Founded in 2007, Jaffe Financial Management's goal is to provide innovative financial strategies and investment management services for individuals, families, and businesses throughout Maryland, Virginia, the District of Columbia, and beyond.  With access to a variety of investments such as mutual funds, stocks, and bonds, and the offerings of over 100 different insurance companies, Jaffe Financial Management provides clients with a blend of products and services that fits their unique needs and requirements.  Our professionals pledge to deliver the utmost in clients services with the highest standards of integrity.

Eric M. Jaffe is a Financial Planner and Advisor who works with individuals and businesses on a variety of financial matters, including investment and risk management, wealth accumulation, and estate planning.

As a planner, Eric helps people prepare for major financial events that require foresight and planning, such as achieving financial independence, educating children or grandchildren, or building or preserving an estate.  Eric also works with small to mid-sized businesses to help plan for events such as business succession.

As an advisor, Eric works with clients to help implement their plans and programs.  This often involves overseeing money and investments through brokerage accounts, retirement plans, or education funding programs.  It also can include placing insurances such as life, disability, long-term care, or health insurances.  When working with businesses, Eric assists in reviewing, developing, or managing group benefit programs or executive deferred compensation arrangements.

Eric has expertise working with plaintiffs' attorneys and their clients who are receiving substantial sums of money in connection with settlements or judgments of lawsuits, including analyzing issues relating to structured settlements.  He is certified as a Special Care Planner for work with families with special needs situations.  Eric has over thirteen years of experience in the legal and financial services industries including stints over the past five years at The Washington Group and AXA Advisors.  He practiced law for five years at Ross, Dixon & Masback, LLP, a private firm in Washington, D.C., and for three years in the Civil Division of the United States Attorney's Office for Washington, D.C.  Eric earned a Bachelor of Arts degree at Amherst College, and a Juris Doctor, cum laude, from the University of Michigan Law School.

Securities, financial planning and advisory services offered through LPL Financial, Member FINRA/SIPC