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 serves as the manager of a division within Planning Solutions Group; a Fulton MD hybrid RIA with over $500 million in assets under management. The division he manages, called PSG Clarity, is a unique planning team that focuses on affordable & efficient financial planning for hard working Americans who have been under served by the investment management industry thus far. Generally focusing on individuals under a certain threshold of investable assets, rather than above it, Brian & his team help everyday folks accomplish financial goals that have thus far proved difficult due to complexity,...
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.