Looking for Bel Air, MD Financial Planner?
Our goal is to save you from Wall Street. What do we mean by this? We are a fee-only firm, which means we are not compensated by commissions. This is a rarity on Wall Street. Of the 600,000 "financial advisors" in the US, only about 2,000 are fee-only. Second, we keep your costs to an absolute minimum. Unlike Wall Street, whose purpose is to create as many fees as possible, we work hard to put money in your pocket. Our management fee is just 0.5% compared to 1% for most firms. Plus, we are specialists in Exchange Traded Funds (ETF), which are the lowest cost investment vehicles on the market today. The average expense ratio for an ETF is 0.2% per year compared to an average 1.25% for the typical mutual fund.
If you are in Bel Air, MD and are looking for Financial Planner, please call 410-878-2999.
Hours of Operation
Hours are flexible. We meet with clients in the evenings and weekends if your work schedule prevents you from meeting during normal business hours.
Preferred method of contact
Business Phone, Mobile Phone, Other Phone, Personal Email
Trade/Business Associations:
National Association of Personal Financial Planners
