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Showing 1 - 12 of 24 results
PRIVATE WEALTH PARTNERS, LLC
PRIVATE WEALTH PARTNERS, LLC
Annapolis, Maryland
1-24 employees
Private Wealth Partners, LLC (“PWP”) is an employee owned registered investment adviser. At Private Wealth Partners, our recommendations are designed to help grow, protect and transfer your wealth. With over 40 years of industry experience, our team of dedicated professionals can help clarify your investment strategies and guide you on the path towards successfully achieving your goals. Our enduring relationships and history are a testament to our independent and long-term focus to provide you, our clients with wealth related advice in areas such as investment management, financial planning, estate planning, tax strategies and client services. Together these services serve our mission at PWP to be your financial guardian and to help achieve your financial goals and objectives. We strive to work with you as clients to maximize the realization of your personal financial milestones. As a fiduciary, we are committed to always placing our client's best interests first. We will strive to act with the skill, diligence, care and sound judgement that one would expect from a prudent and professional independent investment adviser. We are a fee-only firm. We do not receive any commissions on any investments or products that we may use in our investment strategy. We are not affiliated with any bank, broker or financial institution. We operate in a conflict-free environment. Being a responsible fiduciary also means that we will fully disclose and fairly manage any potential conflicts that could arise. We have a designated compliance officer whose responsibility includes oversight of the firm's fiduciary duties and Impartial Conduct Standards. In addition to extensive portfolio management experience, we have complementary backgrounds in securities analysis, trading, investment banking, real estate, taxation and law. Our management team brings diversified backgrounds and unique viewpoints to services offered.
Retirement Benefits Rank
Top Benefits
SCARBOROUGH ADVISORS, LLC
SCARBOROUGH ADVISORS, LLC
Annapolis, Maryland
1-24 employees
Since 1989, we've offered our signature 401(k) and 403(b) Savings Plan Management service for employees participating in their company retirement plans. Currently we work with individuals at over 125 different plans ranging from Fortune 500 companies to small and midsized businesses. Some would call us a boutique wealth management firm, but our desire is to help every client achieve their own definition of financial well-being. We are not defined by the average size of the portfolio we manage. Our clients are regular folks who work hard to provide a quality life for their family. Securities through Independent Financial Group, LLC (IFG), a registered broker-dealer. Member FINRA/SIPC. Advisory services offered through Scarborough Capital Management, a registered investment advisor. IFG and Scarborough Capital Management are unaffiliated entities. For state licensing information please visit https://scmadvice.com/. Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third-party website you are leaving our site and assume total responsibility for your use or activity on the third-party sites. www.finra.org www.sipc.org Content posted by other parties does not necessarily represent the views of Independent Financial Group, LLC or Scarborough Capital Management. Content is for general purposes only and is not an offer to buy or sell security. IFG does not provide tax or legal advice.
Retirement Benefits Rank
Market Leading
SHORE TO SUMMIT WEALTH MANAGEMENT, LLC
SHORE TO SUMMIT WEALTH MANAGEMENT, LLC
Annapolis, Maryland
1-24 employees
Ben provides qualified investors, entrepreneurs, small businesses, professional service corporations, and employees and retirees of publicly traded corporations with complete wealth management, planning, and education including 401(k) services. Ben integrates employer benefits and compensation with retirement planning, education planning, investment planning, liability planning and estate planning services. Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNERTM and CFP®; in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Chartered Retirement Planning CounselorSM and CRPC®; are registered service marks of the College for Financial Planning.
Retirement Benefits Rank
Below Market
MOONPAY USA LLC
MOONPAY USA LLC
Dover, Delaware
50-99 employees
We are MoonPay. Architects of the future, inventors, artists, and authors of innovation. Our vision? To unlock digital ownership for everyone. We are onboarding the world to Web3, where people can own and control their digital identity, data, property, and money. MoonPay is the world’s leading Web3 infrastructure company. We provide end-to-end solutions for payments, enterprise-scale smart contract development, and digital asset management. Many of the world's most iconic brands rely on MoonPay to power their Web3 strategies and ideas. Now boarding the next generation of leaders. Come help us build what's next.
