A Fee-Only, Independent Registered Investment Advisor 
  Located in Silver Spring, MD. 

'Pre- and Post-Retirement Planning'

Financial Advisor

Financial Planning

An interactive, comprehensive approach to achieving your goals.

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Financial Advisor

Wealth Management

A cost-effective portfolio managed around your needs and goals.

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Financial Advisor

Senior-Living Planning


Weaving needs, options and strategies into clear solutions.

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retirement planning

ENJOY Your Retirement Years

 We offer customized solutions solely in 
 our Clients’ best interest. 


End 2022

Economic Overview

Year-End 2022 Newsletter


Mid 2022

Economic Overview

Mid-End 2022 Newsletter .


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Fun facts


46% of retired households actually spend more than they did just before retirement.


A diversified portfolio is responsible for 90% of the long term investor’s return.


Financial Planners help individuals generate roughly 29% higher retirement income wealth.

Health Care

By 2019, the government’s share of health care spending is projected to be 51%. This is up from 24% in 1960.