Financial Planning

Apprise Wealth Management offers broad-based and consultative financial planning services on a fee-only basis. The financial planning process helps you understand where you are financially today. It also helps you become more informed about what your future can look like as well as how you can get there. Our process starts with an initial review of your current financial situation and discussions to help us understand what matters most to you. Then we create a detailed blueprint showing how you can achieve your future goals and objectives.

Our planning services may encompass one or more of the following areas: Investment Planning, Retirement Planning, Wealth Creation, Budget Analysis, and Mortgage/Debt Analysis. We will refer clients to an accountant, attorney, or other professional as necessary for non-advisory related services.

At Apprise Wealth Management, we take pride in being a trusted financial partner, especially for female-led households. Our mission is to enhance our clients’ financial lives as well as their understanding of financial concepts. We strive to deliver you with the holistic, customized guidance you deserve based on a foundation of trust and transparency. We strive to align people’s capital with what’s truly important. 

Why Choose Us


Our approach to wealth management helps clients align their capital with what matters most to them.

It is through detailed financial conversations encompassing all aspects of our clients’ lives that we empower people to make informed decisions.


As fiduciaries, we give you guidance you can trust, and we care about your financial life. We provide advice that uses simple language to explain complex topics, helping to foster financial literacy. Our feeling is that the quality of our advice is based on the depth of the relationships we build with each client. We are committed to helping you meet your financial goals.


We do our best to avoid elevating stress levels. Therefore, you will never see a market barometer or breaking news on this site – that is simply more noise.

At Apprise, we understand that short-term tactics can be important but they must be executed based upon wise strategic decisions rather than best-guess predictions.    

Pathway to Informed Success

Pathway to Informed Success

14840 Hunting Way Phoenix, MD 21131

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We welcome your questions regarding financial planning and investment management.

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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