National Retirement Planning Experts

National Coverage
Local Professionals


Erich Imphong

Plotkin Financial Advisors, LLC

8401 Connecticut Ave
Suite 400

Chevy Chase, MD 20815


A Strong Set of Values Infused into Every Relationship

About Plotkin Financial Advisors, LLC

As a CERTIFIED FINANCIAL PLANNER at Plotkin Financial Advisors, LLC I am in the business of making a difference in the lives of clients and their families. I am guided by the core values of honesty, integrity, independence, innovation, objectivity and as a fiduciary of clients' interests. As an independent firm, we are free to craft financial plans and make recommendations that fit our clients best. The services and investments we recommend are based on what is in the best interest for our clients and their families.

My firm's comprehensive wealth management service is a refined process that helps to define and clarify the financial landscape for the clients we serve. Together, we help you and your family work towards your financial goals.

What - Provide clients with sound advice regarding every aspect of their financial lives.

How - I utilize our proprietary Legacy Program method to design a customized wealth management plan.

Why - I believe comprehensive financial planning is the foundation of achieving your desired lifestyle.

See Disclosures

General Information

Firm Start Year


No. of Employees




Firm CRD#


Name of Broker/Dealer

Independent Financial Group, LLC

Name of Custodial Firm

Charles Schwab

States Licensed in


Years of Experience in Financial Services


Number of Years with Current Firm


Work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses

Advisory Services Provided

Portfolio Management, Retirement Planning, Money Management, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts


Investment Types

Stocks, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Bonds, Options & Futures, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Your Home, Our Office, Phone, Your Office


Registered Investment Advisor


Registered Representative


Investment Advisor Representative


Acknowledged fiduciary


Qualifications & Membership

Certifications, Accreditations & Designations


Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Variable Life, Variable Annuity, Life, Annuity

Compensation and Fees

Fee Structure


Minimum Portfolio Size for New Managed Accounts


Compensation Methods

Based on Assets


Masters of Science in Finance -

University of Loyola, Maryland

Bachelor of Science -

The Catholic University of America

Disclosures provides referrals to financial professionals. is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures,-llc-detailed-disclosure


Securities offered through Independent Financial Group, LLC, a registered broker- dealer. Member FINRA/SIPC. Advisory services through Plotkin Financial Advisors, LLC, a registered investment advisor. Plotkin Financial Advisors, LLC and IFG are not related entities. For a list of states in which we are registered to do business, please visit our website