We’re available by appointment in Baltimore, Towson, Alexandria, & DC for in-person meetings and available to clients across the US by virtual meetings.
As a comprehensive financial services company, we help our clients plan for their future through our personal financial planning strategies. Our holistic advice aims to help our clients to improve everything from their day-to-day finances to retirement planning; tax strategies to estate planning strategies; and insurance to charitable giving.
While we help people from all walks of life, many of our clients are searching for a knowledgeable, LGBTQ+ friendly financial advisor to help them with their financial planning needs. Our clients want to know the financial benefits and pitfalls of getting married, investing together, and doing their retirement planning as a couple.
We provide a comfortable atmosphere in which to meet and do business. You won’t see us wearing ties and we won’t expect you to feel as though you have to dress up to see us. We meet with our clients in a relaxed, comfortable, and professional environment. Contact us to learn more about the benefits of working with a Registered Investment Advisor.