Our Team
The Towson Partners Wealth Management team's mission is to help our clients and their families achieve financial peace of mind. We are committed to providing excellent service to each of our clients. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies and knowledgeable insights for your employer-sponsored retirement plan.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to provide a personalized plan designed to meet your needs.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Helping Other First Responders
Towson Partners, along with the entire Towson office, also provided meals to a number of other people serving on the front lines.
Sheppard Pratt
Towson Partners, along with the entire Towson office, donated lunch to local hospital, Sheppard Pratt.
Baltimore County Fire Dept
Towson Partners, along with the entire Towson office, donated meals to the local Fire Department during the COVID-19 Pandemic.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Life Happens
Meg Muldoon presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.
Recent Event: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Up Next: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like? Let’s find out!
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
March 14, 2023
5 Common Investment Tax Filing Errors
As you file for your 2022 taxes, keep in mind the more common tax filing errors highlighted in this article, along with things you can do to avoid them.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Surging Inflation and Interest Rates Pressured Both Stocks and Bonds in 2022
Surging Inflation and Interest Rates Pressured Both Stocks and Bonds in 2022
Higher Inflation, Fed Rate Hikes and Geopolitical Risks Weigh on Stocks and Bonds in the 3rd Quarter
Higher Inflation, Fed Rate Hikes and Geopolitical Risks Weigh on Stocks and Bonds in the 3rd Quarter
What to Consider When Buying or Selling a Home in a Rising Mortgage Interest Rate Environment
If you are buying or selling a home when mortgage interest rates are rising, there are important considerations to keep in mind that impact affordability and other factors.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.