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Financial

Experts weigh in on market trends, new tech, best practices, and inspirations for managing wealth and debt this year and beyond. Read more

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It’s that time of year when we realize we may have indulged a little too much over the holidays, and maybe our bank account is feeling the impact. Read more

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Now that the wedding and honeymoon are over, it’s back to your new normal. And it’s also time to discuss, 
if you haven’t already, what your finances will look like as a married couple. Read more

Planning

For more than 30 years, Marcy has helped clients make informed financial decisions. She takes the time to carefully discuss her clients’ tax, retirement and estate planning goals. Then she tailors an integrated plan that addresses their unique concer... Read more

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What has been the focus of OBA Bank for the past 150 years? Many changes have taken place since we first opened our doors in 1861. However, there are a few things that will always remain the same at OBA Bank, and that is our pledge to our customers. ... Read more

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Chesapeake Investment Advisors is a locally owned, independent advisory firm located in Chestertown, Maryland, and manages more than $39 million in assets for its clients. The owner, Martin Knight, is a Certified Financial Planner™ and has a Master’s... Read more

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Liz Dooner understands that your home may be your greatest investment, the keystone to financial security. “I enjoy helping buyers see a vision for their house and future,” Liz says. “And I want to help them secure the best deal—whether they are buyi... Read more

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Working with individuals and small businesses right here in Annapolis; helping them manage their accounting and tax needs efficiently and realize their potential. Read more

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Sherry Saucerman is a Financial Advisor with SunTrust Investment Services, Inc. She offers clients more than 15 years of investment management experience. Sherry has earned the professional designations of CERTIFIED FINANCIAL PLANNER™, Accredited Dom... Read more

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PNC Wealth Management® has arrived in downtown Annapolis, making it easier for clients and prospective clients to access a wide range of financial services. PNC Wealth Management, part of The PNC Financial Services Group, Inc (or PNC Bank, National A... Read more

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Numerous investment vehicle choices, complicated market data, and a stream of conflicting opinions can make sorting through financial decisions overwhelming and confusing. Read more

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When Bill Sohan moved from Manhattan to Maryland in 2001, little did he know that a job offer from a local friend would take his life in a brand new direction. Bill had always been passionate about helping people. Participating in local charitable gr... Read more

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For more than 20 years, Erin Gay and the Legacy Team have been designing strategies to help clients simplify their lives and feel confident about their financial future. They focus on proactive financial strategies designed to help their clients mana... Read more

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Using Hippocrates as inspiration, Middleton Gardiner Group has adopted their own variation of the Hippocratic Oath as part of their core philosophy: “To prescribe regimens for the good of our clients according to our ability and our judgment, attempt... Read more

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