Retirement Planning near Gaithersburg, MD | (k)RPG

Financial Strategies

Effective solutions for every stage of life.

Investment Advice

Smart financial advice for the discerning investor.

Estate Planning

Preserve a legacy that will last.

Helping you to Achieve, Grow and Protect your Wealth

Every action we take is based on our data-driven process.

Wealth Management

(k)RPG utilizes a comprehensive process that focuses on all facets of your financial affairs to create a course of action. This process was developed to help grow, preserve, and distribute wealth throughout your lifetime.

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Retirement Plan Services

KRPG Advisors, LLC provides Plan Sponsors and Trustees the knowledge, experience and the resources required to develop and maintain a successful retirement plan that meets their fiduciary responsibilities. Our consulting process is differentiated by five key elements.

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Consulting

Various financial consulting services are available on a per hour fee basis. Please contact us for additional information.

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You Deserve Your Own Financial Strategy

You Deserve Your Own Financial Strategy

No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.

Ready to get started? We are ready to help.

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Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

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The Utility of Sector Investing

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

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Reviewing Your Life Insurance Needs

Reviewing Your Life Insurance Needs

Learn how the review process works and how it may help you better understand your Life Insurance.

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Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.

Meet Our Team

Walter Ziffer

Walter L. Ziffer, AIF® CPFA® NQPA®

Senior Vice President

Howard Pasternak

Howard M. Pasternak

Senior Customer Relationship Manager

Tyler McManus

Tyler McManus

Customer Relationship Manager

Hannah Kebede

Hannah Kebede

Customer Relationship Manager

Jeff Gurganus

Jeff Gurganus

Chief Financial Officer

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