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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.
Our Passion For Helping Others Extends Beyond Financial Planning
We believe that it is important to give back to those who are less fortunate by volunteering
our time and financial donations. Here are some of the organizations we support.
The Alzheimer's Association leads the way to end Alzheimer's and all other dementia — by accelerating global research, driving risk reduction and early detection, and maximizing quality care and support.
Kennedy Krieger Institute
Kennedy Krieger is a place like no other. We are an inpatient pediatric specialty hospital. We are outpatient centers. We are schools and educators, researchers and advanced training centers. And we are home to numerous child- and family-focused community programs.
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