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).
Company Sponsored Retirement Plans
Creation and Management of Your Company's 401(k), SIMPLE IRA, SEP IRA, or MarylandSaves Plan
We help business owners create and manage company-sponsored retirement plans that support both your team and your long-term goals. Whether you’re launching a new company plan or looking to improve your current plan, we’ll guide you through each step with clear recommendations and straightforward support. Our goal is to make retirement benefits simple, compliant, and valuable for everyone involved.
Tax, Accounting, and Additional Services
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.