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.
Recent Event: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like?
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
May 01, 2023
FDIC Insurance: How It Protects Your Cash & How to Increase Coverage
Are you concerned about bank failures? This article explains how FDIC insurance helps safeguard your money, and how you can potentially increase that coverage.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
The S&P 500 Starts the Year with Gains Despite Continued Uncertainty
The S&P 500 Starts the Year with Gains Despite Continued Uncertainty
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
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.