The Ross Group

09/14/2026

The Ross Group is pleased to announce that we are once again a proud sponsor of Always There Horse Care and its equine ambulance service.

Always There Horse Care provides an invaluable resource to our equestrian community, offering specialized transportation and assistance for horses during emergencies, injuries, illness, and other situations when safe transport requires additional care and expertise.

For horse owners, trainers, veterinarians, and barn professionals, knowing that a properly equipped equine ambulance and experienced team are available when needed can provide tremendous peace of mind.

At The Ross Group, our connection to the equestrian community extends well beyond the arena. We are proud to support services that help protect the health, safety, and well-being of the horses that mean so much to all of us.

It is our privilege to continue our sponsorship of Always There Horse Care and to support the important service they provide to horses and their people throughout our community.

09/01/2026

So excited to share this highlight of the amazing team at RBC Wealth Management! 🌟

While I am thrilled to be featured in Bethesda magazine, what truly makes me proudest is the opportunity to work with such brilliant, dedicated women in our field. Every day, I'm inspired by their expertise, work ethic, and commitment to delivering exceptional service to our clients.

This publication represents the power of a team that lifts each other up. Whether we're navigating market complexities, building client relationships, or breaking barriers in wealth management, we do it together.

Grateful for this recognition, which would not be possible without a team and clients who allow me to do the work I love every single day.

06/08/2026

The Ross Group was proud to sponsor the Thoroughbred Jumper Classic at the 2026 Upperville C**t & Horse Show.

We are honored to support Upperville, a 501(c)(3) nonprofit and to celebrate Thoroughbreds as they transition from racing to successful second careers in the equestrian sport. These remarkable athletes continue to showcase their talent, heart, and versatility long after leaving the track.

Congratulations to Jill Smith and her partner Cinnamon Bay on their win in the Thoroughbred Jumper Classic!

Photo Credit: In Frame Photography

05/02/2026

Nothing brings me more joy than helping my clients figure out their financial lives, but fresh flowers is a close second.

Received this beautiful arrangement today from a client as a token of appreciation. From navigating a home purchase in a competitive market, to thinking strategically about inherited IRA distributions, to evaluating long-term care and disability insurance options, to exploring various trust and estate planning structures, to considering tax implications, all while planning for a work optional future for a young family...we have had our work cut out for us. But I am so proud of the progress we have made and it is clear our clients know, see, and appreciate what we do for them.

At the end of the day, my job is to empower my clients with the financial advice they need so they can focus on what brings them joy - fresh flowers or otherwise.

03/19/2026

We’re proud to announce that The Ross Group is the 2026 sponsor of the Thoroughbred Jumper Classic at this year’s Upperville C**t & Horse Show — a 501(c)(3) nonprofit organization we’re honored to support.
The show runs June 1–7, with the Thoroughbred Jumper Classic taking place on June 3rd. Supporting Thoroughbreds in the sport is important to us, and we’re proud to back that commitment with meaningful investment — helping to showcase their value in the equestrian world.
It’s a great week of sport, tradition, and community. We look forward to a great week in Upperville — hope to see you there.

02/25/2026

Humbled to announce that The Ross Group has been named a Forbes Best-In-State Wealth Management Team for another year.

We work every day to support our clients through the rollercoaster of life (and markets) and would not be where we are today without their trust.

Here's to another year of providing principled guidance for your life and beyond.

https://bit.ly/4aRZJZm

01/23/2026

A Time of Reflection

Looking back with gratitude on the accomplishments of The Ross Group over the last four decades.

Please read Steve's latest post:
https://bit.ly/4sUCaHt

01/16/2026

New year, new title, same unwavering commitment to my clients.

Proud to announce that I have earned the honorary title of Vice President. Honored to be recognized for empowering individuals and families with financial advice so that my clients can focus on what brings them joy.

11/28/2025

With the holidays approaching, many people are looking forward to seeing family. But how many of those families are having honest conversations about their finances? This article highlights why it is so importance to be forthright about estate planning and inheritance.

Looking for help in having these conversations with your parents or children? Reach out today for some tools for discussing wealth transfer.

While talking about money that may be passed down to adult children can be uncomfortable, it can avoid problems down the road, financial advisors say.

11/26/2025

Ahead of the Thanksgiving holiday, The Ross Group welcomed some family visitors to the office. Having those closest to us visit - especially the young ones - is always a great reminder of our mission to help individuals and families throughout their lifetimes.

We are so thankful for our clients, family, and friends and and wish everyone a wonderful Thanksgiving.