtfully Built, One Piece at a Time
Our service model exceeds industry norms. We stay in close touch with you throughout the year with quarterly check-ins and annual in-depth reviews. From major life events to simple account updates, we are proactive partners. Our clients also lean on us for estate planning, education funding, tax strategies, and more—with no extra cost.
Planning That Goes Deeper
Support for Life’s Complexities
We offer all the services you’d expect from a traditional advisor—but that’s just the beginning. Our clients turn to us for:
Estate and legacy planning
Education and tax strategy
Special needs planning
Debt management
Refinancing +much more
No upselling. No extra charges.
Just holistic support, tailored to what matters most to you.
Testimonials
I have not retired yet but highly recommend David Greenleigh based on two things: 1) I feel like he gives me as much attention now as he will when I do retire - he always responds to emails/texts immediately, and 2) many of my ExxonMobil coworkers (retired or not) use David, and everyone is very pleased (with the exception of one person but review is not based on an honest assessment of facts). Not only does he advise on financial planning, but he's also helping me make decisions on a new vehicle purchase next month.
★★★★★
Carla
Google Review
No Hidden Costs. Ever.
One Simple Fee Covers It All
At LGG Financial, our compensation is fully transparent. We don’t earn commissions or sell products. We’re paid a flat fee based on the assets we manage for you—period. That means our only incentive is your success.
Fiduciary Wealth Management Bethesda MD for Peace of Mind
Beyond the Basics
Planning That Goes Deeper
All the services you’d expect from a traditional advisor—but that’s just the beginning. Our clients turn to us for:
Quarterly Check-ins
We connect with you regularly to review performance, share insights, and hear what’s new in your life.
Annual Plan Review
We evaluate your progress against your financial plan—not just the markets—to keep you on track.
Life-Based Planning
Thinking about moving, traveling, or big purchases? We adjust your plan to match your real life.
Education & Tax Strategy
From college funding to tax-smart withdrawals, we help you plan with purpose and clarity.
Estate & Legacy Planning
We guide you in building a legacy that reflects your values and supports your loved ones.
Special Needs Planning
Get thoughtful, customized support for long-term care and family security.
Debt & Refinancing Guidance
We help you manage debt wisely and explore smart financing options, including real estate.
Transparent, All-Inclusive Service
No extra fees. All services are included—because true planning covers more than investments.