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.
Wealth Advisor and Managing Partner
Senior Analyst - Investment Analytics
Client Relationship Manager
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.
Yes, having a fiduciary financial advisor can be worth it for many individuals. A fiduciary financial advisor is legally and ethically obligated to act in your best interest when providing financial advice and making recommendations. They have a fiduciary duty to prioritize your financial well-being and are required to disclose any potential conflicts of interest.
Morningstar: Financially sound households get advice from Financial Planners
Vanguard: Advisor Alpha is 3%
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 60 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.
Friends, Fun & Finances
Financial planning and fun are not mutually exclusive. Every year, clients are invited to take part in a full calendar of fun events. These events are put on throughout the year to show our appreciation and to celebrate the richness of life we are blessed to share.
If you see yourself in these, you are probably a good fit.
Our ideal client is seeking a long-term personal financial planning AND investment management relationship. The individual or couple is ready, willing, and able to take control over their financial lives and recognizes the need to outsource to qualified professionals so that she, he, or they can focus on what they enjoy and do best. We believe that life is too short to work with people you do not enjoy. Hence, our Ideal Clients are generally nice people who see themselves as nice people and also prefer to work with those they enjoy.
Choosing a Fiduciary Financial Advisor
Choosing a fiduciary financial advisor can give you greater peace of mind. Financial Advisors who serve under FIDUCIARY DUTY have pledged to make recommendations with your best interest in mind, rather than their own financial benefit. A fiduciary financial advisor makes investment decisions with your best interest in mind, while a financial advisor who isn't a fiduciary may recommend products for which they receive a commission or other form of payment. Always look to work with a firm that adheres to the Accredited Investment Fiduciary (AIF) Designation.
Comprehensive Wealth Management
At Flagship Financial Advisors, we provide the guidance you need and the collaboration you want. We ask the important questions like where are you today, and where do you want to be tomorrow. We learn about your hopes and your vision for your financial future, so we can help you get there.
FLAGSHIP BUFFERED OUTCOMES ETF PORTFOLIO A DEFINED OUTCOME ETF PORTFOLIO MANAGED FOR DOWNSIDE PROTECTION AND UPSIDE PARTICIPATION
In today's environment, investors are looking for alternatives to traditional asset allocation models incorporating only stocks for growth and bonds for protection. The Flagship Financial Buffered Outcomes ETF Portfolio is designed to provide downside protection from volatile markets combined with long term growth from price appreciation.
“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