SEEING WHAT OTHERS SEE, FINDING WHAT NO ONE'S FOUND.
We are dedicated to providing investment management and strategic wealth planning that is right for you
Our mission is to take the complexity out of wealth management and provide straightforward advice to guide you towards your goals. Whether you’re a first-time investor or getting ready to retire, we’re here to offer insights, education, and support tailored to meet your needs now and in the future.
A More Personal Approach to Financial Planning
No two retirements, portfolios, or investment strategies are the same. Before we make any recommendations, we take the time to learn who you are and what you hope to achieve. From there, our team will create a plan that addresses what’s most important to you, while considering your entire financial picture.
Why Us?
Our Services
Products & Services
Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
Financial Planning
Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
Retirement Planning
Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.
Estate Planning
It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to minimize the latter.
Tax Planning
You and your family (partner, spouse) work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from.
Asset Management
Our Team
Michael D. Worch
Michael D. Worch
President of Worch Financial Group
If not conducting a meeting, teaching a class or in flight to meet a client, Michael can most likely be found right behind his desk in Rockville, Maryland. Here you will often find him reading up on the latest tax law change, economic modeling technique, devouring the intricacies of an estate plan or skillfully determining the best strategy to create a more fluid and effective financial model for someone. An avid sports enthusiast, you might otherwise find Michael at a local seasonal sporting event, including Washington Redskins, Baltimore Ravens or any Terps game. Michael enjoys working with professional athletes and sportscasters, which are a major part of his practice. Born and raised in Bethesda, Maryland, he now lives just 10 minutes from his childhood home. Michael married his college sweetheart, Patti Chartier, in June 1999. Patti, originally from Northern Virginia, is a stay at home mother of four. They currently reside in Gaithersburg, Maryland.
Harriet Shrewsberry
Harriet Shrewsberry
Client Relations Manager
Born in Idaho Falls, Idaho, Harriet’s family relocated to the Washington area when her father took a job with the Nuclear Regulatory Commission. Harriet has lived in Montgomery County for over 40 years. A 1990 graduate of the Maryland Drafting Institute and almost 20 years of experience in the mortgage business, Harriet has settled into the financial planning business with Mike and provides administrative and client support. Harriet is very family driven, has 5 children, 4 boys and 1 girl. One son works in the construction field, two sons work in the auto industry, her youngest son is a Marine stationed in Okinawa, Japan and her daughter is working and attending college.Harriet’s strong family values and work ethics have become her base for providing Worch Financial Group clients with the best customer service possible.
Chris King
Chris King Worch
Financial Group, LLC
Chris King has been affiliated with Worch Financial Group since 2010. His goal is to make the process at Worch Financial Group inviting, informative and empowering. Chris works directly with clients to help them achieve their goals and objectives, with a focus on macro planning. Chris is a graduate of Georgetown Prep in North Bethesda, and he received his undergraduate degree from Loyola University, Maryland in Political Science with a minor in Business. Outside the office, Chris can be seen cheering on the Washington Nationals and Redskins and frequently attends home games for both teams.
Kane Worch
Kane Worch
Customer Relations Specialist / Associate Advisor
Kane Worch, a recent graduate of Xavier University, brings a fresh perspective and enthusiasm to Worch Financial Group. Currently preparing for the Life and Health Insurance Exam, Kane is poised to enhance his ability to serve clients effectively. Worch Financial Group holds a special place in Kane's heart, as it was founded by his father, Michael. Watching his father build the company from the ground up has been incredibly inspiring, and Kane is proud to be part of the family's legacy. Growing up, he witnessed firsthand the dedication and passion his father put into helping clients achieve their financial goals, and he is committed to carrying on that tradition. In his role as a Customer Relations Specialist, Kane is dedicated to providing personalized and attentive service to each client. He believes in building strong, lasting relationships and ensuring that clients feel valued and understood. Whether a new client seeking guidance or a long-time client with evolving needs, Kane is there to support them every step of the way. Outside of work, Kane enjoys Golfing and hanging out with friends and family, which help him stay balanced and motivated. Excited about the future and the opportunity to grow with Worch Financial Group, Kane looks forward to contributing to clients 'success and financial well-being.