Who Are We

Planning Solutions Group is a financial planning firm that specializes in developing innovative concepts for wealth creation and preservation. PSG is comprised of 4 partners with over 80 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 top 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 Lincoln Financial Advisors Corp., a nationwide financial planning firm with over 3,000 representatives in hundreds of offices across the country. 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.

[ Return to Financial Planning ]