MARYLAND FINANCIAL ADVOCATES

My practice is in Baltimore, Maryland, and we serve around 150 families. Some of our clients are local and some are scattered around the country... We do most of our planning engagements virtually - meaning that we see each other face-to-face over our computers, tablets, or phones. If you are in the Baltimore area, we can certainly meet in person but we have found that using technology greatly reduces the costs and increases the benefits to our clients. No drive time, no traffic, no stressing out over being late/early to a meeting, and we can meet whenever and wherever we both are - really cool! There is no substitute for personal connection and service, and using some modern powerful technology you can still get that, but in a way more convenient way... How We Help YouSchedule a Meeting How We Help YouSchedule a Meeting Special Needs Financial Planning The path of planning for your special needs child requi ...

Primary location: Parkville United States