5200 Maryland Way
Achievement and success often come with financial complexity. The Flagship Financial team can help simplify your financial life so you can live the life you envision. Our fact-based personalized investing approach, planning and management experience, and independence bring control and accountability to the entire relationship to better prepare you to weather surprises and minimize volatility.
Discover an array of services for all your financial needs.
One goal nearly all investors share is planning for a comfortable and secure retirement, and preparation is grounded in a sound financial plan. While this is a simple concept, an accurate and thorough plan can lead families through both complex and competing goals. Flagship Financial Advisors can develop a personalized strategy that helps you to properly balance these needs.
Reaching your goals and dreams is often the result of purposeful planning and mature investing. Flagship Financial Advisors helps you reach your goals with a sound and proven strategies to portfolio management. We will apply our experience and expertise to managing your investment assets, while always keeping your tolerance for risk in focus.
Retirement can be the best years of your life, especially if you have planned well. People tend to live longer today than the retirees of 30 years ago. That fact alone creates a number of considerations that Flagship Financial Advisors take into account when building a customized retirement plan. Income Distribution Strategies, Social Security Optimization, Tax Efficiency, and Benefit Planning.
Our coordinated approach is opposite of how most of the industry works. As FIDUCIARIES, we are legally bound to act in your best interests. And that's NOT the norm.
Put a century of combined experience to work for you.
Curated articles, videos, and more for a more financially savvy you.
Getting married, having a baby, changing jobs, retirement, losing a spouse or parent…these are some of the big transitions that challenge us in life. We know that in times of transition clients look for a calming presence that only comes from experience.
Using over Flagship Financial Advisors 50 Years of combined experience to guide through those challenges puts us in a position to impact lives on a daily basis. Impacting lives…that is why we love our role.
The formulation of Flagship Financial Advisors was driven by the team’s desire to provide clients the best financial solutions for their situations. We are honored to work with Trusted Partners, an exceptional clientele, fostering long-term relationships - built on trust, communication and mutual respect.
Wealth Advisor and Managing Partner
Associate Wealth Advisor
Senior Analyst - Investment Analytics
Client Relationship Manager
If you're having a hard time making financial decisions on your own or aren't sure where to start with your economic journey, working with a fee-based Fiduciary Financial Advisor may be worth the time and money.
A Fiduciary is a common term for a Financial Advisor who serves under FIDUCIARY DUTY. These professionals have pledged to make recommendations with your best interest in mind, rather than their own financial benefit. Always look to work with an Advisor that has the Accredited Investment Fiduciary® (AIF®) Designation.
“Your decisions from today forward will affect not only your life, but also your entire legacy.”
- Dave Ramsey
"An investment in knowledge pays the best interest."
- Benjamin Franklin
“Planning is bringing the future into the present so that you can do something about it now.”
- Alan Lakein
“If you are going to have a real dream, you need a real plan.”
- Chris Hogan