Toth Financial professionals have delivered world-class financial and investment advice for over 32 years to our client base of high net-worth individuals. With over 100 years of combined expertise developing and managing assets, the investment professionals at Toth Financial take pride in developing highly customized portfolios that take into consideration risk tolerance, market conditions, retirement goals, and much more. Toth Financial clients place their trust and confidence in us. As a result, we are relentless in earning and retaining that trust. We are proud of our long-term client relationships.

The Cornerstone of Darrell Financial Services is our commitment to helping individuals, families, and businesses achieve their financial goals within our comprehensive framework of private financial planning services. Our customized programs are designed to grow, and conserve your wealth by delivering an unprecedented level of personalized service.

As a business owner, you deal with thorny issues each day - health-care reform, compliance, retirement planning, wealth creation/management and, deferred compensation - every employee challenge in the book. We seek to make the journey easier by assisting you with knowledgeable guidance so you can focus on what matters to you - your business. We want to be your partner, aligning our top-notch people with yours. The Lifetime Companies is large enough to serve - offering a variety of strategies to help pursue your goals - yet small enough to provide the personalized attention you deserve. Our approach affects everything we do. As an example of our commitment, consider how we provide retirement plan consulting: We're ready and willing to act as a co-fiduciary [3(21)], providing you with sound recommendations for plan investment options, or as a full fiduciary [3(38)], with the sole responsibility and liability to select, monitor, and replace your plan's investment options. You're unique, and we know you by name. As a business partner, we work hard to provide you with quality service and custom solutions to your needs. We're large enough to serve, small enough to care… for a lifetime. If you wish to contact us for business reasons, please use the following email address: [email protected]. We cannot respond to any communications or questions about the financial services industry via LinkedIn. Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member SIPC www.sipc.org. 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 The Lifetime Companes may discuss and/or transact business only with residents on the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

HWA Financial Group (HWA) is a financial and investment advisory firm located in historic Ellicott City, Maryland. We recognize that our clients are our most important asset. To that end, our talented and honest advisors work and consult with each client to develop customized financial and investment plans. This planning process benefits our clients by identifying needs and goals; designing and implementing appropriate financial and investment strategies; and monitoring performance. This planning process provides us with our marching orders. Planning, performance and monitoring are dynamic. By listening and understanding what is important to our clients, we help create personalized approaches to assist our clients in realizing their financial dreams and aspirations. Independent, Unbiased, Objective Advice HWA is an independent financial and investment advisory firm. The firm is a registered investment advisory company. HWA uses nationally recognized brokerage firms to custody all client assets and execute all client trades.

Independent * Financial planning & wealth management * Purposeful planning * Priorities & purpose * Live AND leave a legacy Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors, Inc., a registered investment advisor. Cambridge and Legacy Capital Planners, LLC are separate companies.

• Prepared bi-weekly, monthly, quarterly, semi-annual and annual internal financial reports for decision making. Excel in pro forma, waterfalls, and sensitivity analysis. Resulted in 15% yearly revenue growth. • Organized 4 semi-annual conventions in Gaylord National Convention Center, manage tickets and hotels for over 10,000 attendees. Prepared budget for the conventions and recorded all accounting activities for the events. • Directed 5 full-time staff to prepare over 300 tax returns annually. Responsible for monthly close, bank reconciliation, quarterly accounting reports and, leadership training materials.

Financial planning and wealth management services

What does “wealth” look like to you? How do you envision it? We believe the key to discovering your path to wealth starts with identifying your Purpose and Passion. We’ll work together to clarify your vision of wealth by defining and considering your unique objectives. The outcome is a goal-based plan tied specifically to those objectives. Through understanding your own vision, and the role money plays within that vision, you’ll have the potential to unlock the satisfaction of knowing how to Pursue your Purpose and Passion in life. *** 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. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Buchanan Wealth Management, a registered investment advisor and separate entity from LPL Financial. The registered representative associated with this page may only discuss or transact business with residents of the following states: AZ, CA, CO, DC, DE, FL, GA, IL, IN, MA, MD, MI, MS, NY, OH, SC, TN, TX, VA, WA

Financial Foundations, Inc. is an independent financial services firm headquartered in Mt. Airy, Maryland. As an independent firm, we have no obligation to sell proprietary products or services, so we can be openly selective in offering only those investment products and services that we believe are best suited to help meet your financial objectives and goals. This is the objectivity afforded by working with an independent financial planner. We offer you timely, unbiased investment advice and promise to do so with the highest level of integrity and service. With over 35 years of combined experience in the financial services industry, Herbert T. Meushaw, III, CEO and Founder, Eric Meushaw, CFP®, CWS®, President, and Christine Burrhus, Vice President, provide unparalleled services to their clients, with a focus on retirement planning for retirees and pre-retirees. The firm also offers a wide-range of investment opportunities, comprehensive financial planning and asset management. Financial Foundations Inc. is a branch office of DFPG Investments, LLC (DFPG). Securities offered through DFPG, Member FINRA www.finra.org/SiPC www.sipc.org. Investment Advisory Services offered through Integrated Advisors Network, LLC (IAN). DFPG and IAN are not affiliated. Third-party posts that appear on this social media site have not been reviewed or approved by DFPG, IAN or its principals for completeness or accuracy, nor does it necessarily reflect the views or opinions of DFPG, IAN or its representatives.

So tell me, what is it you plan to do with your one wild and precious life? That’s an important question we often ask our new clients. It gets to the heart of our mission at Ivy League Financial Advisors LLC—helping our clients achieve their life goals through the proper management of their financial resources. Good financial planning is about much more than managing your investments. It's about pulling the pieces together--retirement planning, estate planning, insurance needs, college funding, and charitable giving--along with investment management, to provide a personalized road map for achieving your objectives. Our business model is based on the fiduciary standards of loyalty, due care, full disclosure, and utmost good faith to our clients. We can fulfill these standards because we are Fee-Only financial advisors. Since our firm’s inception over 12 years ago, our clients have been our sole source of compensation--we’ve never accepted one dollar from sales commissions or referral fees. This approach allows us to provide objective advice to all aspects of our clients’ financial lives without the conflicts of interest inherent in the products and services provided by traditional, commission-based brokerage firms. Today's financial world is a complex one, and making sense of it all can seem overwhelming. We recognize that each client is unique and deserves to have a solution customized to his or her individual needs.

Client Services Manager, RJFS Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Financial-360 is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors Inc.

We combine cutting-edge technology and a philosophy based on the idea of balance to help our clients achieve a new level of financial control and overall well-being. Securities offered through LPL Financial, Member SIPC. sipc.org. Investment advice offered through Buttonwood Wealth, a registered investment advisor and separate entity from LPL Financial. The financial professionals associated with Buttonwood Wealth 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.