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.

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

Website

Alerts

Be the first to know and let us send you an email when Retirement & Investment Group, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category