The Phronesis Wealth Management Approach
OUR PHILOSOPHY
We believe in comprehensive financial planning at Phronesis Wealth Management. For us at Phronesis, it's about dedication, and always putting the client first.
PUTTING STRUCTURE AROUND THE COMMON CHALLENGES OUR CLIENTS FACE.
When you choose to work with our wealth management team, we will take the time to get to know you, your family, your desires and your goals. Our mission is to listen to the concerns you are facing, identify strategies to help you overcome those challenges, and implement a comprehensive financial plan seeking to solve each of the issues.
Lifetime Income Model™
The Legacy Discussion™
Family Focused Office
The Financial Second Opinion™
Plan for Financial Comfort™
The Integrated 401(k)™
The Integrated Business Alliance™
No strategy assures success or protects against loss.
This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.
Learn More About Phronesis Wealth Management in Severna Park
If you are in research mode and are not quite ready to commit to a financial advisor; we offer a brief, no-obligation, 15-minute introductory meeting with Richard Osman.
Use our online scheduler to request a phone or Zoom meeting at a day and time of your convenience.
However, if you are ready to move forward, please call us at 410-647-6762 to schedule a more detailed, complimentary consultation in our office.