Southgate Financial Services
Planning for a Better Tomorrow.
Scroll
About Southgate Financial
The Financial Advisors of Southgate Financial Services provide financial planning and investment management for our neighbors in the greater Washington, DC area, and we’ve been doing so since 1981. At Southgate Financial Services, we are here to help navigate your path by aligning your investing goals with your principles.
Socially Responsible Investing
Putting investment capital towards a sustainable future gives “going green” a whole new meaning. By owning shares of the most responsible companies, you can create a measurable, beneficial social and environmental impact while gaining competitive financial return, making money and having a positive impact, all at the same time.
Why Southgate Financial
We focus on helping you plan for your retirement, estate, and investment goals by creating a road map to success, complete with short- and long-term goals that align with your principles. We are here to help guide you to where you want to go, advise you on how to get there, and maintain an approach to reaching your financial destination.
Individual Services
We will work with you to prepare a comprehensive financial plan, so you’ll have a road map of where you’re going and how to get there. Think of it as small goals along the way. Southgate Financial works with you to spread money across many different types of investments to help keep you on the road to achieving your financial goals.
Full List of Services:
Investments
- Bonds
- Stocks
- Educational IRA
- Roth IRA
- Simplified Employee Pension (SEP) IRA
- Simple IRA
- Variable annuities
Financial Planning
- Retirement planning
- Tax planning
- 401(k) planning
- 403(b) planning
- College planning
- Estate planning
Insurance
- Disability income insurance
- Life insurance
- Long-term care insurance
- Individual health insurance
Recent Posts
Converting a 529 College Savings Plan to a Roth IRA
April 15th is just around the corner, and you know what that means… Tax Day is coming! While it seems that most of us don’t exactly look forward to Tax Day, it’s not all bad news. In fact, with SECURE Act 2.0, many changes were made that could benefit US taxpayers. I...
From financial updates to educational insights, our video library has something for everyone. Stay informed and gain a better understanding of the markets—and your investments—through our informative videos.
Meet The Team
David Yarn
Owner | Financial Professional, CFP®
Meet David
David S. Yarn, CFP® is the President and CEO of Southgate Financial Services and is an expert financial services professional. He is also an expert in Socially Responsible Impact Investing. David helps people understand complex financial issues and decisions using everyday language and examples. He has worked with individual and small business clients to develop and maintain comprehensive financial plans, insurance policies, and employee benefits plans. David specializes in preparing and managing employee benefits plans, including certain retirement plans. He develops, prepares, and manages the details of insurance and risk management plans for individuals and businesses. David loves spending time with family and looks forward to their annual family vacation in Myrtle Beach, SC – where immediate and extended family get together. One of the family’s favorite weeknight traditions is watching the original 1960s Batman TV series with his wife and two boys – who absolutely love the show’s antics. Originally from North Carolina, David moved to Maryland in 1997, after spending five years abroad in Spain. David has been providing financial services and insurance expertise at Southgate Financial since 2006. He is a Registered Representative of Cambridge Investment Research, Inc. and an Investment Advisory Representative of Cambridge Investment Research Advisors, Inc.
Elena Yarn
Administrative Assistant
Meet Elena
Elena is passionate about helping people and the potential opportunity to improve the lives of others with financial services. As an Administrative Assistant with Southgate Financial, Elena provides a bridge between clients and the advisors. Always willing to dive in, and go the extra mile, Elena is available to schedule appointments, receive and relay messages, or directly connect clients with advisors. Elena brings so much to the table, including a positive can-do attitude, a friendly disposition, and a welcoming environment. Her hobbies include reading, and the wanderlust of travel, as she spent most of her childhood summers in the Spanish countryside visiting family. Her ultimate dream is to travel to New Zealand and visit the replica Shire from The Lord of the Rings and Hobbit books.
Check the background of investment professionals on FINRA’s BrokerCheck.
Contact Us
Maryland Office
9083 Shady Grove Ct. Gaithersburg, MD 20877 David & Elena’s #: 301.963.8820 Fax: 301.963.3733 Email David Email Elena
Schedule Appt.
Follow Us
Leave Us A Message
Copyright © 2024
Southgate Financial Services