Phronesis Wealth Management

10/24/2026

Happy Birthday to our Marketing Associate, Christine!

10/24/2026

There’s no shortage of investment analysis for anyone interested. What’s important to understand?

10/22/2026

Your retirement accounts work best when coordinated like an orchestra. Discover the hierarchy of savings, investment strategies, and withdrawal approaches that may help optimize your retirement income.

Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

10/19/2026

Are you looking for a balance? Find yours, starting with this video.

10/19/2026

Financial Planning Is About More Than Just Numbers.

October is National Financial Planning Month, and a good reminder that financial planning isn't just about saving and investing. It's about making thoughtful decisions that support the life you want to live.

From managing everyday expenses to preparing for retirement and other important milestones, a personalized financial plan can help bring your goals and priorities into focus.

At Phronesis, we help you connect your financial decisions with what matters most to you.

Ready to start planning? Schedule a complimentary introductory meeting by calling 410-647-6762.

10/17/2026

Are you getting ready to retire? Retirement strategy isn’t entirely financial. Consider these matters in this helpful piece.

Things to consider before retirement.

10/15/2026

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.

Overview of Medicare Advantage, what’s in them, special rules, and more.

10/14/2026

Are You on Track with Your Financial Goals?

October is National Financial Planning Month—a good reminder to check in on your financial goals and see how your plans align with where you want to go.

Life changes, priorities shift, and your financial plan should evolve along with them.

At Phronesis Wealth Management, we help you evaluate where you stand, identify potential opportunities for improvement, and make informed decisions about your financial future.

Is it time for a financial checkup? Schedule a complimentary introductory meeting to start the conversation.

https://oncehub.com/phronesis

10/13/2026

What a great evening at Topgolf Baltimore! ⛳🏈

We had a fantastic time connecting with clients and friends last week while supporting the Boys & Girls Club and enjoying a special appearance by Baltimore Ravens Trey Hendrickson!

Great company, plenty of laughs, and a little friendly competition made for a memorable night. Thanks to everyone who joined us!

10/12/2026

In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would you do with yours?