Retirement & Investment Group, LLC

Retirement & Investment Group, LLC Retirement Well-Planned No offers may be made or accepted from any resident of any other state. Certified Financial Planner Board of Standards Inc.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC (www.finra.org/www.sipc.org)

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. Third party posts found on this profile do not reflect the views of LPL Fin

ancial and have not been reviewed by LPL Financial as to accuracy or completeness. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Greg Abel speaking at the annual Berkshire Hathaway shareholder meeting today.   This “Woodstock for Capitalists” starte...
05/02/2026

Greg Abel speaking at the annual Berkshire Hathaway shareholder meeting today. This “Woodstock for Capitalists” started in 1965.

04/21/2026
I’m honored to be recognized by Forbes and SHOOK Research as a 2026 Best-In-State Wealth Advisor in Maryland for the six...
04/15/2026

I’m honored to be recognized by Forbes and SHOOK Research as a 2026 Best-In-State Wealth Advisor in Maryland for the sixth consecutive year. This recognition reflects the relationships my team and I have built and the results we strive to deliver for our clients every day. I’m especially thankful for the continued trust our clients have placed in us over the past 31 years.

I’m grateful for the support of an incredible team whose commitment and expertise make this possible:
Dave Weaver, Tracy McCartin, Shannon Kriscumas, Kaitlyn Manning, Gary Wright, Britni Sparks, Heather Keslar, and Pete Kriscumas.

View the full rankings here: https://www.forbes.com/lists/best-in-state-wealth-advisors/

LPL Financial, Forbes and SHOOK Research are separate entities.

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

Had a blast at the CNBC Pro event last night at the New York Stock Exchange!  Learned a lot and had a chance to connect ...
01/16/2026

Had a blast at the CNBC Pro event last night at the New York Stock Exchange! Learned a lot and had a chance to connect with many top research and investment firms. I feel grateful and fortunate to have built a career over the last 31 years … doing what I truly enjoy and working with exceptional clients/friends now in 33 States. Have a great weekend!

Yardeni Research always a great resource for serious investors.   Wishing you a healthy, happy and prosperous New Year!!...
12/29/2025

Yardeni Research always a great resource for serious investors. Wishing you a healthy, happy and prosperous New Year!!

This is an excerpt of the December 11, 2025 Yardeni Research Morning Briefing. 2026 I: What Will Likely Go Right? The Roaring 2020s remains our base-case scenario.

From all of us at Retirement & Investment Group - Wishing you a Merry Christmas, Happy Holidays and a joyous and healthy...
12/24/2025

From all of us at Retirement & Investment Group - Wishing you a Merry Christmas, Happy Holidays and a joyous and healthy New Year!

Happy 4th of July!!  🇺🇸🇺🇸🎉🎉
07/04/2025

Happy 4th of July!! 🇺🇸🇺🇸🎉🎉

“What if you could?”Call or email if we can helpWww.retirementandinvestmentgroup.com
05/15/2025

“What if you could?”

Call or email if we can help

Www.retirementandinvestmentgroup.com

What if financial advisors had the freedom and support to build their dream business? If investors could easily find an advisor who understands them and thei...

04/08/2025

Tom Quirk has been recently named as a Forbes Best-In-State Wealth Advisor for 2025. This is Tom's 6th year in a row with this designation. We are grateful for our exceptional clients and top notch staff, who are the reason for our success - thank you!

Retirement Well-Planned

Address

Catonsville, MD
21228

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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