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...
Ronald Fisher (CRD# 2420612) is an Investment Advisor Representative working at Private Advisor Group, LLC in Nottingham, MD and has over 22 years of experience in the finance industry.
Donald Perkins (CRD# 2916673) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Nottingham, MD and has over 19 years of experience in the finance industry.
Theodore Kuczarski (CRD# 5262431) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Baltimore, MD and has over 9years of experience in the finance industry.