Products and Services

Acacia Financial Advisors LLC provides the following:

Investments: *

  • Brokerage Account: Stocks, Bonds, Mutual Funds and Government Securities
  • Managed Account Programs
  • Annuities
  • Alternative Investments: REIT, Equipment Leasing, Oil and Gas Energy, Unit Investment Trusts, Note Programs, Structured Products, and Tax Credit Programs

Financial Planning: *

  • Retirement Planning: Traditional IRA, Roth IRA, SEP-IRA, Simple IRA, 401(K), Cash Balance Plan, and Profit Sharing Plan
  • Estate Planning and Trust Services
  • College Planning


  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Group and Individual Health Insurance

We offer both fee and non-fee based financial planning along with access to over 100 investment and insurance companies and numerous fee-based money management firms.

3204 Tower Oaks Blvd.
Suite 208
Rockville, MD 20852-4277

Phone: 301-881-9888
Fax: 301-881-9887
Insurance and Financial Services E-mail: