INVESTED
345 North Charles Street, Baltimore, MD 21201 DIRECTIONS
Since 2015
Here’s The Deal:
InvestEd has over seventy years of collective financial investment and advisor experience. They are committed to offering free financial education and low-fee, no minimum fiduciary investment advice. They are expertise in sound money management for high-net-worth clients. They want all people to access the resources to help them achieve their financial goals. They believe in the fiduciary standard of putting clients' interests first and avoiding conflicts of interest. They provide educational, financial seminars on topics specific to your employees' interests. They believe in the fiduciary standard of putting the client's interests first and avoiding potential conflicts of interest. They offer custom financial webinars and 401k investment options to help employees achieve their financial goals. Contact them to get a complimentary financial planning meeting.
SPECIALTY:
Budgeting, Investment Goals, Money and Debt Management, Education, 401K and Estate Planning, Retirement Plans for Businesses & Organizations
TBR® Inspection Report:
BROWN CAPITAL MANAGEMENT
1201 North Calvert Street, Baltimore, MD 21202 DIRECTIONS
Since 1983
Here’s The Deal:
Brown Capital Management is one of the best financial Baltimore-based companies. For more than 38 years, Brown Capital has followed a deliberate blueprint to fulfill its mission of generating Exceptional outcomes for clients. They believe that Exceptional Growth Companies are those that allow them to see their paths to sustained long-term growth. They have a unique firm culture that supports their philosophy and their community. Brown Capital Management strives to build investment programs that meet the needs of genuine long-term investors.
SPECIALTY:
Personal Financial Planning, Investment Management, Cash Flow and Money Management, Retirement Planning, Financial Planning for Women, 401(k), 403(b) or Other Retirement Plan Options, Insurance Review, Saving for College & Estate Planning
TBR® Inspection Report:
CAPLAN FINANCIAL GROUP , LLC
841 East Fort Avenue, Suite 315, Baltimore, MD 21230 DIRECTIONS
Since 1992
Here’s The Deal:
Caplan Financial Group is a nationally respected wealth management firm committed to delivering to their clients customized planning for the entirety of their financial affairs. They are committed to serving their clients in a way that best addresses their unique circumstances, sensitivities, and concerns. Their planners have over seventy years of technical experience in key financial planning disciplines. Their investment management approach is a long-term, disciplined, goals-based approach that carefully considers a client's risk. They offer planning and care for elderly family members and children. They at Caplan Financial Group distinguish themselves through their hands-on approach to creating a coordinated financial plan and monitoring their effectiveness. They provide various prepaid programs, savings programs, Section 529 plans to their clients.
SPECIALTY:
Income Tax and Estate Strategies, Philanthropic and Multi-Generational Planning, Cash Flow Needs, Employer Retirement Plans, Asset Allocation, Disability Income, Life and Long-Term Care Insurance, Debt and Asset Management, Rebalancing Portfolios, International Consulting, Education Funding & Insurance Analysis