Investment, Service & Equity
Baltimore’s economy thrives when capital & equity remain in the city.
We’re committed to investing $0.10 from every $1.00 we earn back into Baltimore.
From supporting local businesses and shops to sponsoring community events,
scholarships, and impactful projects, our goal is to help Baltimore thrive and grow.
Professional financial guidance should be accessible to everyone.
Ways we’re prioritizing Baltimore’s wellbeing:
We’ve eliminated account minimums for Baltimore City residents.
We offer free consultations, budgeting assistance, and general financial advice.
Free contract, loan, student loan, or insurance document reviews and advising.
Referrals to outside agencies and non-profits to connect people in need with help.
We’re a resource for our community, empowering individuals and families to take control of their financial future.
Baltimore City thrives when more people are involved.
Clients who are Baltimore City residents are given a pooled vote during annual board meetings.
We’re hiring, training, and mentoring the next generation of financial advisors from Baltimore.
