Get the financial planning support you need from a dedicated team of licensed professionals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Schedule a meeting today with one of our financial professionals and get the support you need. We look forward to working with you.

We work with you to understand your unique financial situation and develop a personalized plan to achieve your goals.

What We Do

Guide Your Finances

Take control of your financial future with our comprehensive financial planning services, unique to you and your situation.

Protect. Grow. Thrive.

Wealth management is more than investing. We consider your unique financial goals to grow and protect your assets.

Simplify Your Taxes

We provide tax planning services that can help you save money and reach your financial goals with confidence.

A Lasting Legacy

Safeguard your legacy with estate planning services and tax considerations provided by our professionals.

Retain & Reward

We offer services for small and large companies looking to establish or optimize their employee retirement plans.

Plan & Protect

Gain a comprehensive approach to insurance planning and make informed decisions for your future.


We may have our headquarters in Annapolis Maryland, but our team of experienced financial advisors will work with you virtually and nationwide to delve deep into your financial history and your future goals. From there, we'll create a custom plans to get you started, and we'll guide you each and every step of the way.

We offer individuals financial strategies to suit you and your unique situation, helping you to reach your financial goals with confidence.
Memberships & Affiliations

Our Team

Matthew Costa, CPA, CFP®, MAcc
Managing Partner, Senior Wealth Advisor
Alexi Halavazis
Wealth Advisor, Chief Compliance Officer
Joseph Hill, CPA, CFP®
Partner, Senior Wealth Advisor
Taylor Lewis-Costa
Director of Communications
Graham Mull, CFP®, MBA
Director of Qualified Plans, Wealth Advisor
Philip H Weiss, CFA, CPA
Senior Portfolio Manager

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