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Apprise is located in Phoenix, MD about 20 miles north of Baltimore. Apprise serves local clients face-to-face and also works with people virtually.

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We welcome your questions regarding financial planning and investment management.

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At Apprise, we believe it is an honor to work with clients and help them plan for and manage their financial future. We believe in stewardship of wealth and fully embrace our duty to always put our clients’ interests ahead of our own.

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Beneficiary Designation Checklist

Naming a beneficiary to your account is a simple, effective, and flexible way to keep your assets out of probate after death. Use this checklist to make sure your accounts have correctly designated beneficiaries.

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Beneficiary Designations