Retirement Benefits Rank
Market Competitive
CFS, INC
CFS, INC
Salisbury, Maryland
1-24 employees
CFS/ Comprehensive Financial Solutions is a local team of experienced, highly qualified professionals who have been helping families realize their financial goals for over 35 years. As financial advisors, we can offer products from many sources; we do not have sales quotas; therefore, we offer financial advice and planning with your best interest in mind. We are dedicated to exceptional client service. Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. CFS is independent of Cetera Advisors LLC. 953 Mt. Hermon Rd., Salisbury, MD, 21804 410 - 546 -0911 [email protected]
Retirement Benefits Rank
Market Competitive
SEVERN FINANCIAL SOLUTIONS, LLC
SEVERN FINANCIAL SOLUTIONS, LLC
Annapolis, Maryland
1-24 employees
We help individuals, families, and small business make good decisions with their finances. From insurance services, to tax preparation, we offer a comprehensive approach that seeks to help our client preserve, grow, and enjoy their finances.• Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC . For hyperlinks to FINRA and SIPC, please refer to the ‘Contact info’ above. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Retirement Benefits Rank
Market Competitive
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NAVIGATOR PRIVATE CAPITAL, LLC
NAVIGATOR PRIVATE CAPITAL, LLC
Annapolis, Maryland
1-24 employees
Navigator Private Capital, LLC (NavCap) believes in the power of capital investment to transform neighborhoods and improve lives. We fund short-term, low-risk development projects throughout under served communities across the country. NavCap meets a critical need not satisfied by traditional commercial investment vehicles. By providing short-term, low risk bridge loans to real estate investors, we capitalize on the inefficiencies and gaps in the commercial real estate lending industry, extending credit where and when it is most needed. By offering flexible terms with competitive rates, we create value for our real estate investor clients and consider each new project a true partnership. We have established strong working relationships with realtors, mortgage professionals and tradesmen across the region and welcome new participants. If you are a real estate investor looking to fund your next project or if you are interested in participating in our loan program as a capital investor, we would love to hear from you.
Retirement Benefits Rank
Market Leading
PREMIER PLANNING GROUP INC
PREMIER PLANNING GROUP INC
Annapolis, Maryland
1-24 employees
Premier Planning Group was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to create financial stability and security to provide financial independence. Our vision of our "we guide, you decide" approach is to empower our clients to make informed decisions through education, communication, and service which exceeds their expectations. Services include investment planning and options, financial planning, life insurance and long term care insurance. --- Premier Planning Group is an independent firm. Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. 115 West Street, Suite 400, Annapolis 21401 - 443-837-2520 The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This material is for general information only and is not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact us directly or consult another qualified professional. To `Like'​, `Share'​ or `Follow'​ this entity's page or any of the posts on it should in no way be construed as a testimonial or an endorsement of the entity/individual. Third party posts found on this profile do not reflect the views of Summit Brokerage and have not been reviewed by Summit Brokerage as to its accuracy or completeness.
Retirement Benefits Rank
Market Competitive
BLACK DIAMOND FINANCIAL SOLUTIONS, INC.
BLACK DIAMOND FINANCIAL SOLUTIONS, INC.
Rehoboth Beach, Delaware
1-24 employees
Wealth management is evolving, and Black Diamond aims to keep its clients ahead of the curve.
Retirement Benefits Rank
Below Market
INFOCUS FINANCIAL ADVISORS, INC.
INFOCUS FINANCIAL ADVISORS, INC.
Salisbury, Maryland
1-24 employees
We help people prepare for retirement. This is done by going through a checklist of items they will need to address to be able to retire -- social security claiming strategies, budgeting for retirement, investing in retirement, income planning, and other important factors. We offer the financial advice and financial services that you need to work towards a successful retirement. We have two Certified Financial Planners, Eric Johnston, CFP and Robert Jeter, CFP as well as Certified Public Accountant, Carol Kurtz, CPA and a fully licensed relationship manager. We also employ 5 part-time staff. We work with clients throughout the Maryland and Delaware Eastern shore with offices in Salisbury, MD and Georgetown, DE. Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Branch Address: 327 Tilghman Rd. Suite 100, Salisbury, Maryland 21804 Phone: 410-677-4848
Retirement Benefits Rank
Top Benefits
RETIREMENT MANAGEMENT SYSTEMS IN
RETIREMENT MANAGEMENT SYSTEMS IN
Stevensville, Maryland
1-24 employees
Retirement Management Systems Inc. was established to help financial advisors improve their businesses by implementing Savings Plan Management. Helping clients manage their 401(k) and other defined contribution assets enables financial advisors to build stronger client relationships and earn more revenue.
Retirement Benefits Rank
Market Competitive
COMPASS INVESTMENT ADVISORS, LLC
COMPASS INVESTMENT ADVISORS, LLC
Dover, Delaware
1-24 employees
Compass Investment Advisors is an independent financial planning and investment management firm committed to delivering first class planning advice, a risk-managed investment process, and the highest level of client service. Our mission is to be a positive and meaningful force in our clients life journey. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Compass Investment Advisors may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Retirement Benefits Rank
Below Market