Bethesda Wealth Planning Group Revenue

Financial Services • North Bethesda, Maryland, United States • 1-10 Employees

Bethesda Wealth Planning Group revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Key Contact at Bethesda Wealth Planning Group

Simeon Esprit

Co-Founder & Managing Partner

Company overview

Headquarters	909 Rose Ave, 400, Bethesda, Maryland 20852, US
Websites	b-wpg.com bethesdawealthplanninggroup.com
NAICS	52
Employees	1-10

Bethesda Wealth Planning Group Email Formats

Bethesda Wealth Planning Group uses 1 email format. The most common is {first name} (e.g., john@b-wpg.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@b-wpg.com	100%

About Bethesda Wealth Planning Group

We deliver practical financial advice to individuals and families across the United States. Whether you are just getting started or planning for retirement, we are here to help. -Our Process- 1. Strategize Collaborate to determine immediate needs, future objectives, and potential obstacles that may take us off track. 2. Plan Discuss areas of opportunity for success and Design a roadmap with incremental milestones. 3. Take Action Bring the Plan to life by taking steps toward a stronger financial future. Whether you have specific objectives, a general sense of what you want to accomplish- or just want to get organized- we are here to outline the options and opportunities in your grasp. We believe in accountability. Through our proactive engagement, you will be able to look back on the milestones we have accomplished together.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Bethesda Wealth Planning Group has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Bethesda Wealth Planning Group has never raised funding before.

Bethesda Wealth Planning Group Tech Stack

Discover the technologies and tools that power Bethesda Wealth Planning Group's digital infrastructure, from frameworks to analytics platforms.

Google Workspace

Adobe Fonts

Font scripts

Modernizr

JavaScript libraries

Lodash

JavaScript libraries

reCAPTCHA

Security

Squarespace Commerce

Ecommerce

Stimulus

JavaScript frameworks

HSTS

Security

Open Graph

Miscellaneous

core-js

JavaScript libraries

Cart Functionality

Ecommerce

Google Maps

Maps

Frequently asked questions

Bethesda Wealth Planning Group is located in North Bethesda, Maryland, US.

Bethesda Wealth Planning Group generates an estimated annual revenue of $342,220. This revenue figure reflects the company's market position and business performance in its industry.

Bethesda Wealth Planning Group has an estimated valuation of $1,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Bethesda Wealth Planning Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Bethesda Wealth Planning Group

Simeon Esprit

Co-Founder & Managing Partner

4.8

40,000 users