About the Fulton Team

Using a team-based approach, we believe the needs of our clients are better met when we draw on the strengths and experiences of several professionals, rather than one individual advisor. We offer a comprehensive approach to meet our clients’ needs in financial planning, tax strategy, investment management, risk management, estate planning, and retirement income planning. We strive to exceed expectations with high-touch, personal service, and we’re uniquely positioned to help business owners with business succession planning and employee retirement plan consulting. 

Resources from our team

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Blog

Choosing a target date fund? Discover 3 key factors to consider—glide path strategy, fees, and risk tolerance—to align your investment with your retirement goals.

Blog

Received an inheritance? Discover five smart strategies to preserve, grow, and make the most of your windfall—avoid common pitfalls and build a lasting financial legacy.

Blog

Unlock timeless investing insights from Warren Buffett—learn five key principles to build long-term wealth, avoid common pitfalls, and make smarter financial decisions with guidance from the Oracle of Omaha.

Blog

For many Americans, Social Security is a crucial component of retirement. The problem, however, is that there is a lot that people don't know about Social Security and a lot of inaccurate information about it.

Blog

Let’s say you work for the federal government. You are 52 years old and have 24 years of experience as a federal employee—not an uncommon situation. Before your world changed a few weeks ago, your plan likely would have been making it to minimum retirement age & 30 for the holy grail of federal retirement—the immediate retirement.

Team locations

Fulton, MD
8161 Maple Lawn Blvd, Fulton, Maryland, 20759

Your complimentary consultation

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Begin crafting a comprehensive financial plan

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Barron’s - Top Mega RIA Firms 2024

Forbes - Top RIA Firms 2024

USA Today - Best Financial Advisory Firms 2025

CERTIFIED FINANCIAL PLANNERS (CFP®)

CERTIFIED PUBLIC ACCOUNTANTS (CPA)

JURIS DOCTOR (JD)

LOCAL OFFICES

USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24.