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9515 Deereco Road, Suite 700, Timonium, MD 21093

410-527-1292
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YOUR TRUST. OUR EXPERTISE.



Our responsibility to our clients comes first. From wealth management to
retirement solutions, our insight and sophisticated financial strategies can
help make your investment goals a reality.

Make an Appointment


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WORK WITH OUR TEAM



No matter how complex your investing situation is, we can help.

Make an Appointment


OUR CLIENTS



We maintain strategic expertise across a broad range of investor profiles


ENTREPRENEURS & EXECUTIVES


ENTREPRENEURS & EXECUTIVES

Portfolio and risk management

Learn more


PEAK CAREER PROFESSIONALS


PEAK CAREER PROFESSIONALS

Wealth-building education and strategies

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PRE-RETIREES & RETIREES



PRE-RETIREES & RETIREES

Strategies for every phase of retirement

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HIGH-NET WORTH



HIGH-NET WORTH

Serving the unique needs of high net worth individuals

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SCHEDULE A CONSULTATION

Make an Appointment

If you believe you could benefit from working with a financial professional,
let’s review yours goals to see if you’re a good match for our practice.

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OUR SERVICES



When was the last time you sat down and had a frank conversation about your
investments?

Our team is composed of industry professionals with decades of combined
experience. Whether you’re an early investor or a seasoned wealth-builder,
clients from all walks of life have come to rely on our insight and expertise.


RETIREMENT

Your most important financial milestone

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WEALTH MANAGEMENT

Portfolio construction and risk management

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PEAK-CAREER

Wealth-building strategies for professionals

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ESTATE STRATEGY

Strategies for every phase of life

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OUR THREE STEP PROCESS



STEP


1


ASSESS

We’ll begin by reviewing your financial documents, risk tolerance, and
objectives.

STEP


2


STRATEGIZE

Our team will present unique financial strategies designed to match your
investor profile.

STEP


3


IMPLEMENT

Life changes? Market volatility? We’ll keep your financial objectives on track
every step of the way.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want
to learn more about your personal situation, identify your dreams and goals, and
understand your tolerance for risk. Long-term relationships that encourage open
and honest communication have been the cornerstone of my foundation of success.


SPEAK WITH AN EXPERT



Let’s begin the conversation. Submit this form to schedule an initial
conversation. We’ll use what we learn to match you with the right financial
professional for your background and requirements.

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CONTACT

Office: 410-527-1292 ext. 205

9515 Deereco Rd

Suite 700

Timonium, MD 21093

almony_patricia@nlgroupmail.com


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Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 FMG Suite.



Securities and investment advisory services are offered solely through
registered representatives and investment adviser representatives of Equity
Services, Inc., Member FINRA/SIPC, Equity Services, Inc. is a Broker/Dealer and
Registered Investment Adviser affiliate of National Life Insurance Company,
Montpelier, Vermont. Worthington Financial Partners is independent of Equity
Services, Inc. 9515 Deereco Road, Suite 700, Timonium, MD 21093; Ph: (410)
527-1292.

All entities and individuals referenced are independent of Equity Services, Inc.
unless otherwise noted. Worthington Financial Partners and all other entities
referenced are independent of Equity Services, Inc. unless otherwise noted.

National Life Group® is a trade name of National Life Insurance Company (NLIC),
Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their
affiliates. Each company of National Life Group is solely responsible for its
own financial condition and contractual obligations. Life Insurance Company of
the Southwest is not an authorized insurer in New York and does not conduct
insurance business in New York. TC135623(0823)3

The views and information contained herein have been prepared independently of
the presenting Representative/Agent, are presented for informational purposes
only, and should not be construed as investment advice.