Financial Planning
Retirement Planning, Cash Flow Analysis, What-If Scenarios, Insurance Review, Portfolio Analysis
It all starts with a plan. We take a holistic approach to building your custom financial plan. This includes cash flow analysis, retirement planning, social security recommendations, tax advantaged planning, insurance reviews, portfolio analysis, and more.
Asset Management
Portfolio Management, Financial Plan Alignment, 401K Rollovers, Custom Portfolios
Your wealth management shouldn't be separate from your financial planning. A good wealth manager manages your wealth in a way that is aligned with your goals (defined in the financial planning process).
Tax & Accounting
Our Team's Diverse Background and Expertise Allow Us To Go Beyond Traditional Wealth Management
Monocacy Wealth has dedicated Mtax and CPA licensed professionals on staff to assist clients with all tax and accounting needs. From business advice, personal taxes, and more, Monocacy Wealth is proud to offer strategic tax planning as an additional value to our clients!
Additional Services
Through Our Carefully Curated Partners
We understand that there are many facets to your financial picture. While we strive to have as many of your core advisors in house, we know that there are some things that are best for our clients in a partnership arrangement. That's why we have carefully curated a network of top industry professionals from Estate Attorneys, to CPAs, to lending partners. We've done the vetting so that you don't have to!