Offit Advisors

Ben, Laura, and Sophia had a great night at VC in DC, connecting with tech leaders, founders, and investors shaping the future of the District! Offit Advisors was proud to sponsor the event.

A huge thank you to DC Tech & Venture Coalition (DCTAV) for bringing together such an incredible community driving innovation in DC.

📢 Our August edition of On It with Offit is out!

This month, we’re highlighting our upcoming Financial Literacy event, OA team travels, valuable client testimonials, and why estate planning documents are crucial for securing your future. Stay informed and empowered with the latest insights!

Great night with the Offit Advisors team and Ulman Foundation. It was an honor to help serve dinner and have some laughs with great people. Keep up the good fight! 🤛 🥊 🙏 ❤️

March has been a memorable month for Offit Advisors!

OA Financial Advisor Laura Sendldorfer passed her Certified Financial Planner (CFP) certification exam! We are so proud!

Ben Offit awarded Five Star Wealth Manager by Baltimore Magazine for 8th year in a row!

OA recognized by Kestra Financial as an industry leader!

Read the full newsletter and watch Ben’s Market Message at the link below.