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Alan Wheedleton

Here to act in your best interests

About me

I’ve been a financial planner for over two decades. I’m proudly dedicated to my clients, and I’m grateful that I can use my expertise to help them reach their investment and retirement goals. Outside of work, I’m usually outdoors hiking and fishing in the summer or cross country skiing in the winter with my wife and daughters. My financial motto is “Pay yourself first. Save before you spend.”


Registered Financial Consultant


Bachelor of Science, Salisbury University

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Baltimore I - Howard County MD

6031 University Boulevard
Suite 150
Ellicott City, MD 21043

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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 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 insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning