Broker Check

You Are Part of The Team

Client Centered, Solution Driven

Client Centered, Solution Driven

Our business is built on a foundation of thoughtful client relationships. We have access to an abundance of independent market research and analysis, different strategists and portfolio managers, as well as a network of specialized professionals that we can bring on to assist our clients. This gives us the ability to be objective and choose the solutions that work for you no matter how complex your situation. Every client is different and we partner with you to understand your needs and help you navigate through any economic landscape. You are the most important team member!

Our resources allow us to build a team around you as the key player. You are the CEO of this relationship and we are your advisors. 

Marcel Santos, CFP®

Wealth Advisor

(240) 406-9790

Marcel is a CERTIFIED FINANCIAL PLANNER™ and currently lives in MD with his wife and golden retriever puppy. He enjoys staying active through sports, traveling, and spending quality time with their friends and family. 

Read more

Samuel Bair

Wealth Manager and Investment Advisor

Sam grew up in Alexandria, VA and began his career as an Investment Advisor after receiving his undergraduate from the Longwood University. He has 15 years of experience in working with retirees creating retirement distribution...
Read more

Lucas De Bem

Tax Preparer

(240) 760-8851

Lucas is a licensed tax preparer who runs his own Tax and Accounting Business. He specializes in income tax preparation and managing small businesses with their bookkeeping. Their goal every year is to navigate the existing...

Read more