Overview

At Partnership Wealth Management, we help everyday people who have accumulated wealth make sense of what they have and work with them to maximize their financial opportunities. Our clients are typically down-to-earth people who have worked hard to create a quality of life they can enjoy for years to come. Many of our clients were not born into wealthy families; they are people who kept their debt low and invested for the future.

I am a CFP operating as an RIA with 20+ years of experience and clean FINRA/ADV. I’m in my mid 40’s and plan to stay in the industry for many years to come. My focus is overall business management, complex financial planning, and client service.

My business partner is a CFA(r), CAIA(r), and MBA and he manages the clients' investments. He also has over 20 years of experience, a clean compliance record, and is in his mid 40's. We offer both a customized stock strategy and a traditional ETF/Mutual Fund mix for clients based on their preference.

Our other advisor is currently enrolled in the Certified Divorce Financial Analyst (CDFA®) Program and her focus is financial planning and client services. She has five years' worth of experience and is in her mid-20's. We also have an Office Manager to help with client support and administrative tasks.

Our firm focuses mostly on working with individuals and families. Most of our clients are in Maryland, Delaware, DC, and Virginia, but we do have clients in 10 additional states and 2 countries. We offer detailed financial plans, customized investment strategies, and collaborative advice to our clients.

Our focus is providing excellent client service; we want each client to feel as though they are our only client. We are not a large firm for that reason. If your focus is finding a team who will treat your clients like family, then contact us to discuss your succession plan.

As an RIA, we have a lot of flexibility in custodial relationships and can easily link with another advisor working with a different custodian.

We're looking to merge with and/or buy a practice in Maryland, the greater DC area, or the DE beaches all where we have a high concentration of clients. Our team is easily poised to help you and your clients throughout the transition. We're also open to retaining any staff you might have.

Market
RIA
Last Activity
2 weeks

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