Financial Planning · White Marsh, MD
Financial planning for White Marsh families
Twelve minutes from The Avenue, without a single merge onto I-95. White Marsh families reach us faster than they reach most of their own errands.
White Marsh and Nottingham sit on the I-95 corridor, which fills the area with commuters, healthcare workers from the Franklin Square orbit, and federal employees heading toward APG, people with solid benefits packages and honest confusion about how the pieces fit together at retirement.
That's a lot of what we do here: turning a stack of TSP, pension, 401(k), and Social Security statements into one coherent income plan, and handling the special needs and eldercare curveballs that don't respect anyone's commute.
Getting to us from 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.
Maryland Financial Advocates · 9621 Harford Rd, Suite 1, Parkville, MD 21234 · Last updated August 6, 2026
What White Marsh families come to us for
Special Needs Planning→
Special Needs Financial Planning
Eldercare Planning→
paying for long-term care, Medicaid timing, protecting a parent's savings, and coordinating family decisions
Retirement Planning→
income strategy, Social Security timing, tax planning, and investment management from a CFP® professional
White Marsh questions, answered
Yes, they come through our door constantly given the corridor we sit on. Coordinating a TSP with a pension, survivor elections, and Social Security timing is standard fare in our planning engagements.
Start with a 15-minute call. It's complimentary.
Tell us what's on your plate. We'll tell you honestly whether we can help, and you'll know exactly what working together costs before you commit to anything.
Prefer the phone? Call 410-663-0700 and ask for Colin.