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. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan, with high-level service, that helps your valued employees achieve financial security.
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.
Special Olympics Maryland Inclusion Experience
Towson Partners, along with the Towson, Greenspring, Hunt Valley, and Bel Air offices, hosted and participated in a Bowling Tournament Fundraiser to benefit Special Olympics Maryland.
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.
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: 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.
Recent Event: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like?
Recent Event: Janney’s Mid-Year Market Update
What’s next for the economy and markets?
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
December 01, 2023
9 Considerations for 2023 Year-End Tax Planning
Find time for your financial health during your holiday plans by considering the year-end estate and tax planning strategies highlighted in this article.
November 14, 2023
9 Considerations for 2023 Year-End Tax Planning
In addition to the continued challenges brought on by inflation and rising prices, 2023 also saw new tax laws as well as anticipated changes in 2024 and beyond. This article examines what you should be aware of as you prepare for year-end tax planning.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Higher Interest Rates Weigh on Stocks in the Third Quarter
Higher Interest Rates Weigh on Stocks in the Third Quarter
A Pause in Rate Hikes, Falling Inflation, and a Resilient Economy Power Stocks Higher in the Second Quarter
A Pause in Rate Hikes, Falling Inflation, and a Resilient Economy Power Stocks Higher in the Second Quarter
The S&P 500 Starts the Year with Gains Despite Continued Uncertainty
The S&P 500 Starts the Year with Gains Despite Continued Uncertainty
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.