Worry Free Retirement Planning for Individuals Over Age 50

Save Time I Reduce Taxes I Invest Better

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Why Us?

Financial planning and investment advice from a Gaithersburg, MD Financial Advisor

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Fiduciary

We are legally required to act in your best interests.

Fee-Only

We don't take commissions.  Our sole source of revenue comes from you, the client.

Independent

We answer to our clients, not a board.

Success Stories

Early Retirement

After years of building wealth while working long hours at a pharmaceuticals company, Samantha is starting to feel burnt out. Early retirement feels possible but...

Almost Retired

John and Cindy have saved well and love spending time with their kids and grandkids. They are actively thinking of retirement but know there are steps they need to take first...

Already Retired

Mark has enjoyed the first two years of retirement, but with Rahel recently retired too there are no more paychecks rolling in. They wonder if they've planned correctly....

Services

Fee-only retirement planning and investment management for individuals over age 50

Meet the Team

All
Photo of Jim Stewart.

Jim Stewart

Principal
Photo of Matt Bacon.

Matt Bacon

Advisor

Passionate financial planner. Football fan. Texan. Powered by coffee.

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Morgan Tester

Advisor
Photo of Julie Stewart.

Julie Stewart

Photo of John Rotich.

John Rotich

Phillip Garrett