Premier Planning Group

Premier Planning Group Premier Planning Group is a financial services firm located in Annapolis, MD offering assistance in investments, financial planning, and insurance.

MAKING THE COMPLEX SIMPLE. Because money doesn't have to be complicated. Premier Planning Group was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to create financial stability and security to provide financial independence.

Setting long-term goals is easy… sticking to them when life gets busy is the real challenge. Read our new article for a ...
09/02/2026

Setting long-term goals is easy… sticking to them when life gets busy is the real challenge.

Read our new article for a practical, step-by-step framework to break big financial aspirations into manageable milestones and pursue the retirement of your dreams.

Brion Harris at Premier Planning Group in Annapolis, MD shares 4 practical steps to set, break down, and pursue your long-term financial life goals.

You don’t need to outsmart the market to be a successful investor. Read our article to learn the secrets to steady, long...
08/31/2026

You don’t need to outsmart the market to be a successful investor. Read our article to learn the secrets to steady, long-term growth.

Learn why you don’t need to outsmart the market to reach investment success. Brion Harris is a financial advisor at Premier Planning Group in Annapolis, MD.

Retirement is a major life milestone that comes with both excitement and uncertainty. The best way to ease those worries...
08/28/2026

Retirement is a major life milestone that comes with both excitement and uncertainty. The best way to ease those worries? Planning ahead.

As you near or step into retirement, take a moment to consider these 5 essential questions.

5 pre-retirement planning questions to address 5 years before retirement. Brion Harris is a financial advisor at Premier Planning Group in Annapolis, MD.

Have a quick question about your financial plan? We're here to chat. Visit our website to schedule a conversation at you...
08/26/2026

Have a quick question about your financial plan? We're here to chat. Visit our website to schedule a conversation at your convenience.

Contact Us [email protected] Premier Planning Group 101 Annapolis Street Annapolis, MD 21401 Phone: (443) 837-2520 Fax: (410) 216-9515 Mon-Fri: 9:00 AM - 5:00 PM Have A Question? Name Email Address Question Thank you! Oops!

Retirement is the next stage in your life journey, and with it comes exciting developments and unique considerations. He...
08/24/2026

Retirement is the next stage in your life journey, and with it comes exciting developments and unique considerations.

Here, I have gathered the top 5 mistakes I’ve seen clients make within the first 10 years or so of their retirement. Read on to understand these mistakes and avoid making them yourself!

Have you recently retired? Read about these common mistakes that usually happen within the first 10 years of retirement so you can avoid making them yourself!

Read here to explore the role Social Security plays in a retirement plan, the current state of Social Security, and what...
08/21/2026

Read here to explore the role Social Security plays in a retirement plan, the current state of Social Security, and what you can do to maximize your benefits.

Don’t leave all your retirement eggs in one basket. Learn more about Social Security’s role in your retirement plan.

At Premier Planning Group, we’re here to help you protect what matters most. Through tailored strategies in investments,...
08/19/2026

At Premier Planning Group, we’re here to help you protect what matters most. Through tailored strategies in investments, financial planning, and insurance, we work to understand your unique situation and dreams.

Open communication and trust are at the heart of what we do.

As Financial Planners in Annapolis, MD, we specialize in Investment Management and Retirement Planning. Schedule a free review today!

Curious about values-based financial planning? Explore these practical tips from Premier Planning Group.
08/17/2026

Curious about values-based financial planning? Explore these practical tips from Premier Planning Group.

Explore strategies to align your personal values and your financial goals. Brion Harris is a financial advisor at Premier Planning Group in Annapolis, MD.

If you like giving to charity and saving on taxes (who doesn’t?), then qualified charitable distributions may be a great...
08/14/2026

If you like giving to charity and saving on taxes (who doesn’t?), then qualified charitable distributions may be a great tax strategy for you.

If you want to learn more about how you can save more and give more, we would love to partner with you.

Want to lower your tax liability and give to charity? Consider a qualified charitable distribution. Here’s what you need to know.

At Premier Planning Group, we’re proud to have a group of advisors who bring both professional expertise and personal de...
08/12/2026

At Premier Planning Group, we’re proud to have a group of advisors who bring both professional expertise and personal dedication to every client relationship. From retirement and insurance strategies to alternative investments, we’re here to help you move forward with a plan built for you.

As Financial Planners in Annapolis, MD, we specialize in Investment Management and Retirement Planning. Schedule a free review today!

Address

101 Annapolis Street
Annapolis, MD
21401

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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