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A Holistic Approach Long­-Term Relationships Simplified Solutions Personalized Advice

Taking Control of Your Finances Can Change Your Future!


"Based in Southern Maryland, I have been providing personalized comprehensive financial planning, insurance, business solutions and strategic wealth management across many states for over 27 years. I understand that unanswered questions and uncertainty about your financial future can be a huge burden on both you and your loved ones. Place that burden in my hands. I will invest my time partnering with you to build a flexible strategy, freeing you to spend your time with those that matter most."

-Georgeanne Aist, Owner                              

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Wealth Management

I educate clients about financial concepts and downside PROTECTION strategies and take the mystery out of investing.

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Business Owner Planning

I serve the needs of both small and large businesses- benefits, tax efficiency strategies, valuation, executive packages and MORE.

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Serving Individuals

What are your goals? Conquer debt? Build reserves? Planning for retirement? Send your kids to college? Refine & Define Your options.

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Retirement Strategies

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Business Owner Options

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Wealth Management

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Estate & Philanthropy

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