Dan worked as a manager for a large employer and handled the family finances. Kathy worked at a local non-profit. Money stresses Kathy so she let Dan manage the finances for the family.
Jerry works for the federal government and is approaching 30 years as a Psychologist. Regina is a physical therapist at a local small business. They feel ready to tackle the final stretch towards retirement but need guidance.
Young Professional Family
Nick and Jenna are living the modern upper-middle-class lifestyle. They are two working parents focused on professional growth but also raising two children and just trying to keep it all together!
OUR PROMISE TO YOU
We take time to get to know you first.
Once we know you, your family and what you want out of life, we help you organize your finances.
Then we work together to determine what you are doing well and where we can help.
We are 100% Independent
No sales quotas means no pressure.
No proprietary products
Just good service and a lifetime of guidance
Boutique by Design
As a client, you are not just a number. We value personalized relationships which is why we work with a limited number of new families each year.
We help just over 50 families in and around Baltimore, MD and virtually around the US.
You have unlimited access to us for advice and guidance whenever you need it most.