Your Passion

is looking after your patients and practice

is looking after you

As a medical or dental professional, you’re dedicated. As financial advisors, so are we. You focus on the complex physical needs of your patients. We focus on the complex financial management needs of physicians and dentists. We understand the unique challenges you face in managing the financial affairs of both practice and family. And through our impeccable attention to detail, intense focus on your needs and goals, and our expertise in financial planning for practices and individuals, our goal is to help you succeed in both areas of your life.

Connect with us
12920 Conamar Drive,
Suite 202
Hagerstown, MD 21742
Phone: 301.739.7002
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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Raymond James is not affiliated with the financial institution or the investment center.Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. © Raymond James Financial Services, Inc., member FINRA/SIPC

Links are provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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