Financial planner · Takoma Park, MD · reviewed since 2024
iHow the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 59%89+52.2Reliability 26%79+20.6Value 15%78+11.9Experts Score= 85Not enough data for replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews.85SCORE
AGradeiLetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20.
#27 of 34 financial plannersiPosition by Experts Score among all companies we track in this category. · better than 21%
4.9★★★★★35 Google reviews · 6 photos
97%five-star reviews
5.00★last 12 monthsiAverage stars on reviews from the last 12 months only.
4.5%1–2★ in 2 yearsiShare of 1–2★ reviews in the last 24 months — or the 20 newest reviews when the company had fewer than 20 in that time.
Google reviewers rate Bethesda Wealth Planning Group 4.9 out of 5 based on 35 reviews, with the owner responding to 74% of feedback. Clients frequently cite personalized financial planning, retirement guidance, and asset management services. Recurring themes include clear communication, patience in explaining complex strategies, and timely responsiveness to client needs. The high average rating indicates strong customer satisfaction, and no specific criticisms or negative patterns appear in the provided excerpts.
Google rating: 4.9 out of 5 from 35 reviews (97% five-star).
Reviews on this page: 35 Google reviews (31 with written comments).
Owner responses: the business replied to 74% of reviews.
Most recent review: July 16, 2026.
Service: Financial Planner serving Takoma Park, Maryland.
Data from Google, last updated October 28, 2026.
Score profile vs other financial planners
Score per factor (100 = best)iEach factor is scored 0–100 on absolute terms (star average, share of 1–2★ reviews, price verdicts…); standing within the category can only raise it, never lower it.. Strongest: momentum and satisfaction; weakest: value.
This companyFinancial Planners median0 = centre, 100 = best
SatisfactioniSatisfaction · 54% of the scoreRecency-weighted star average (2-year half-life), shrunk toward the category mean by review volume; the company’s own lifetime average as the prior; absolute: 4.0★ = 0, 5★ = 100.Bethesda Wealth Planning Group [BWPG]: 89/100 on this factor. Category median: 99.A
89
ReliabilityiReliability · 24% of the scoreHow rarely jobs go badly: share of 1–2★ reviews — 60% the last 24 months (or the 20 newest if fewer), 40% all-time; 0% = 100, 15%+ = 0; the category percentile can only raise it.Bethesda Wealth Planning Group [BWPG]: 79/100 on this factor. Category median: 97.B
79
Craft & serviceiCraft & service · penalty only, up to −10 pointsGoogle review highlights: Quality, Professionalism, Responsiveness, Punctuality — how rarely reviewers flag them as a negative, per review since highlights began; 0% = 100, 5%+ = 0. Subtracted from the score (up to −10), never averaged in — clean highlights are the norm, not a bonus.Not enough reviews for this factor yet. Category median: 100.–
–
ValueiValue · 14% of the scoreCustomers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.Bethesda Wealth Planning Group [BWPG]: 78/100 on this factor. Category median: 100.B
78
MomentumiMomentum · penalty only, up to −10 pointsPenalises only a real slide: last-12-month average below lifetime (−0.5★ = 0). Still 4.8★+ over the last year, or steady/improving = 100. Subtracted from the score (up to −10), never averaged in.Bethesda Wealth Planning Group [BWPG]: 100/100 on this factor. Category median: 100.A
100
Replies to reviewsiReplies to reviews · 7% of the scoreHow often the owner publicly replies to reviews under 5★ (1–4★). Needs 3+ such reviews, otherwise not counted; 65% absolute (80%+ replied = 100), the category percentile can only raise it.Not enough reviews for this factor yet. Category median: 58.–
–
Bar = this company · dark tick = category median.
Star ratings
35 Google reviews we collected
4.9of 5
5 stars3497%
4 stars00%
3 stars00%
2 stars00%
1 star13%
Praise vs complaints
Phrases our text analysis found in 31 written reviews
100%praise
Praise53100%
Complaints00%
PriceiGoogle asks reviewers whether the price was great, reasonable or overpriced; these are their answers.
Price verdicts customers left with their Google review
100%fair
Great price125%
Reasonable375%
Overpriced00%
Not sure00%
Topic share
How often each topic comes up in the written reviews
6topics
Staff & attitude2038%
Would recommend1223%
Quality & results611%
Speed & response611%
Honesty & trust59%
Communication48%
What customers talk about
We read 31 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“It was nice getting an outside perspective from someone who knows what they're doing.”
“I recommend them for families and anyone else looking for a financial advisor.”
“Not only did they do a wonderful job guiding me through the choices I had to make upon retirement, but they have comprehensively assisted my family in…”
“Along the way, they have been approachable, always helpful, timely, and friendly.”
