We are a fee-based financial planning practice located in Maple Lawn, MD. Our holistic planning process, The Family Wealth ContinuumTM, is one of the most robust planning processes in the industry and centered on true planning. As a firm we focus on wealth management, asset management, estate preservation planning, business planning, and retirement plan consulting. Our clients are among the area’s... most prestigious professionals and organizations. Our team is cohesive, fast paced and professional. Together, we provide our clients with an extraordinarily high level of service.