Free Consultation

Talk with an Advisor

Schedule a free consultation via phone, zoom or in person. This is an opportunity to meet those who will be working directly with you. You can ask us questions relating to your financial concerns and share what you are trying to achieve by working with a financial advisor. We will ask you questions as well to determine how best to meet your needs.

Call Us Today

(410) 840-9200

Have Us Call you

Call/Email Me

What to Expect

45-minute meeting
Transparency
Clear, credible, and valuable advice from an experienced fiduciary advisor
Clear direction as to next steps

Services Provided

Investment Management Services
Financial plans
Financial Check-up
Hourly-based Financial Planning Analysis
Social Security Analysis
Monthly subscription Trailblazer program

Why a Fiduciary

We are held to a fiduciary standard, which means we are required to put our client’s best interests above and beyond our own.
We DO NOT sell products.
As fee-only advisors our revenues come solely from our clients. It may be structured as a flat or hourly fee or as a percentage of assets managed. We do not earn commissions on investments, nor do we receive a fee when you buy or trade securities.

Contact Us to Schedule a
Free Consultation

During the free consultation, we will ask each other questions to determine how best to serve you. It is our goal to find the solution that fits your needs most.