About Us

Guiding Clients Through Financial Planning

Located in Maryland, Advanced Planning Consultants is a full‑service financial firm that goes beyond traditional representation—serving as a trusted ally and coach to help you protect your wealth, build financial independence, and navigate life’s uncertainties with confidence.

Personal Strategies

Wherever you are today, planning can help you prepare for what comes next.

Just married? New parents? Ready to retire? No matter where you are on your life's journey, we can help. For nearly a quarter century, Advanced Planning Consultants has been helping families live well at every stage of life by helping them find a path of financial independence.

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Holistic financial planning to help protect and maximize your cashflow

Business Strategies

Build your business value.

Living with and truly understanding the unique set of challenges and opportunities of local entrepreneurs and business owners is the foundation of Advanced Planning Consultants.

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Financial Services

Fee-based Planning
Comprehensive Financial Planning
Estate Planning
Charitable Planning
Focus Plans
Retirement Planning
Cash Flow Analysis

Asset Management

Fee-Based Asset Management
Comprehensive Brokerage Services
Asset Allocation Analysis
401(k) Plans
Existing Investments
Employee Stock Options

Insurance Services

Life Insurance
Disability Insurance
Long-Term Care Insurance
Individual Health Insurance
Group Benefits

Business Services

Executive Benefit Planning
Key Person Planning
Qualified Retirement Plans
Deferred Compensation Planning
Buy-Sell and Succession Planning