A.G. Campbell Advisory, LLC (“A.G. Campbell”) was founded in 2012 by a group of industry veterans who believed the traditional model of financial advice was no longer serving clients well. Too often, we saw large firms prioritizing sales over service: pushing proprietary products, charging opaque or excessive fees, and delivering lackluster results. We knew there had to be a better way. So, we built it. A.G. Campbell was established to offer something different: a truly independent advisory firm where clients’ interests come first, always. We provide tailored investment management, financial planning, and family office services to individuals and institutions, free from the conflicts that often accompany large financial institutions. Our firm is grounded in the values of integrity, stewardship, discipline, and discretion. These are not just ideals; they are the foundation of every relationship we build.
I offer tax preparation and accounting services, as well as comprehensive investment planning through my affiliation with HD Vest Investment Services(SM). In addition to preparing and filing your tax return, I can help develop an investment plan that takes into account your financial circumstances and tax status, and considers your college, retirement and estate planning goals. Please also note our location at: 323 Crain Highway South Glen Burnie, MD 21061
We're a Financial Planning and Investment Advisory firm, and we're passionate about Sustainability. Atlas was founded in 2018 to serve family, friends, and members of our community. We help our clients plan and invest to reflect their own unique values.
Tesserae Modern Wealth is a female-led, independent fiduciary firm helping busy professionals and those near or in retirement bring the pieces of their financial life together. We provide personalized planning, investment management, and ongoing guidance.
I am a financial advisor/medicare advisor/remote notary/mobile notary who lives in the Baltimore area. I have over 20 years of experience in finance and I look forward to serving your needs.
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