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Freedom To Pursue Your Passions

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What We Do


Financial  Planning

Ensure that you are making the right financial decisions to keep you on track for retirement and being able to live the life that you want to live.


Wealth Management

Focus on maximizing the assets that you've worked hard to build up by utilizing our planning-driven investment solutions.


Retirement Solutions

Enjoy the peace of mind going into retirement that you will have the freedom to pursue your passions.

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What We Do

Our Partners

eMoney Frederick, MD Monocacy Wealth Management

Charles Schwab Frederick, MD Monocacy Wealth Management

Fargalla and Assaciates Frederick, MD Monocacy Wealth Management

Redtail Frederick, MD Monocacy Wealth Management

Our Approach

Everything starts here.

We gather the necessary data to really assess your situation, get you know your goals, and figure out how to achieve what's most important to you.

This is where the magic happens.

We work with you to create an expertly crafted game plan for how you can achieve your goals.

Now let's put that plan into practice. 

Whether it be updating your tax strategies, rebalancing your portfolio, or making a bigger change. We help you every step of the way.

We closely monitor all aspects of your financial situation.

We are available to assist you at any moment along with scheduled quarterly calls and an annual in-depth review.

Frederick, MD Monocacy Wealth Management

How can we help you?

Schedule a complimentary 20 minute consultation with us.