Wealth Management Services

Working together to help identify, articulate, and achieve your dreams

“How sad to see a father with money and no joy. The man studied economics, but never studied happiness.” - Jim Rohn

At TAM Financial, we believe wealth management should be focused on supporting your dreams—not simply acquiring assets. As a fee-only financial advisor, our goal is to give you the financial power to help you live your dreams with greater security and peace of mind. We work with each client to remove the emotion and stress so often associated with money management by taking the time to understand not only your financial opportunities and challenges, but also the quality of life you want to achieve with your assets.

For some, this may mean saving enough to ensure a secure retirement with the assurance that they won’t outlive their assets. For others, it may mean growing a business, providing support and education for children and grandchildren, or maintaining a particular lifestyle before and after retirement.

Whatever your dreams may be, we work with you to help identify and articulate your goals, and then put a plan in place that is designed specifically to help you get there. Every service we provide is custom-developed to meet your specific needs. We have no “standard” financial plan and no portfolio “buckets” based on generalized attributes. Instead, we look at your situation, your goals, and help determine your best path to success.

To ensure every aspect of your financial life is addressed with care, all of the services we provide are included in our quarterly flat fee. And while specific offerings may vary depending on your specific needs, our all-inclusive services are generally focused in the following areas:

About TAM Financial

Founded in 2004, TAM Financial Advisors, LLC, is an independent, fee-only financial planning and investment management firm located in Annapolis, MD.

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Blog

Our blog talks about current events that impact your financial reality and future prospects. We explain the implications of important headlines and answer.

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Client Center

At TAM Financial, we believe confidence in your wealth management plan includes regular communication and access to information.

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Contact Details

TAM Financial Advisors, LLC
1441 Pleasant Lake Road
Annapolis, MD 21409
Phone: 410-349-4484
Fax: 410-349-4480
Website: www.tamfinancial.net
Email: info@tamfinancial.net

Disclosures

All information contained herein is for informational purposes only and does not constitute a solicitation or offer to provide financial advice or investment advisory services. Such an offer can only be made in the states of Maryland, Virginia and DC where we are registered as an investment advisor. Read more >

Account Access

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