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71 Old Mill Bottom Road North, #201, Annapolis, MD 21409

(410) 974-0410
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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

“Wealth is the ability to fully experience life.” 

-Henry David Thoreau  

"We make a living by what we get. We make a life by what we give."

-Winston S. Churchill

"If you don’t know where you are going, you’ll end up someplace else" 

-Yogi Berra

"A goal without a plan is just a wish." -Antoine de Saint-Exupéry

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement – or looking to better understand certain investment ideas – we can help you address your most-pressing financial questions.

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Client Centered

Client Centered

Our business is built on a foundation of thoughtful client relationships.

Meet Our Team

Elizabeth Bennett

Elizabeth Mary Bennett, CFP®, MBA

CERTIFIED FINANCIAL PLANNER™ professional

Katie Fisher

Katie Fisher

Sr. Client Relations Specialist

Julie Stanfield

Julie Stanfield

Enrolled Agent, Tax Preparation

Colleen Troutner

Colleen Troutner

Client Relationship Associate

Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

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Are You on the Road to Financial Wellness?

It's never too late to start. In this ebook, we outline effective financial strategies for every stage of the journey.
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