As an independent, open-architecture firm, PSG has access to state-of-the-art financial planning and asset management software and we actively participate in the latest social marketing technology to position our firm as a frontrunner in the industry. We specialize in developing strategies in asset management, risk management, estate planning, business succession, charitable/philanthropic planning, and generational wealth education, planning, and management. Our experienced team of professionals includes the expertise of CFPs, JDs, MBAs, CRPCs, CFA, and CLU. The three partners of PSG have over 60 years of combined industry experience in advanced planning design strategies and business development. As such, we offer comprehensive, sophisticated planning strategies and provide superior service to ensure the future success of the advisor, their clients, and their families.
8161 Maple Lawn Blvd, Ste 400, Fulton, MD 20759
Phone: 301-543-6000 Toll Free: 888-740-3501
2247 W. Great Neck Rd, Ste 201, Virginia Beach, VA 23451
Phone: 757-271-8824 Toll Free: 888-740-3501
Planning Solutions Group, LLC