You might have an attorney, an accountant, a stockbroker and an insurance agent; but who is coordinating all of your financial affairs? Who works with you to help ensure that decisions made are aligned with your financial goals? In these volatile times, financial planning is no longer a do-it-yourself project. There has never been a time when there was a greater need for competent advice and compassionate planning services.
Phronesis Wealth Management is a fee-based financial services firm in Severna Park dedicated to providing hands-on financial advice, service, and support. Our Financial Second Opinion™ program is a comprehensive investment analysis tool that can help you work towards to pursuing your goals.
We want our clients to be as informed as possible, so our site is filled with educational videos, articles, presentations, and calculators. Please feel most welcome to send us a note, or schedule a complimentary introductory meeting regarding any questions you may have about your situation or any particular investment concepts or products.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Collaboration. Honesty. Integrity. We believe values matter, and we live by ours every day.
Our business is built on a foundation of thoughtful client relationships.