The difference is in the details
Just as one size does not fit all when designing an investment plan, not every financial group fits your criteria. Choose the one that does.

There are many factors that set us apart from the typical financial group. Here are some of the advantages we offer that make for an excellent client experience – and what we believe has allowed us to grow into one of the prominent financial services groups in Maryland.

Our depth of industry experience

Our decades in the financial services industry have enabled us to experience a wide range of market cycles and economic landscapes. It helps us provide more value to our clients when pursuing their objectives and customizing their investment portfolios.

Our impassioned commitment

Serving as a financial advisor is essentially about taking care of people by knowing them and what’s important in their lives. Truly caring about the financial well-being of our clients fuels our passion for serving them throughout each workday and often long into the evenings.

Our approach to investing

As value investors, we actively seek stocks that we believe the market has undervalued. We see the potential opportunity in stock prices that have been overly influenced by investor emotion.

Our role as educators

We find fulfillment in sharing our knowledge of investing and all related financial matters with our clients. Being in a position to educate and coach, and clearly explain even the most complex financial concepts helps our clients become more informed and confident about their financial lives.

Serving as preservers of wealth

We serve as stewards of our clients’ wealth and the legacies it enables, and work hard each day to fulfill our mission to preserve all that is precious to our clients and each generation of their families.


Past performance may not be indicative of future results. There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss.

_______ “Cash combined with courage in a time of crisis is priceless.” – Warren Buffet –
TELEPHONE: 410.308.1582 TOLL-FREE: 877.333.2395 FAX: 866.522.9695
1954 Greenspring Drive, Suite 350 Timonium, MD 21093 MAP AND DIRECTIONS

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