Areas We Serve
Around the corner, and around the country
Home base is Harford Road in Parkville, and most of our in-person clients come from the Baltimore metro. But most planning meetings happen over video, so we work with families in the 12 states where we're registered. Our farthest client is in Bellingham, Washington.
Baltimore metro
Parkville→
Find us between Taylor Avenue and Putty Hill Avenue, a few minutes from Double Rock Park. In-person meetings happen here; video works too when getting to us is the hard part.
Towson→
We're about 15 minutes east of downtown Towson via Joppa Road or the Beltway. Many Towson clients start on video and visit Parkville once a year for the full review.
Perry Hall→
From the Perry Hall Boulevard corridor, we're about ten minutes southwest on Belair or Joppa Road. Close enough that in-person meetings are the default if you want them.
White Marsh→
We're roughly 12 minutes from White Marsh Mall via Honeygo Boulevard and Joppa Road. Video first if you prefer; the Parkville office when you want a table.
Bel Air→
We're about 25 minutes from downtown Bel Air via US-1 or I-95 to MD-152. Plenty of Harford County clients alternate video meetings with an annual Parkville visit.
Lutherville-Timonium→
Roughly 20 minutes from Timonium via the Beltway or Padonia Road. The fairgrounds make a decent halfway landmark; video makes the drive optional.
Hunt Valley→
About 25 minutes from Hunt Valley Towne Centre via I-83 and the Beltway, or Shawan to York Road if you like the scenic version. Video covers the Tuesdays you can't spare an hour.
Cockeysville→
Around 22 minutes from Cockeysville via York Road or I-83 to the Beltway. Many clients here run video for routine meetings and save the drive for the annual review.
Abingdon→
About 25 minutes from Abingdon via I-95 or US-1. We know the Route 24 rush and schedule around it.
Baltimore→
The office sits just over the city line on Harford Road in Parkville, about 20 minutes from downtown and 10 from Hamilton. Street-easy parking, no garage validation rituals.
Registered in 12 states
Securities rules mean we may only discuss and transact business with residents of the states where we're registered: MD, VA, PA, FL, DE, WA, TX, GA, MA, NC, OR, and WV. For special needs families outside Maryland, we keep state-specific guides, including each state's ABLE program:
Distance has never been the hard part.
The complimentary call happens by phone or video either way. Grab a time and let's hear what's on your plate.
Prefer the phone? Call 410-663-0700 and ask for Colin.