Strategic Partnerships

Our four strategic partnerships bring tremendous value to our corporate and family clients.  Our partners have earned the trust and confidence of our clients for the thoughtful honest planning solutions they have implemented.    

We would be delighted to introduce you!

Corporate Health Insurance Consulting

  • We are in partnership with one of the leading Health Insurance brokerage firms in the Mid-Atlantic region.

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  • Our partner has consulting relationships with over 400 corporations ranging in size from 50 to over 9,000 employees.

Financial Planning & Wealth Management

  • We have partnered with a leading Financial Planning & Wealth Management firm in the Baltimore area. Despite the firm managing over $4 billion in assets, they provide impeccable, personalized service working to meet our client's financial goals.  

Pension/Profit- Sharing/401(k) Consulting

  • We are in partnership with one of the leading firms specializing in this area of corporate planning.

Property & Casualty

Insurance

  • We are in partnership with one of the area's leading Property & Casualty firms in the Mid-Atlantic region.

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  • The firm provides planning services to a wide range of successful businesses.