Wealth Management Partners, LLC was founded in 2005 as an independent financial planning firm. What does this mean to you? It means we are free to make recommendations that are in your interest.
We affiliate with a broker dealer as opposed to operating as a “fee only” firm because we have access to a broader array of solutions. The broker dealer relationship also offers more regulatory oversight providing added protection to you and us. The broker dealer is the client’s first line of defense against bad advice. For us, the oversight better allows us to stay in regulatory compliance.
We proudly serve individuals, families and businesses in Southern Maryland and across the country.
Every year we host educational and fun client events. Events deepen our client relationships and reduce poor decision making by providing timely market, economic and personal financial planning information.
We believe a team approach is the best way for you to make decisions in the best interest of you and your family. We will work with your tax or legal professionals or we can provide local referrals.