Our full-service practice provides:

• Customized Financial Plans
• Investment Management
• Retirement Planning
• Tax Strategies
• Domestic Partner Planning
• Insurance
• Estate planning
• Education Strategies
• Trust Services*

*Trust Services offered through The Private Trust Company, N.A., an affiliate of LPL Financial Corp.

 

1819 Thames Street | Baltimore, MD 21231 | (410) 732-2633 | (877) 807-2633 | Fax (410) 732-2634
Available by Appointment in Alexandria and DC

Securities & Financial Planning offered through LPL Financial, Member FINRA/SIPC www.finra.org
Member of Securities Investor Protection Corporation (SIPC). For an explanatory brochure please visit www.sipc.org

The registered representative of LPL Financial that is associated with this site is registered to discuss and transact securities business in the following states: AK, CA, CT, DC, DE, FL, MD, NJ, NV, NY, PA, RI, TX, VA, VT.