Financial Planning and Wealth Management

 Financial Planning, Advisor, Retirement Planning, IRA, Wealth Management in Columbia MD, VA,DC  

Welcome to Sophos Financial.  

 Greetings from   Michael Balakirsky MBA

The Principal 

 

       As an independent LPL Financial Advisor and LPL Financial Planner in Columbia, Maryland (MD), our office will be able to provide You with more than just an independent financial advice, holistic financial planning and wealth management. Through careful financial planning and guidance, we can help You pursue the dreams nearest to Your heart, such as sending Your children to college, purchasing a home, planning for retirement, or pursuing a second career.

 

       Special Services for Physicians,  Dentists  & Business Owners!

                                       

 Free Risk Analysis of Your Portfolio:

 

 
 
 

             Our company will help you with retirement planning, fee-based (fee only) asset management, estate, tax, and investment planning. Our LPL Investment Advisor Representatives are part of the leading and biggest Independent Broker-Dealer in the Nation-LPL Financial**. 

 Please see more about Our Company and Our Services HERE.

We are happy to assist residents of  Maryland, Virginia, and DC with Financial Planning, Financial Advice, Federal Employees, Questions on FERS, CSRS, 401k withdrawal, IRA Rollovers, and Roth IRA conversion questions. 

 As LPL Independent Financial Advisors and Financial Planners, we provide objective financial advice. Our LPL Investment Advisor Representatives have extensive knowledge of financial planning, fixed, index and variable annuities, estate planning, wealth management, wealth protection, retirement planning, and fee-only financial advice.

  You worked very hard. It's time to finally plan for retirement and pursue a clear path towards your financial independence and stability.

Contact our Columbia, MD Maryland office for 

 

   NO-OBLIGATION FREE Consultation 

TODAY!

 

 

 

 

 

*The SmartVestor program is a directory of investment professionals.  Neither Dave Ramsey nor SmartVestor is affiliates of Sophos Financial or LPL.

    

**As reported by Financial Planning magazine, June 1996-2018, based on total revenue.

Securities and Advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC