Overview

We are a small Registered Investment Advisor located in Abingdon, Maryland. We specialize in retirement planning. We believe a comprehensive retirement plan that is fluid and adjusts to the clients current financial status is the key to helping retirees feel comfortable and confident about their golden years. We also manage the portfolio's to help maximize the retirees income within their personal risk tolerance and risk capacity. We currently have approximately $42,000,000 under management with approximately another $15,000,000 in 401K assets. We would consider buying a firm within the Maryland area with between $15,000,000 and $150,000,000 under management. We would also consider a merger with a like minded firm in order to increase efficiency and synergy amongst the firms.

Market
RIA
Member Level
Basic
Last Activity
today
Listing Age
825 days old

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