Brad

Hartzel

CFP®, CWS®

picture of a planner

Here to act in your best interests

About me

Being a financial planner gives me the opportunity to help steer my clients down the right path as they pursue their financial goals, like saving for their family home, investing for college tuition and preparing for a secure retirement. Outside of work, I’m usually doing one of three things: spending time with my kids, enjoying the outdoors, or cheering on the Ravens.

Certifications

CERTIFIED FINANCIAL PLANNER™

Certified Wealth Strategist®

Education

Bachelor of Arts, Business Management - Washington College

Visit one of our Locations

Baltimore I - Howard County MD

6031 University Boulevard

Suite 150

Ellicott City, MD 21043

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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