Broker Check
  • 1954 Greenspring Drive
  • Suite 230
  • Timonium, MD 21093
  • Office: (410) 769-8262
  • Send an email

Products & Services

Wealth Management

We specialize in comprehensive wealth planning and asset management*.

  • Customized innovative strategies designed to help work toward your financial dreams
  • Fee-based asset management*
  • Portfolio allocation strategies that include stocks, bonds, mutual funds and non-traditional investments
  • HFA Wealth Management System

Wealth Preservation

We provide risk management planning and generational wealth transfer strategies.

  • Annuities
  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance

Boutique of Services

Choose from an array of products and services to suit your financial needs. We offer no proprietary products.

  • Comprehensive wealth plans
  • Tax planning
  • Managing retirement distributions
  • Estate planning
  • Stock option analysis
  • Divorce planning
  • Small business succession strategies
  • Trust services*
*Fee-based asset management is offered through LPL Financial.  LPL Financial Representatives offer access to Trust Services through the Private Trust Company N.A., an affiliate of LPL Financial.