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8814 Herons Flight, Laurel, MD 20723

(301) 604-0121
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A simple, tax-smart path to Retirement for Johns Hopkins, MedStar, and UMMS professionals

We turn busy careers into clear Retirement Plans. Investments and taxes handled under one roof.

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Our Process

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We Integrate Your Taxes & Your Investments Together For Your Retirement

👈Watch our introduction video to learn the "why" behind our family serving your family



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Who We Serve


Built for the Johns Hopkins and Maryland/DC/Virginia medical ecosystem

We help employees and physicians Retire from:

  • Johns Hopkins University, Johns Hopkins Medicine, Johns Hopkins Applied Physics Lab
  • MedStar Health
  • University of Maryland Medical System, University of Maryland
  • National Institute of Health, Food & Drug Administration, Veterans Affairs
  • Military Medicine
  • Locum Tenens & Private Practice

Healthcare Professionals

We specialize in helping high income healthcare professionals by giving:

  • Proactive Tax Advice
  • Integrated Investment Recommendations
  • Financial Plans that Accomplish Financial Goals
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The Almost Retired & Retirees

We specialize in turning retirement nest eggs into tax-smart retirement plans:

  • Reduce taxes in retirement
  • Manage Investment Risk in Volatile Markets
  • Financial Plans that Accomplish Financial Goals
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You're Age 45+, Making 500k+ or Saved 750k in Retirement Savings

But you have questions....


You Have Questions. We Have Answers.

It's hard to know what to do next in your finances and taxes. Our firm can answer questions like these for our clients and more, daily.

  • We work with clinicians, scientists, and staff across Hopkins, MedStar, and UMMS community.

    • What do I do with extra cash this month?

    • Can I retire early, and what would that look like?

    • How do I cut taxes now and later?

    • Can your team take investing and taxes off my plate?

    • How do I use my 403(b)/457 while I’m still working?

    • I earn 1099 income from research, talks, or expert witness work. How do I handle set-asides and deductions?

    • What will my retirement paycheck be?

    • How do I turn $750k+ into income I can live on?

    • When should I file for pension and Social Security?

Planning Your Way To Prosperity Since 1996

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Our Services

Investment Management 📊

We create investment portfolios that are tailored to your family's needs and goals guided by fiduciary standards.


We especially design your investments to work in tandem with your financial plan and tax return.

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Financial Planning📝

We craft financial plans to provides a roadmap for your family's financial future, offering clarity, control, and the confidence to navigate life's uncertainties while working towards your goals.


We have adhered to the CERTIFIED FINANCIAL PLANNER® standards since 1991.

The Planning Process

Tax Preparation and Planning 🧮

We minimize stress with our tax preparation services, ensuring accuracy and efficiency for a seamless filing experience.


Proper tax planning is a year round process that MUST include your investments and financial plan.

Tax Services
Client Centered

Client Centered

Our business is built on a foundation of thoughtful client relationships within our independent, fiduciary based family business. 

Save More, Stress Less: A Unified Approach to Taxes and Investments

Our Process in Three Easy Steps:

1.) Introduction Call

We get to know each other over 15 minutes to see how we can best serve you

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2.) One Page Financial Report Creation

We'll give you a written report on what's possible and what direction we recommend based off your finances.

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3.) Hire Us (or don't)

Our one page report is free, but our goal is to help you get retired and stay retired by becoming your financial advisor.

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Frequently Asked Questions

Answers to your questions about us and our process.

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Our Investment Philosphy

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Have a Question?

Reach out to us, and we can discuss what you're looking for.

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We Are Affiliated With

Financial Planning Association

Maryland Association of CPAs

Howard County Estate Planning Council