Offit Advisors

02/25/2025

Ben, Laura, and Sophia had a great night at VC in DC, connecting with tech leaders, founders, and investors shaping the future of the District! Offit Advisors was proud to sponsor the event.

A huge thank you to DC Tech & Venture Coalition (DCTAV) for bringing together such an incredible community driving innovation in DC.

09/04/2024

📢 Our August edition of On It with Offit is out!

This month, we’re highlighting our upcoming Financial Literacy event, OA team travels, valuable client testimonials, and why estate planning documents are crucial for securing your future. Stay informed and empowered with the latest insights!

07/31/2024

Check out our July edition of On It with Offit! This month, we’re excited to highlight Ben and Sophia on Klik TV where they share insights on managing financials. Plus, Ben shares photos of his journey through beautiful Wyoming. Check out the link in our story!

06/28/2024

June newsletter highlights! 📣

🎉 Congratulations to Barbara Owens and Jeanne Berger for 8 great years with Offit Advisors. Our clients and team value you and appreciate all your hard work.

🗓️ Mark your calendars! This fall, we’re hosting an educational event aimed at empowering teens, and young adults with essential financial literacy and investment knowledge. More information to come.

Click the link in our story to read the full newsletter.

06/26/2024

Offit Advisors's Ben Offit and Sophia Trakhtman Taslitsky recently engaged in an insightful conversation with KLIK.Solutions’ Brooke (A.K.A. TechBarbie Blog).

Topics covered included saving, investment strategies, financial literacy, and common financial mistakes. Take a watch!

Join us in Episode 67 with Sophia Trakhtman and Ben Offit! In this video, we have an enlightening conversation with experts from Offit Advisors, where they ...

06/19/2024

Ahoy, legal professionals! Offit Advisors invites lawyers and other legal professionals to set sail with Klik Solutions for an exclusive networking happy hour aboard a pirate ship! 🏴‍☠️

Join us on Thursday, June 27th, from 4:30 PM to 7:00 PM for "Tech Treasures" — an event designed to help you navigate the latest in legal tech, cybersecurity, and cloud solutions.

Don't miss this opportunity to connect with fellow law firms and industry experts in a unique and exciting setting.

🗓️ Date: Thursday, June 27th
⏰ Time: 4:30 PM - 7:00 PM
📍 Location: Aboard the Pirate Ship, 1000 Key Hwy E, Baltimore, MD 21230

Click below to register! 💼⚖️

https://law-firm-pirate-happy-hour.klik.solutions/

06/07/2024

Great night with the Offit Advisors team and Ulman Foundation. It was an honor to help serve dinner and have some laughs with great people. Keep up the good fight! 🤛 🥊 🙏 ❤️

05/29/2024

The OA Team has had a busy past few weeks!

Laura, Zachary, and Sophia attended the FPA of Maryland's Annual Symposium, discussing market impacts, real estate, and marketing strategies. As President of the FPA of Maryland Laura Sendldorfer, ChFC®, CIC® helped lead the event, featuring renowned financial speaker Morgan Housel.

Meanwhile, Ben and his wife Amanda enjoyed the Kestra Leader's Conference at the historic Homestead in Hot Springs, VA, celebrating and connecting with top advisors nationwide.

Plus, Ben and his son Nate represented Offit Advisors at the Maple Lawn Spring Fling!

https://mailchi.mp/offitadvisors/on-it-with-offit-march-10327967

04/26/2024

We’re so excited to share that Jennifer Browning is joining the OA Team as Director of Investment Operations!

Jennifer began her journey in the financial industry in 2008. Jennifer enjoys building rapport and establishing strong relationships with clients. In her free time, she enjoys spending time with her husband, Jered, and their sons Andrew and Connor, as well as going to the beach, reading, cooking, and exercising.

Welcome, Jennifer!

03/22/2024

March has been a memorable month for Offit Advisors!

OA Financial Advisor Laura Sendldorfer passed her Certified Financial Planner (CFP) certification exam! We are so proud!

Ben Offit awarded Five Star Wealth Manager by Baltimore Magazine for 8th year in a row!

OA recognized by Kestra Financial as an industry leader!

Read the full newsletter and watch Ben’s Market Message at the link below.

02/20/2024

February brings more exciting journeys! ✈️ Offit Advisors was at Kestra’s Ascend Conference, soaking up invaluable insights to better serve you.

Click the link in our story for highlights and key takeaways, plus essential tips and reminders along the way!

01/22/2024

January was an exciting month for OA. We welcomed the skilled and highly motivated Sophia Trakhtman to the team and highlighted important reminders for the start of the new year 🎉✅👩🏼‍💻

Tap the link in our story to subscribe to On It With Offit! 🗞️

Sophia Trakhtman