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About PSG

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About PSG

Planning Solutions Group is a financial planning firm that specializes in developing innovative concepts for wealth creation and preservation. PSG is comprised of 3 partners with over 60 years of combined industry experience, a team of associate planners, and a dedicated support staff which includes two attorneys who provide advanced estate and tax planning solutions, and a Chartered Financial Analyst (CFA) for the development of creative investment strategies.

We focus on the complex financial planning needs of business owners, executives, retirees, and affluent individuals. Planning Solutions Group is committed to providing exceptional service to our clients and offering comprehensive financial plans, asset management services, estate planning, business succession strategies, retirement, and investment planning.

PSG is affiliated with Triad Advisors, an entrepreneurial broker/dealer with over 450 advisors nationwide and servicing more than $10 billion in client assets. The office of Planning Solutions Group is located in the newly developed business district of Maple Lawn, Maryland – conveniently located midway between Baltimore and Washington, D.C.

Maryland Office
8161 Maple Lawn Blvd, Ste 400, Fulton, MD 20759
Phone: 301-543-6000 Toll Free: 888-740-3501

Virginia Office
2247 W. Great Neck Rd, Ste 201, Virginia Beach, VA 23451
Phone: 757-271-8824 Toll Free: 888-740-3501

© 2012–2016
Planning Solutions Group, LLC