Medallion Financial Group
We opened our doors in 1987 and have been helping families invest in the future for over 30 years. Our focus is twofold: first and foremost, we are fiduciaries. We stand against any violation of laws, values and ethics. Second, we treat our clients as part of our family, putting their needs before our own. We strive to exceed client’s expectations – because we have high expectations of ourselves.
Dan Searles CFP®, CEP®, LUTCF & Ryan Dunn ChFEBCsm, ChFC® sit down to talk about the Beach Boys, Good Vibrations, and why you shouldn't stick with a financial plan if it is wrong.
Subscribe to our YouTube channel, Spotify, and Apple Podcasts accounts to catch up with our latest episodes.
We offer free consultations! Give us a call at 301.990.9704 or fill out our intake form on Medalliongroup.com
02/23/2026
Have you listened to the latest episodes yet?
Babe Ruth, Ty Cobb, and Financial Diversification Dan Searles CFP®, CEP®, LUTCF & Ryan Dunn ChFEBCsm, ChFC® and dive into the risks and myths associated with financial planning. To sign up for your compli...
02/05/2026
Listen to more from Dan and Ryan on Upcoming Episodes! Get caught up at the links below!
The Vanderbilt Problem, When Money Outruns Legacy Dan Searles CFP®, CEP®, LUTCF & Ryan Dunn ChFEBCsm, ChFC® and dive into the risks and myths associated with financial planning. To sign up for your complimen...
New Episode comes out on February 2nd! Be sure to check out our first episode on YouTube, Spotify, and Apple Podcasts.
https://open.spotify.com/episode/44utu3IFYRQ3nOjTCo2ocy?si=3lhunbMnQRyoYb_ISB1Tcg
https://podcasts.apple.com/us/podcast/beyond-the-numbers/id1821474522
https://youtu.be/W29wgz9EAY4
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Contact the business
Website
Address
13 E Deer Park Drive
Gaithersburg, MD
20877
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |