Serving Those Who Serve

Financial ServicesMaryland, United States11-50 Employees

Serving Those Who Serve operates in the financial services sector, offering guidance and planning support tailored to active and retired federal executives. The firm helps clients navigate benefits tied to federal employment, including the Thrift Savings Plan, disability coverage, and long-term care insurance, with an emphasis on simplifying the complexity of benefit handbooks that frequently change. Based in Rockville, Maryland, the company positions itself as an advisory ally for individuals who have dedicated their careers to public service, aiming to align their benefits with their professional responsibilities.

As a smaller independent entity connected with Raymond James Financial Services, Serving Those Who Serve serves a specialized federal workforce through a collaborative model. Its target market comprises federal officials and leaders who require expert interpretation of federal benefits to maximize their available protections and planning opportunities within the broader financial services landscape. The firm emphasizes its longstanding industry focus dating back to 1989, highlighting a commitment to personalized guidance in a niche segment of financial planning.

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