- About us
- SBA 8(a) Certification
- Financial Planning
- Book an appointment
Looking for a financial planner in Maryland? W2 Group financial planners are based in Upper Marlboro Maryland, however, by utilizing cloud-based financial planning technology we work with clients from anywhere in the US.
Our team of certified financial planners at The W2 Group has a record of success that can help you do the following:
• Build Your Wealth Portfolio
• Accumulate Effective Assets
• Plan Your Estate
• Map Your Life Stages (College, Marriage, Succession)
• Protect Your Assets During Retirement
Many financial planners work to sell products to clients. That’s the old way of doing business.
In this new era of millennial leadership, we go beyond the typical financial planning products that your parents may have used. Instead, we give you the insights and expertise to understand the best financial solutions for your lifestyle.
The W2 Group financial planners from Maryland will help you keep as much of your hard-earned money as possible so you can achieve all of your goals.
We offer premier services at a premium. You don’t have to worry about hidden fees. We tell you the game plan upfront so you can plan accordingly.
Our team of financial planners are located in Upper Marlboro, Maryland. Feel free to contact us and chat about your business needs.