Financial Planning

Apprise Wealth Management offers broad-based and consultative financial planning services on a fee-only basis. Financial planning is a process that helps you figure out where you are financially today and where you want to be in the future. It also helps you determine the best way to get there. With Apprise Wealth Management, the process involves an initial review of your current financial situation followed by the creation of a detailed blueprint for how to achieve 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. Our mission is to enhance our clients’ financial lives as well as their understanding of financial concepts. Guidance, custom-tailored to your needs, is delivered on a foundation of trust and transparency.

Why Choose Us

INTEGRATED APPROACH

Our approach to wealth management helps clients strive to maximize their wealth and spend more time enjoying the achievements of their life and work.

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

ACCOUNTABILITY

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.

PEACE OF MIND

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 an Informed Retirement

Pathway to an Informed Retirement
1 443 690-5240

14840 Hunting Way Phoenix, MD 2113

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Have a Question?

We welcome your questions regarding financial planning and investment management.