Today, we have a diverse client base that includes wealthy individuals, families, foundations, endowments, trusts, and corporate retirement plans. We proudly serve clients in the Baltimore community, and throughout the country.
We are owned by the partners of the firm. Thus, we are free from the conflicts that arise when a corporate firm needs to serve the interests of its shareholders ahead of those of its clients.
Managing Director and Partner Leo Kelly has received national recognition from a number of leading publications and industry trade groups as one of the most successful advisors in America. His industry honors include Barron’s “Top 100 Independent Financial Advisors” (2014-2016), Barron’s “Top 1200 Advisors by State” (2009-2016), as well as recognition from publications such as The Financial Times and Institutional Investor. Leo was also named a Finalist in the Maryland Region for Ernest & Young’s Entrepreneur of the Year award (2015).