Financial Advisors for Now and the Future.

About Us

Since 1996, our financial advisors in Hagerstown have been helping people find their way financially. We proudly serve Washington and Frederick counties, the Tristate area including West Virginia and Pennsylvania, the Baltimore-Washington metro area, and northern Virginia.

Our financial advisors often work with people who are frustrated because they don’t know if their money is working as hard as they do. They are not sure if they can achieve their dreams and feel that finances are taking more time and attention than they care to give.

We believe in living a balanced and fulfilled life, and money should help you live your dreams now and in the future. We can help you create an effective game plan, provide advice in a common language, and do so with straightforward fees.

With specialization in comprehensive wealth management, business liquidity strategies and SBA financing, our Hagerstown financial advisors have a passion for helping you clarify and plan for your financial dreams.

WE BELIEVE MONEY CAN BE USED TO PROVIDE FREEDOM TO FOCUS ON THE THINGS MOST IMPORTANT IN YOUR LIFE NOW AND IN THE FUTURE, AND IT DOESN’T HAVE TO BE COMPLICATED.

Comprehensive Wealth Management

Specialized Financial Planning for Business Owners

Trust and Family Services

Resources

The Sustainable Edge – by Ron Carson and Scott Ford – New York Times Bestseller

Achieving the “Sustainable Edge” is not solely about creating a business where you can fulfill your passions. It also means having time for the three or four other things in your life you are passionate about. By narrowing your focus to just a few passions, you will enjoy your life more than if you try to pursue twenty passions at once. We will help you do that through the ideas and lessons taught in this book. Order your copy:

Amazon Barnes & Noble

Financial Jiu-Jitsu: A Fighter’s Guide to Conquering Your Finances – by Scott Ford

Learning Jiu-Jitsu taught Scott Ford to face both personal and professional challenges head on – to anticipate problems, to be open to new ideas, and to seize opportunities. In Financial Jiu-Jitsu, he teaches you how to use the guiding principles of finance to build a solid financial foundation you can leverage to help you achieve your long-term financial goals while building lasting wealth for you and your family.

Amazon Barnes & Noble

The Widow’s Wealth Map: Six Steps to Beginning Again – by Scott Ford

This compassionate look at a unique and difficult kind of financial planning lays out a simple plan for putting your financial world back together after loss. Scott lays out a step-by-step program for managing wealth and making sense of a new chapter in life.
Amazon

HOW FAR ARE YOU From Being Ready for Retirement?

Find Out Now

Our Advisors

Scott Ford

RFC
Managing Director, Partner & Wealth Advisor

Scott Toms

CIMA®
Senior Wealth Advisor

John Saunders II

Senior Wealth Advisor

Bonnie Bailey

CFP®
Advisor Resource Manager

Primary Service Areas:
We proudly serve Washington and Frederick counties, the Tristate area including West Virginia and Pennsylvania, the Baltimore-Washington metro area, and northern Virginia, including Fairfax, Alexandria, Richmond, Charlottesville, Washington DC, Reston, Centreville, Manassas, Winchester, Harrisonburg, Chesapeake, Warrenton, Front Royal, Baltimore, Rockville, Annapolis, Frederick, Towson, Hagerstown, Annandale, Morgantown, and Cumberland.