Best Financial Advisors in Salisbury, MD

We have a regular, formal investment committee and process. Our investment philosophy is one of growth with an underlying focus on risk-management. To manage portfolio risk, we periodically trim positions with significant profit and buy into markets to navigate periods of volatility. Over-time, we believe this will reduce overall portfolio volatility and risk. We thoroughly research investment solutions prior to implementing them in client portfolios using a fiduciary criteria and due diligence process.

We primarily focus on helping people transition into retirement. Our regular process and investment philosophy is geared towards individuals at this life stage. We also work closely with our clients families, including younger generations to help them get on the right track to build their own wealth.

Not only can we refer you to other local professionals, we work in tandem with them to provide the best all around solutions for our clients. We pride ourselves on being part and leading local professional organizations to further team-based client solutions and our own knowledge base.

Our first hour is of no cost to you. Working together after the first meeting, we pride ourselves on transparent fees and relationship. We mostly work clients on a fee basis, depending on the size of your account and planning complexity. That means our fees are either deducted directly from your account that we are managing or billed on an hourly basis. These fees are discussed and agreed upon in advance of any plan or relationship implementation.