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Text Content

 * About Us
   * Our Story
   * Why CFA?
   * Our Team
   * Form CRS
 * Services
   * Financial Planning
   * Investment Management
   * Tax Preparation
   * Get Started Today!
 * Client Tools
   * CFA Portfolio Dashboard
   * Schwab Login
   * Forms and Links
 * Blog
 * Contact

410-823-5442


 * About Us
   * Our Story
   * Why CFA?
   * Our Team
   * Form CRS
 * Services
   * Financial Planning
   * Investment Management
   * Tax Preparation
   * Get Started Today!
 * Client Tools
   * CFA Portfolio Dashboard
   * Schwab Login
   * Forms and Links
 * Blog
 * Contact


TAX PREPARATION

When evaluating financial planners, we encourage you to ask if they can offer
tax advice?  We do and integrate that advice in all of our financial plans. 

Learn More


CELEBRATING 20 YEARS

Learn More


FINANCIAL PLANNING

Not all financial planners are created equal and we have the powerful
combination of extensive tax expertise and comprehensive knowledge of financial
planning.

Learn More


INVESTMENT MANAGEMENT

We will implement a customized and individually managed investment strategy
based on our proprietary and independent investment research.

Learn More


TAX PREPARATION

When evaluating financial planners, we encourage you to ask if they can offer
tax advice?  We do and integrate that advice in all of our financial plans. 

Learn More


CELEBRATING 20 YEARS

Learn More

Celebrating 20 Years Financial Planning Investment Management Tax Preparation




ABOUT US


WHY CFA?

Learn More


OUR TEAM

Learn More


OUR PHILOSOPHY

Learn More





BLOG


MONTHLY MARKET INSIGHTS | FEBRUARY 2023

February 17, 2023


SECURE ACT 2.0: HERE’S WHAT YOU NEED TO KNOW

January 27, 2023


MORNING MARKET COMMENTARY Q4 2022

January 9, 2023


ANNUAL TAX PLANNING LETTER FOR 2022

December 30, 2022




CONTACT US

401 Jefferson Avenue Towson, MD 21286

Phone  410-823-5442

Schedule an Appointment

401 Jefferson Avenue
Towson, MD 21286

Phone: 410-823-5442



TWITTER FEED

 * #secureact 2.0 - The sweeping legislation has dozens of significant
   provisions, so to help you, we broke the major…
   twitter.com/i/web/status/16189…
   
   January 27, 2023 10:33 am

 * We wish you a very happy, healthy, and prosperous new year!
   pic.twitter.com/dW2EamJMhn
   
   December 30, 2022 10:10 am

HELPFUL LINKS

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