“You can tell that they love what they do by the time invested into each client and the integrity that they bring to each relationship!”
“He was easy to talk to, explained everything in a way that actually made sense, and answered all of my questions without making me feel rushed.”
People customers mention
Simeon9 reviews
praise complaint · found by our text analysis, Google review wording unchanged.
Reviews for your job
Customers hired Bethesda Wealth Planning Group [BWPG] for 3 kinds of job. Pick one to see what they paid and said.
DDavid1 reviewiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 3 months ago★★★★★
I had a session with Simeon, and it was a really positive experience. He was easy to talk to, explained everything in a way that actually made sense, and answered all of my questions without making me feel rushed. I was second-guessing some of my financial decisions in terms of retirement/savings, and he helped…
Financial plan
PPaul2 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 3 months ago★★★★★
I began working with BWPG almost 6 years ago (about 6 months before I planned on retiring). Not only did they do a wonderful job guiding me through the choices I had to make upon retirement, but they have comprehensively assisted my family in understanding the different ways we could best manage our assets ever…
EEvan5 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 3 months ago★★★★★
I reviewed my finances with Simeon, and he was great to work with. He was thoughtful, thorough, and helpful. Would highly recommend.
SSarah6 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 3 months ago★★★★★
I’d recommend BWPG to anyone looking for a great financial planning team. All of their recommendations are personalized and tailored to my risk tolerance & investment goals, and when I got laid off Simeon immediately helped me game plan and feel confident I was going to be okay!
NNathan1 reviewiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 4 months ago★★★★★
I have been working with BWPG for years and have recommended them to multiple associates. Great customer service, no complaints.
Financial planInvestment advising
EEva1 reviewiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 4 months ago★★★★★
Great advisors, Simeon is fantastic. He is responsive and patient in explaining financial strategies. I recommend them for families and anyone else looking for a financial advisor.
I had a session with Simeon, and it was a really positive experience. He was easy to talk to, explained everything in a way that actually made sense, and answered all of my questions without making me feel rushed. I was second-guessing some of my financial decisions in terms of retirement/savings, and he helped reassure me that I was on the right track. It was nice getting an outside perspective from someone who knows what they're doing. I'd definitely recommend meeting with him!
Services: Financial plan
P
Paul Monsky2 reviewsiTotal number of Google reviews Paul has written across all businesses on Google Maps, not just this one.
I began working with BWPG almost 6 years ago (about 6 months before I planned on retiring). Not only did they do a wonderful job guiding me through the choices I had to make upon retirement, but they have comprehensively assisted my family in understanding the different ways we could best manage our assets ever since. Along the way, they have been approachable, always helpful, timely, and friendly. I had choices when I was selecting a financial advisor and have never regretted the choice that I made.
I’d recommend BWPG to anyone looking for a great financial planning team. All of their recommendations are personalized and tailored to my risk tolerance & investment goals, and when I got laid off Simeon immediately helped me game plan and feel confident I was going to be okay!
Great advisors, Simeon is fantastic. He is responsive and patient in explaining financial strategies. I recommend them for families and anyone else looking for a financial advisor.
B
Brianna Smith10 reviewsiTotal number of Google reviews Brianna has written across all businesses on Google Maps, not just this one.
The Bethesda wealth planning group provided me with an easy, confident, and smooth experience. This group ensures quality, realistic goals and professionalism. I would highly recommended this team to any family and friend!
Price assessment: Great price
Services: Financial plan
Response from the owner · 5 months ago
Thank you for the kind words! We have enjoyed working with you and supporting you in your journey.
C
Charles NanceLocal Guide · 19 reviewsiTotal number of Google reviews Charles has written across all businesses on Google Maps, not just this one.
I was looking for someone to help with my investment and I found Eric and Ben with Prudential. I could not find a better team to help. They are a great team and have helped in making sure my retirement is in a great position. I highly recommend this team.
Response from the owner · 5 months ago
I am glad Eric and Ben were able to help you on your journey to retirement.
E
Eric Houston1 reviewiTotal number of Google reviews Eric has written across all businesses on Google Maps, not just this one.
My husband and I worked with Eric, thier Insurance specialist, at least that what we called him. He was very thorough and patient as we asked our many questions, never getting frustrated. We appreciated the time he spent as we were making changes to current policies. He validated our concerns and walked us through each of them. We are grateful for the Eric's expertise. He really this part of the wealth journey a great experience. Tha ks Eric!!!
Price assessment: Reasonable price
Services: Financial plan
Response from the owner · 5 months ago
Thank you for the kind words. Eric does his best to go above and beyond. It has been a pleasure working with your family and have enjoyed witnessing the journey you have been on.
![Bethesda Wealth Planning Group [BWPG] logo](/logos/bethesda-wealth-planning-group-bwpg-takoma-park-md.webp)
