wiseradvisor

Justin Gradolf
Sandbox Financial Partners

Tel: (301) 214-4190
6903 Rockledge Dr
Suite 1200
Bethesda, MD 20817
Sandbox Financial Partners | Financial Advisor in Bethesda ,MD

About Sandbox Financial Partners

As an independent Registered Investment Advisor, we place your interests above all else. We are stewards of your wealth and are held to a fiduciary standard by the Securities and Exchange Commission. We are required to act solely in your best interest. Our measure of success is working with you and your family to protect and grow your wealth and achieve the goals you set out to accomplish.

Sandbox Financial Partners LLC is a registered investment advisor. Please visit our website https://www.sandboxfp.com for important disclosures.


General Information

Firm Start Year:   2018
No.of Employees:   5-9
I work with the following types of clients:   Individual Investors, Businesses


Services

Investment Types:   Mutual Funds, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Bonds, Annuities, Commodities, Stocks, Mortgages & Real Estate, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via phone, At my office, At your home, At your office, Video Conference, Via email


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Long Term Care, Variable Annuity, Life


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee Only
Compensation Methods:   Based on Assets
Additional Details on Charges:   Management fee varies based on Assets Under Management.


Justin Gradolf

Justin Gradolf

AIF®

It's Justin's goal to build meaningful relationships on a foundation of trust and transparency. He believes in establishing clear and achievable financial targets for his clients. This process includes developing personalized strategies that help navigate risks and identify opportunities. Having been in the financial services industry since 2005, Justin's well prepared to assist in all aspects of investment management, retirement planning and insurance.

Justin was born and raised in the Cincinnati, Ohio area and went on to graduate from Bowling Green State University. He now lives in Bethesda, Maryland with his wife (Gabby), their two sons (Maxwell and William) and beloved bulldog (Porterhouse). Justin enjoys exercising, traveling, food and wine, almost all sports and spending time with his friends and family.

Social Networks

tweeter facebook linkedin google plus