Broker Check

Premier Planning Group

Premier Planning Group

Registered Representative


In this constantly shifting economy, customers and institutional investors are increasingly in need of custom-tailored financial plans to help them meet their specific goals and needs. Our firm is committed to developing targeted solutions by mitigating risk and implementing strategies to reduce your financial exposure, and to implement them competently, responsibly and with confidence. It is our policy to provide independent and sound investment advice whatever your financial situation. We Guide, You Decide

We strive to empower our clients to make informed decisions through education, communication, and service that exceeds their expectations. When it comes to your investments, trust is important. That is why we place particular value on personal relationships with our customers. We view ourselves as your expert partner in all things financial, and will help you develop and implement a plan based on your needs.

Our reputation in Annapolis speaks for itself. We've been a part of the community for over a decade. We love this business and we strive to do what we are passionate about. We want to help our clients do the same. We understand that success can be defined in a variety of ways, so our approach to planning is custom tailored to fit your own unique financial visions and goals.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you.

Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."

Thank you! Oops!