About TAM Financial
About TAM Financial
Founded in 2004, TAM Financial Advisors, is an independent, fee-only financial planning and investment management firm located in Annapolis, MD. We provide personalized wealth management services to successful individuals, families, and small-business owners—including personal financial consulting, private portfolio management, goals-based retirement planning, tax efficiency and mitigation, and small-business financial consulting—with the goal of helping our clients leverage their assets to achieve a higher quality of life—however they define it.
