Chart a course so you can leave the dock with confidence

Navigating the complexities of the financial landscape requires comprehensive investment solutions and a partner who is as dedicated to pursuing your specific goals as you are. We are one team with the knowledge, experience, and dedication necessary to develop a thoughtful financial plan that reflects your personal goals and risk tolerances - and to help guide you once you leave the dock.

Chart a course so you can leave the dock with confidence

Navigating the complexities of the financial landscape requires comprehensive investment solutions and a partner who is as dedicated to pursuing your specific goals as you are. We are one team with the knowledge, experience, and dedication necessary to develop a thoughtful financial plan that reflects your personal goals and risk tolerances - and to help guide you once you leave the dock.

- who we serve-
- meet our team -

With clients all over the world, we are proud to call the Eastern Shore of Maryland, “home.” Our family of clients and their needs are as unique as this wonderfully diverse community. We pride ourselves on having deeply personal relationships with each and every person we service – from the farmers, to the fisherman and the free-spirit entrepreneurs.

get to know us better
- tying it all together -
March 20, 2019

March 27th: Don't Miss Saving Wisely with Investment Basics at Ram's Head Shore House

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March 1, 2019

Bruce Valliant Named 2019 Forbes' Top-In-State Wealth Advisor

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February 28, 2019

February Takes a Slow – yet Promising – Pace

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