Financial Planning and Wealth Management

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 independent financial advice, holistic financial planning, and wealth management. Through careful financial planning services 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 planning strategies, tax strategies, and investment planning. Our LPL Investment Advisor Representatives are part of the #1 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 Services, Financial Advice, Federal Employees, Questions on FERS, CSRS, 401k withdrawal, IRA Rollovers Services, and Roth IRA conversion questions. 

As Financial Advisors and Financial Planners, we provide personalized financial advice. Our LPL Investment Advisor Representatives have extensive knowledge of financial planning services, fixed, index and variable annuities, estate planning strategies, wealth management, wealth preservation, 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, Maryland office for 


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*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 1996-2022, based on total revenue.