What we do

We provide comprehensive financial planning, investment management, student loan analysis, and one-time financial planning projects. No matter where you are in your financial journey, we have a program to support and educate you as you pursue your best possible life. 

How we do it

We assist in the creation, implementation and management of individualized ongoing financial plans aligned to your values and goals. We analyze your cash flow and balance sheet, review your debt, make efficient use of your Employee Benefits Package, assist in the optimization of your retirement path, and help invest your money to capitalize on your goals.

Why we're different

We proudly distinguish ourselves from the typical financial advisor: 

• We are independent- As a stand-alone company unaffiliated with insurance companies, banks, or retirement providers,  we exclusively make decisions in your best interest. We work for you and you only.

• We are regulated as fiduciaries- We are legally bound to always act in your best financial interest. 

• No outside commissions- We do not take commissions from outside funding sources, freeing us from conflicts of interest and helping us focus on what is best for you.

• We work alongside you- We are full-time teachers working to make a difference every day. Like you, we know the struggle of dedicating yourself to others and the frustrations that can come from also negotiating investments, retirement hopes, and other financial burdens. We aim to serve those who have served so many others.

• We will work virtually- Although our physical presence is in Baltimore, Maryland, we are happy to arrange virtual sessions to support clients anywhere looking to invest in their dreams. 

We believe. . .

As educators, young professionals, healthcare professionals, and first responders you are the lifeblood of our society. You are ambitious and creative. You teach, innovate, heal, and protect us all. We believe you deserve affordable, comprehensive, honest, and unbiased financial planning that helps you create and execute a plan to live the life of your dreams.  

That is our mission.