Maryland Premier Financial Concierge Services

No longer do you have to work with 5 different companies to help you manage your financial affairs.
At The W2 Group, you can collaborate with a team of educated & experienced millennial professionals who can position you for financial success while you do the things you love. It’s like having a personal CFO at your disposal while creating more income and generating additional assets.

Your time is valuable and it shouldn’t be wasted trying to pay all your bills on time, maximize your tax refunds, and ensure all of your insurance policies are up-to-date. The dedicated team of Maryland financial planners & CPAs at the W2 Group provide a robust list of solutions to help you smoothly manage your financial life.

Ready to maximize your time? Let The W2 Group manage your paperwork, portfolio, and profits so you can get more time back in your day.

Call us today!

Total Financial Management Under One Roof

The dedicated team of millennial professionals at The W2 Group has over 25 years of combined financial planning, consulting, bookkeeping, tax, money, portfolio, investing, and advisory experience.

This is your one-stop shop for financial success. With high performance reviews and excellent service ratings, The W2 Group can provide you with the following services:

  • Bill payment
  • Cash management
  • Tax advisory
  • Divorce planning
  • QuickBooks setup
  • Income tax preparation
  • Estate planning
  • Balance sheet analysis
  • Portfolio management
  • Insurance
  • And much more!

Call The W2 Group for premier financial concierge services that can be customized to meet your lifestyle demands.

Get in touch today!

Security, Satisfaction, & Success Is One Call Away

The most rewarding benefit of sound financial management is not in the numbers on the income state or balance sheet, but in the life that you’re able to create when you’re not bogged down with financial uncertainties.

No matter what your financial needs may be, the Maryland financial planners & CPAs at The W2 Group can lead you in the right direction.

When you work with us, you gain the benefit of subscription-based services that provide you with the luxury of obtaining on-demand guidance.


The W2 Group has plenty of answers based on our 25 years of combined experience, expertise, and education. All calls and inquiries will be responded to within 48 hours.

When you work with your Maryland financial planners at The W2 Group, you’ll have a certified expert with Fiduciary Standards to manage and assist in developing a flourishing financial future. We don’t just focus on budgeting; we’ll help you with investment management and provide consulting for your entrepreneurial pursuits.

Are you ready to take the next step?

Give The W2 Group a call today to learn more about our services and how we can help you achieve a balanced life.

Contact our financial planners today!

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