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Our clients represent a wide cross-section of life in Baltimore and beyond – retired couples and widows, certainly, but also business owners and wholesale distributors, doctors and dentists, orthodontists and other professionals who make the state of Maryland such a great place to work and conduct business. Equally as important, we provide investment and retirement plan guidance to corporations and nonprofits. Our mission is to be a great financial resource to our clients, effectively addressing the unique financial needs of each.