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David Erskine, Financial Advisor

FINANCIAL ADVISOR
David Erskine

CFP®, CEPA®, CRPC™
17904 Georgia Ave Ste 107, Olney, MD 20832opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Retirement Savings Strategies
  • Divorce Finances
  • Retirement Income Strategies
  • Charitable Giving

About David

As a financial advisor in Olney, Maryland, I work with families, individuals and small-to-medium sized businesses to deliver personalized financial advice and strategies. My driving passion is to help you succeed in achieving not only your financial wellness goals but also your deeper life goals and dreams — what matters most to you.

Clients look to me and my team when they need help navigating the financial side to a new phase of life, such as nearing or living in retirement, marriage or divorce, birth of a child or adoption, paying for college or private school, passing of a loved...

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Franciscan Univ-SteubenvilleBachelor of Arts

Personal Interests

  • Outdoor Enthusiast
  • Sports Enthusiast
  • Community Outreach
  • Reading
  • Health & Nutrition

Team Members

  • Amy Wert
    Sr. Branch Office Administrator
  • Vicente Garcia
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(301) 774-8500

Fax

(888) 203-7624

Office Address

17904 Georgia Ave Ste 107
Olney, MD 20832opens in a new window

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