Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Selecting a skilled financial advisor—a relationship that will potentially last a lifetime—is an important decision.
You will work closely with your financial advisor throughout life’s greatest moments as well as most difficult times to reach goals that you likely have set in motion decades before they come to fruition. We understand this is a significant decision for you and your family.
With multiple CERTIFIED FINANCIAL PLANNER ™ practitioners on staff, and our partnership with the award-winning broker/dealer, Commonwealth Financial Network®, you have a team of distinguished, credentialed,...
Brian Patrick Kuhn CFP®, CLU®, CLTC
Brian Kuhn is CERTIFIED FINANCIAL PLANNER™ (CFP®) with Planning Solutions Group in Fulton MD and has been working with households since 2002. He works with families and individuals to outline their financial strategy, project their retirement readiness, assist with investment choices, layout a budget and savings plan, minimize risk, and make important life decisions. Specifically, his clients are “exclusively those who do NOT feel wealthy”, a tag line for his business model demonstrating that all income and asset levels are welcome.
He is the author...
Patricia Almony (CRD# 2067244) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Cockeysville, MD and has over 26 years of experience in the finance industry.
Adam Miller (CRD# 2148763) is an Investment Advisor Representative working at Founders Financial Securities, LLC in Cockeysville, MD and has over 25 years of experience in the finance industry.
Robert Stahler (CRD# 2820704) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Cockeysville, MD and has over 19 years of experience in the finance industry.