Maryland Financial Advocates

Maryland Financial Advocates Financial Planning In Maryland www.MarylandFinancialAdvocates.com

I am a CERTIFIED FINANCIAL PLANNER™ practitioner and a veteran financial advisor with over twenty years experience. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Securities and financial planning offered through LPL Financial, a registered investment adviser, member FINRA/SIPC. For a lis

t of states which I am registered to do business, please visit www.marylandfinancialadvocates.com. Specialties: Special Needs Financial Planning, Investment Management, Comprehensive Financial Planning, Estate Planning, and Insurance Planning.

Check out our latest Podcast! "The Switch That Wont Flip - How To Spend Money In Retirement"Available on Apple Podcasts ...
06/03/2026

Check out our latest Podcast! "The Switch That Wont Flip - How To Spend Money In Retirement"

Available on Apple Podcasts now.

Podcast link is in the comments.

Check out our latest Podcast! "The 2026 ABLE Revolution"Available on Apple Podcasts now.Podcast link is in the comments.
05/20/2026

Check out our latest Podcast! "The 2026 ABLE Revolution"

Available on Apple Podcasts now.

Podcast link is in the comments.

Check out our latest Podcast! "The Human Dividend - AI and Financial Planning"Available on Apple Podcasts now.Podcast li...
05/06/2026

Check out our latest Podcast! "The Human Dividend - AI and Financial Planning"

Available on Apple Podcasts now.

Podcast link is in the comments.

Check out our latest Podcast! "The Tax Return Autopsy - 5 Hidden Opportunities In Your 1040"Available on Apple Podcasts ...
04/22/2026

Check out our latest Podcast! "The Tax Return Autopsy - 5 Hidden Opportunities In Your 1040"

Available on Apple Podcasts now.

Podcast link is in the comments.

Check out our latest Podcast! "Roth Conversions - Not An All Or Nothing Decision"Available on Apple Podcasts now.Podcast...
04/08/2026

Check out our latest Podcast! "Roth Conversions - Not An All Or Nothing Decision"

Available on Apple Podcasts now.

Podcast link is in the comments.

Check out our latest Podcast! "The Fear Of Spending Down - Helping Retirees Overcome The Emotional Hurdle Of Decumulatio...
03/25/2026

Check out our latest Podcast! "The Fear Of Spending Down - Helping Retirees Overcome The Emotional Hurdle Of Decumulation"

Available on Apple Podcasts now.

Podcast link is in the comments.

Check out our latest Podcast! "Retirement - Longevity and Real World Planning"Available on Apple Podcasts now.Podcast li...
03/17/2026

Check out our latest Podcast! "Retirement - Longevity and Real World Planning"

Available on Apple Podcasts now.

Podcast link is in the comments.

Check out our latest Video Blog! "No Resolutions Podcast - The Financial Cleanse: Resetting Your Money Mindset & Systems...
01/22/2026

Check out our latest Video Blog! "No Resolutions Podcast - The Financial Cleanse: Resetting Your Money Mindset & Systems For 2026"

Available on our YOUTUBE page now.

Video link is in the comments.

Check out our latest Podcast! "No Resolutions Podcast - The Financial Cleanse: Resetting Your Money Mindset & Systems Fo...
01/22/2026

Check out our latest Podcast! "No Resolutions Podcast - The Financial Cleanse: Resetting Your Money Mindset & Systems For 2026"

Available on Apple Podcasts now.

Podcast link is in the comments.

Check out our latest Video Blog! "3 Ways To Plan For Long Term Nursing Care."Available on our YOUTUBE page now.Video lin...
01/07/2026

Check out our latest Video Blog! "3 Ways To Plan For Long Term Nursing Care."

Available on our YOUTUBE page now.

Video link is in the comments.

Address

9621 Harford Road
Parkville, MD
21234

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 9pm
Sunday 8am - 9pm

Telephone

(410) 663-0700

Website

http://www.finra.org/, http://www.sipc.org/

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