Rockville, MD
Your Vision. Our Process.
We believe financial advice is about more than just having a plan. It's about having the right plan for you.
MEET THE TEAM
Paul J. Phelan
Managing Director
OFFICE LOCATIONS
Rockville, MD
15200 Omega Dr.
Suite 100,
Rockville, MD, 20850
240-864-9117| mon | 8:00 AM - 5:00 PM |
| tue | 8:00 AM - 5:00 PM |
| wed | 8:00 AM - 5:00 PM |
| thu | 8:00 AM - 5:00 PM |
| fri | 8:00 AM - 5:00 PM |
| sat | Closed |
| sun | Closed |
The advisors on this page are not affiliates of World Insurance Associates LLC.
About World
World Investment Advisors is a leading financial services firm committed to providing real results. Form trusted relationships with experienced professionals who offer a deep bench of comprehensive wealth management solutions.
Wealth Planning & Investment Management
Personalized financial planning, portfolio design, investment strategy, and performance management.
Tax & Estate Planning
Risk management and estate planning to align your wealth with your financial plan, goals and legacy.
Retirement Plan Solutions
Customized retirement plan design, administration, and participant education.
Business Protection & Benefits
Personalized financial planning, portfolio design, investment strategy, and performance management.
Private Client Services
Exclusive strategies for complex financial needs, from multi-generational wealth to charitable foundations.