Our clients, many of whom are close family and friends, will always be the number one priority of our firm. As our team and client base has expanded over the years, we have continually evolved as a firm to better serve our clients. Based in Frederick, Maryland, we love meeting with our local clients but are proud to serve individuals, families, business and organizations throughout the United States. Today we are proud to be an independent wealth management practice through our partnership with Kestra Financial. This arrangement allows us to fully personalize our investment approach and choose from any product or service available to meet the needs of our clients and truly develop a customized solution.