Sojourn Wealth Advisory

02/06/2026

Some resources for the season and year ahead. Hope they’re helpful.

If you would like to schedule a time to discuss what might be your next steps, here is my calendar so you can pick a time that works best for you. I look forward to having the conversation.

08/30/2025

Woke up early to meet the Hancock Bros. Hancock Brothers Industries to get things started. Exciting things to come.

08/29/2025

Needed some of the old furniture hauled away to make room for renovations. Paul Majewski had me covered with BumbleJunk. Jake and Jamal came right on time and did an excellent job. Great team.

08/19/2025

**The Before Picture**

Exciting news to share! The settlement is complete. After 9 years at the previous location, Sojourn Wealth Advisory LLC has moved the office to 321 Fulford Ave. Bel Air, Maryland. We’re thrilled about this significant milestone in our journey to help families manage their resources for the opportunities ahead.

While we currently serve clients from the West Coast to the Caribbean, we believe our new location will offer a greater experience for our local clients and our work. We’ll have a better layout for hospitality, functionality, and more space for future growth. There will also be onsite parking and an accessibility ramp.

We’re also excited about our new neighborhood. We will be within walking distance to Bel Air’s charming Main Street and Rockfield Manor. The area hosts many unique restaurants, boutique shops, festivals, and other community events throughout the year. Bel Air is a thriving town and we’re glad to be a part of it.

We’re planning to make improvements to the building (and landscaping). While the changes may take time, we’re looking forward to welcoming you and your loved ones to the new location. In the meantime, we’ll still be able to meet virtually or elsewhere if needed.

Although the purchase of a new office is a milestone, it is far from the only one we’ve been working on. These past few months we’ve been helping clients plan for growing families, college, job transitions, business launches and sales, income, retirement, inheritances, and estates. As always, I hope to be here for you as a resource in every opportunity or challenge.

I’m grateful to share this sojourn together.

Sojourn well,

Sean

03/25/2025

Wondering about the recent market swings? Here is some perspective and context.

The markets are experiencing broader swings as businesses face increased uncertainty from recent policy changes concerning international trade and tariffs. Some technology stocks are also experiencing a pullback from their recent gains as many believe they could be overvalued.

01/31/2025

We always want to be a resource any way we can. We've posted some resources for your 2025. You can take a look at the website under Insight and Resources for 2025. Hopefully they are a help to you. Feel free to share them with others as well. There's also a link in case you'd like to reach out with a question or next steps. Sojourn well.

Send a message to learn more

10/24/2023

Alicia Adamczyk from Fortune recently wrote an article on millennials facing higher mortgage rates. I was glad to offer some thoughts.

Home purchases are some of the largest transactions one faces, and their impact can be felt for many years to come. Learn the steps you can take to put yourself in a better position.

"It really makes sense to put yourself in the best financial position possible no matter the season."

09/20/2023

This week I'm joining Cambridge Investment Research, Inc.'s Ignite conference in Orlando, FL.

While the locations change, the promise of educational presentations, breakouts, panel discussions, and general sessions are always worth the time and travel.

There are always great resources on recent market dynamics, strategies, regulatory updates, and new capabilities to consider for the households I serve.

If you want to hear more about what my takeaways were on my return, rech out or go ahead and schedule a call on my website. I look forward to sharing with you.

02/02/2023

So Phil the groundhog has been right 39% of the time? Careful economic forecasters, Phil may be coming for your job.

Happy Groundhog Day! Do you want spring or snow?

The famed groundhog Punxsutawney Phil gives us his weather prediction every February 2, but historically, the results usually aren't accurate.

01/23/2023

InvestmentNews recently reached out for a response to the effort of seven states (Maryland being one of them) considering legislation for a “wealth tax.” California, Connecticut, Hawaii, Illinois, New York, and Washington are the other states considering similar legislation. It’s attached below.

This isn’t what Maryland needs. Not by a long shot.
Will you be required to annually submit what you own for taxation? Who will determine its value? What about during market swings, bubbles, and depreciations? How will individuals, businesses, and farms be able to afford such a levy?

The result would be an extremely foolish decision for both the citizens and the state. People are already leaving states where they have excessive tax rates. Taxing people more will cause them to leave faster.

I care greatly about my state. We don’t need this.

- Sean

State legislators introducing wealth tax legislation Thursday won't be able to count on support from financial advisors.

09/23/2022

Proof I've been hard at work. If you watch the video you may be able to see me (Hint: I was talking so hands are moving).

Attending talks, presentations, panels, demos, and tons of meaningful conversations in-between.

The Cambridge events team deserves a huge shout out for another successful event. Planning for 2,000+ people to attend more than 100+ educational opportunities is no easy task. They're absolute all-stars.

09/21/2022

Have a question: How do you get the most out of attending conferences?

Here are some of mine.

1. Review the agenda beforehand to select breakouts that serve the needs of your clients and will help you to better serve them into the future.

2. Take notes. Highlight things of interest. Circle what you plan to implement when you get back. Taking notes of priority can help you implement the key takeaways that will have the greatest impact.

3. Look for gaps in the schedule. Find strategic time to catch up with other attendees to learn of the takeaways from breakouts you weren’t able to attend.

4. Connect with knowledgeable presenters and attendees. You can follow-up during or after the event. Make a note on what specifically you wanted to follow up on.

5. Meet with sponsors and vendors of interest. Even if they aren’t a good fit, you may get an idea you can adapt for your uses.

6. Make time for some fun. Attending sessions back-to-back can be tiring. Mixing in fun keeps the energy up.

What am I missing? How do you make the most of attending conferences?

At the Ga***rd Texan participating in Cambridge Investment Research, Inc.'s Ignite Conference. Over the next few days there will be lots of speakers, presenters, panel discussions (I’ve even been asked to serve on one), vendors to vet, and copious amounts of coffee.

Let me know what your tips are.