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1954 Greenspring Drive, Suite 515, Timonium, MD 21093

(410) 823-3399
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"Someone is sitting in the shade today because someone planted a tree a long time ago."

Warren Buffett

“As you walk down the fairway of life you must smell the roses, for you only get to play one round. ”

Ben Hogan

"Families are like branches on a tree, we all grow in different directions yet our roots remain as one."

Author Unknown

"Retirement is when you stop living at work, and start working at living."

Author Unknown


Our Process

Our Process

No two people are the same, and our advisors know this better than most. Our deep financial knowledge and broad life experiences inform our every decision. We have only one goal in mind: your ideal future. 

With decades of experience, we’re excited to help you prepare for every eventuality, no matter what.

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Our Philosophy

Our Philosophy

Mid-Atlantic Wealth Advisors begin each relationship by learning about your needs, limitations and goals through a comprehensive discovery process. With your specific financial situation in mind, we use an investment methodology designed to produce consistent, attractive long-term results that align with your time frame, objectives and risk tolerance.

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CULTIVATED FOR YOU

Your Goals are the Key to Rampant Growth

The best futures are achieved through naturally diverse investments. Like the strongest of trees, the seeds you plant today will lead to a lush canopy of comfort, shelter, and protection tomorrow.

Organic growth underlies all we do at Mid-Atlantic Wealth Advisors. Together, we'll design a roadmap that starts with the future you want and ends with your dream retirement. Our approach is designed to help your retirement weather the harshest of storms.

Your Goals. Our Strategies.

Discover an array of services with Mid-Atlantic Wealth Advisors.

Smart investing shouldn't perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

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Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what's to come.

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Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 100 years of collective experience, we'll help secure your legacy for generations to come.

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Our dedicated professionals can help create the insurance strategy you need. Protect your family, with our help, from the financial consequences of life's unexpected events.

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Helpful Content

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

To Buy or Not to Buy

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.
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Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
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Surprise! You’ve Got Money!

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.
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Have a question? We're ready to help.

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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.