Broker Check
301.663.5454
Account Access

About Us

A Dedicated Team Working For You

Maryland Financial Planners, Ltd., a premier fee-based financial planning practice, can help guide you toward a more secure future. We believe that it's not only our goal to help you make the most of your income and assets, but also to help you make the most of your life. It's our plan for your future.

We adhere to Osaic FA, Inc.'s philosophy of "Serve First, Last and Always"SM which defines the way we do business.

Client Centered

The "Serve First" philosophy was conceived over 60 years ago and still drives our business today. Conviction in what we do and sell, the courage to get our clients to take action, competency based on continuing education and training, and communication that builds understanding and trust - these are the key qualities of "Serve First". And these are the commitments we make to you when you choose to retain us.

We are registered representatives of Osaic FA, Inc. - a financial services company that offers a broad range of financial products and services. Our affiliation with Osaic FA, Inc. provides depth, stability and significant resources to our advisors and clients.

With Maryland Financial Planners, Ltd., our clients receive the best of two worlds: the experience and financial stability of a long-standing financial institution, and the individual service that comes from having a personal financial advisor.

Suggested Content

The Business Cycle

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.
Learn More
U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?
Learn More
Retirement Questions That Have Nothing to Do With Money

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.
Learn More