What We Do
At Sandbox Financial Partners, we provide comprehensive financial planning and investment management solutions. We work collaboratively to craft personalized and transparent financial strategies that you can understand.
Why We're Different
Our firm is employee-owned and independent. We are not part of a bank, brokerage or insurance company meaning we have no proprietary interests and fewer conflicts. As a Fiduciary, we act in your best interest 100% of the time.
We are very proud to announce that Brian Salcetti has been recognized on the Forbes “Best-In-State” Wealth Advisors list for 2021. Only 5,000 advisors out of 210,000+ in the United States make this list. Brian is part of an even smaller group who advise their clients independently of the bank, brokerage and insurance companies to significantly reduce any conflicts of interest. By working in a Fiduciary capacity, we act in your best interest 100% of the time.
During a year which was so unprecedented, Brian was able to help guide our firm and loyal clients through a challenging period of time. His commitment and passion to helping our clients certainly merits this recognition. It's an honor to receive such a recognition but a credit to our wonderful clients; without you this humbling acknowledgement would not be possible.
Bethesda Magazine's May/June publication includes a section called Faces of 2021 that profiles local business leaders. We are proud to announce that Sandbox Financial's Brian Salcetti is profiled as "The Face of Wealth Management" for 2021.
After his recent recognition by Forbes Magazine as a "Best-in-State" Wealth Advisor, this profile highlights how Brian and Sandbox Financial continue to evolve as an independent financial planning and wealth management firm. Trust, Transparency, Technology and a client first culture (Fiduciary) have been keys to their growth.
The "Sandbox" Concept
Sandbox Financial is a firm that lives and breathes a collaborative and unified purpose, focusing squarely on our clients' financial needs. In the same way a sandbox serves as a secure space for imaginative minds to build, design and mold - so does our firm. Together, we take a creative and collaborative approach to helping guide and plan for your financial future.
A "sandbox" is a relatable, open and welcoming environment where new relationships can be made, as well as a safe place where new concepts can be tested, proven and implemented. Watching our children play together in the sandbox, is where we solidified our name. Sandbox evolved into a great metaphor for how our firm takes a collaborative approach to building and preserving wealth for your family or business.