Dave, Ken, Kelly, David & Evan

Helping Clients Realize
Their Financial Dreams

A comprehensive financial services firm with offices in Hagerstown & Frederick, MD, committed to helping you find your financial independence.

What is an Annuity? Our June blog explores this topic with Private Wealth Manager Ken Smith as part of Annuity Awareness Month.
Check it out to learn more! 

Join us July 19th at 12:00 noon or 5:30 PM for our Medicare Planning Webinar!
Register today. 

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We customize strategies that help you transform your prosperity into a lifestyle for today and a legacy for your future...

...in order to help you fulfill your dreams and pursue financial goals that provide results and financial independence.