Overview

Obsidian is a full financial services firm offering financial planning, asset management, succession and continuity planning. We are committed to helping both businesses and individuals by utilizing the most innovative financial tools to preserve, build and grow their wealth. We have several experts on staff with CFP designations. The cumulative experience and skills of our staff provides clients with the advantage of focused and tailored advice that is highly valued. We are located in the DC Metro area and manage approximately 200 million in assets for 180 households across 17 states. We believe in a strong team culture and a ‘client-first’ approach. Partnering with Obsidian will prove to be a benefit to all parties. Your clients will continue to receive the service they deserve, and you will benefit from a thorough succession and transition plan to relax and enjoy your retirement. You need to know you're joining an organization that aligns with your values and the culture you need to succeed, lets schedule a conversation to ensure you can have confidence in your transition.

Last Activity
6 months or more

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