[email protected]

410.740.0220 Phone
410.715.9682 Fax

Office Location:
8850 Columbia 100 Parkway
Suite 204
Columbia, MD 21045


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Press Inquiries

In addition to Gary Williams being named a 2011, 2012, 2013, 2014, 2015, 2016, 2017 and 2018 Five Star Wealth Manager in Baltimore Magazine,1 our firm has received a number of industry accolades from the Baltimore Business Journal, as well as being recognized for philanthropic excellence at the 11th annual Invest in Others awards. Our professionals are frequently sought out for their insights on investment markets and financial planning trends. Read More About Us in the Press >

For interview and commentary inquiries, please contact [email protected].

1 Five Star Award is based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,093 Baltimore wealth managers were considered for the award; 355 (33 percent of candidates) were named 2017 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit