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Welcome to

Financial 1 Wealth

Our priority is helping you take care of yourself and your family.

Schedule Your complimentary Strategy Session

We work with individuals and families who have worked a lifetime and are concerned about the possibility of running out of money during retirement and who fear taxes and costs will negatively impact their legacy to loved ones or charities.

Schedule an appointment

We have offices in the DC-Baltimore area in Maryland, and in the Miami Metro area in Florida.

Watch Founder's Video

Listen to this podcast: Essential Estate Planning Tips


Helping Preserve Your Wealth 


  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance


  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Let's Discuss!

Call 410-908-9293

As seen in

Kiplinger Feature of Financial 1

Work with our team of financial professionals to help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

Learn more about Financial 1

Create One Complete Roadmap

At Financial 1 Wealth we understand you may experience the same anxiety, which is why our top priority is to help preserve your wealth. In addition to providing you with investment and tax strategies we will coordinate all areas of your financial life from analyzing your insurance coverage to assisting with estate and trust needs. This collaborative approach insures that each party is working in harmony with the other to create one complete roadmap.

We believe managing all of the moving pieces reduces stress and can help you create a clear vision for your future.

Talk to Our Team

Watch Our Videos | Tips and Strategies:

Apple Stock Example Video

Offsetting Stock Gains for Taxes

Inheritance Stretch Video

Inheritance and Your Legacy

Charitable Contributions Video

Charitable Contributions

Help us cater to your needs with utmost precision

Take a brief, 13-question risk assessment questionnaire

Get Started