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Brett Friedman, CFP®

Investment Advisor Representative

I take great pride in my work, and I have dedicated my career to helping the people I work with achieve their financial dreams. Back in 2006, I joined our sister firm DeLeon & Stang, and have since accumulated over 20 years of experience working with clients and expanding my knowledge of the financial industry.

Academically, my background includes earning my Bachelors of Arts and Finance at Towson University, as well as my Certificate of Financial Planning from Georgetown University. I am a Certified Financial Planner ™ and am motivated by creating lasting, long-term relationships with my clients. It is truly a pleasure to watch people and their families grow and to see over the course of time the positive impact I can have on their situation.

My friends and co-workers will tell you that I am very friendly and outspoken, and I believe my clients would tell you I have great financial awareness, and a very strong work ethic. I know how important it is to maintain a positive mindset while pursuing one’s goals, so I live by my favorite quote: “Whether you think you can or you think you can’t, you are right.”

I grew up in Gaithersburg and currently reside in North Potomac, Maryland, with my wife and our son and daughter. I enjoy the proximity of my home to the D.C. metropolitan area and I am a passionate D.C. sports fan. In my free time, I enjoy coaching my kids teams, playing golf, traveling, and spending time with friends and family.

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D&S Wealth Management Group, LLC (DSWMG) is a registered investment advisor located in North Potomac, Maryland.  DSWMG and its investment advisor representatives are in compliance with the current filing requirements imposed upon state-registered investment advisors by those states in which DSWMG maintains clients. DSWMG may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.   Additional information, including our services, advisory fees, and other helpful disclosures, can be found in our Form ADV Part 2, which is available upon request or on the SEC’s website here.

Investment advisory services are offered through DSWMG. Insurance services are offered through D&S Insurance Solutions, LLC.  Accounting and tax services are offered through Deleon & Stang, CPAs and Advisors.

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