Lori Rutledge, Esq.

Lori Rutledge, Esq. has an extensive professional background in the financial world. As a lawyer and registered investment advisor, she has worked with clients as a bank trust officer and as an investment advisor in her own firm for over 20 years. One of the founders of Chevy Chase Asset Management LLC of Bethesda, Maryland in 1999, Lori continues today to provide estate, tax and investment portfolio advice to her CCAM clients.

Lori began Financial Harmony in 2006 at the Columbia Center for the Healing Arts. Her mission for her Financial Harmony practice is to work one-on-one with clients, guiding them as they find what financial harmony means for them. In this process, Lori assists her clients with identifying their relationship with money, and the blocks that keep them from having their financial desires. Together, they work on strategies to re-fashion a new relationship with money, and build new effective behaviors to achieve those financial goals.

People work with Lori because she integrates her knowledge of how anyone’s relationship with money can be re-crafted with her professional expertise in how to build financial abundance with effective, practical actions.