About Us

Sandbox Financial Partners provide comprehensive financial planning and investment management solutions. We work collaboratively with you and your tax and estate professionals to craft personalized and transparent financial strategies that you can understand. Sandbox Financial is an independent firm and all financial advisors are Fiduciaries, meaning they are required to act in your best interest, all the time. We are not part of a bank, insurance company or wall street firm and have no proprietary interests. We offer advice & guidance, not products. Our services include Wealth Management, Investment Advisory, Financial Planning, Retirement Planning, Life Insurance and Long-Term Care. Sandbox Financial Partners has been featured in Forbes, Fortune, Bloomberg, Wall Street Journal, Washington Post & Bethesda Magazine.

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