Carmichael Hill & Associates Employee Directory
Financial ServicesMaryland, United States2-10 Employees
Carmichael Hill & Associates is a small, independent financial planning and investment management firm based in Gaithersburg, Maryland, serving clients across the United States. The firm focuses on retirement planning for clients over age 50 and relies on CERTIFIED FINANCIAL PLANNER™ practitioners to guide clients through a range of financial challenges. Its services include retirement planning, investment management, workplace benefits evaluation, insurance analysis, tax mitigation strategies, and social security optimization. The practice emphasizes building long-term relationships, with many client connections spanning generations. Established in 1989, the organization supports clients as they plan for life transitions. In late 2024, Carmichael Hill & Associates was acquired by MAI Capital Management, expanding the acquirer's footprint in the Washington, D.C. area.