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A Holistic Approach Long­-Term Relationships Simplified Solutions Personalized Advice

We Plan for the Certainty of Uncertainty


"Based in Southern Maryland, I have provided holistic financial planning, practical business solutions as well as experienced wealth management for over 20 years. My team understands that there are few facets of life that can provide a sense of security. Worrying about your financial future can be a huge burden on both you and your loved ones. Place that burden in our hands. We will invest our time in you, freeing you to spend your time doing what matters most."

-Georgeanne Aist, Founder

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Wealth Management

We educate our clients about financial concepts and take the mystery out of investing.

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Business Planning

We cater to the needs of our executives by creating tax efficient business strategies.

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Serving Individuals

We can help you create a plan - the key toward achieving your financial goals.

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Retirement Strategies

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Business Executives

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Wealth Management

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Estate & Philanthropy

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