Our Firm is Making Moves

Sharing Our Impact and Divergent Thinking With the Greater Community

We are focused on being active members of our local community, as well as being on the leading edge of thought and theory in the financial services industry. Our President, Sean McComber, CFP® CAP® is a member of the Howard County Estate Planning Council and the Planned Giving Advisory Board for The Walters Art Museum in Baltimore, and serves on the Human Services Grants Committee for the Community Foundation of Howard County. He holds a CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planning Board of Standards, as well as the Chartered Advisor in Philanthropy designation from The American College. He is an active and contributing member of the Financial Planning Association, and has been published, interviewed, and cited in many publications about financial planning and investment management strategies.

Wealth Planning

Our News, Events, and Accolades

Check back often to see how we’re changing the world.


Click to read about emergency reserves as an important part of any financial plan. More...


Click to read about the newly-emerging strategy of adding investment in Private Equity to your retirement account. More...


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When you’re ready to leverage our depth of experience in financial planning, experience in our proprietary investment strategies, community involvement, and thought leadership to help achieve your life’s ambition, please reach out for a complimentary and confidential initial financial consultation.

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