Phronesis Wealth Management

Phronesis Wealth Management We help individuals/small business owners by providing customized financial and wealth strategies.

Securities offered through LPL Financial, Member FINRA/SIPC finra.org sipc.org. Investment advice offered through Phronesis Wealth Management, a Registered Investment Advisor and separate entity from LPL Financial. 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. 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. No offers may be made or accepted from any resident of any other state.

When is the right time for your adult children to meet your financial advisor?Probably earlier than you think.You don’t ...
09/01/2026

When is the right time for your adult children to meet your financial advisor?

Probably earlier than you think.

You don’t need to share every detail of your finances. But giving your children some context about your financial plan—and introducing them to the people who help you manage it—can make a meaningful difference when life eventually changes.

A simple introduction today can help create greater continuity and understanding for your family tomorrow.

Read more about why starting that conversation sooner may be one of the more valuable steps in your financial plan. 👇

A lasting legacy involves more than transferring wealth. Estate planning isn't just about legal documents. Learn why introducing your adult children to your financial advisor may be one of the most valuable planning steps in this blog article from Phronesis Wealth Management.

Learn about Medicare’s popular program, offering retirees free gym membership and health education.
08/31/2026

Learn about Medicare’s popular program, offering retirees free gym membership and health education.

Medicare’s popular program, offering free gym membership and health education.

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
08/29/2026

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

The tax rules governing profits you realize from the sale of your home have changed in recent years.

U.S. Service Members should consider taking advantage of programs that are available.
08/27/2026

U.S. Service Members should consider taking advantage of programs that are available.

Military families face unique challenges, making personal finance even more critical.

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer...
08/24/2026

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer a path to approaching money decisions with greater calm, clarity, and control.

An article about meditation, mindfulness, and financial well-being.

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
08/22/2026

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.

Bucket lists don’t have to be for tomorrow.

Committed to increasing your financial literacy? Don't be afraid to ask questions.
08/17/2026

Committed to increasing your financial literacy? Don't be afraid to ask questions.

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Being healthy may help your personal finances.
08/15/2026

Being healthy may help your personal finances.

Being healthy not only makes you feel good, it may also help you financially.

Every year since 1947, the U.S. President pens an economics textbook.
08/13/2026

Every year since 1947, the U.S. President pens an economics textbook.

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial a...
08/10/2026

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Address

529 Benfield Road
Severna Park, MD
21146

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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