Financial Planning & Wealth Management in Annapolis, MD

Financial Advisor in Annapolis MD Serving Anne Arundel County

Welcome to Longevity Wealth Strategies, a Northern Virginia based financial advisory firm serving professionals and families in Annapolis MD and across Anne Arundel County.

We provide comprehensive financial planning, retirement planning, tax aware investment strategies, federal benefits guidance, and multi state tax planning for professionals navigating complex careers and long term financial decisions.

Our approach is designed to help you extend your Wealthspan, the length of time your wealth supports the life you want to live with confidence and flexibility.

Why Work With a Financial Advisor in Annapolis MD

Annapolis is home to a unique mix of federal employees, military officers, defense professionals, and business leaders. Careers here often involve federal benefits, military pensions, Maryland specific tax rules, and multi state income considerations.

Balancing these factors requires coordinated planning. Working with a financial advisor who understands Annapolis, its institutions, and Maryland’s regulatory environment helps ensure your financial strategy evolves alongside your career and family goals.

Our founder grew up in Annapolis and maintains deep roots in the community. That local connection informs how we advise clients and the issues we prioritize in planning.

Who We Serve in Annapolis and Anne Arundel County

We work with professionals throughout Annapolis and Anne Arundel County who have built successful careers and meaningful assets but need clarity and coordination.

Federal and Defense Professionals

We serve professionals working at organizations such as Fort Meade, the National Security Agency, the United States Naval Academy, and with defense contractors across the Washington metro area. Our planning integrates TSP, pensions, and federal benefits into one cohesive financial plan.

Military and Naval Officers

From active duty service members to retired officers, we help align military pensions, TSP assets, and civilian benefits to create seamless, tax efficient retirement income strategies.

Business Owners and Local Executives

We partner with leaders in professional services, maritime, and technology industries throughout Annapolis. Our focus is balancing business growth, liquidity planning, tax efficiency, and personal wealth so professional success translates into long term financial independence.

Our strategies are designed for high income households with meaningful assets, including real estate, retirement benefits, and complex tax exposure.

Financial Planning Focus Areas for Annapolis Residents

Federal Benefits and TSP Optimization

We help federal employees and contractors navigate FERS, TSP coordination, and federal health benefits, creating tax efficient strategies that maximize the value of a career in public service.

Maryland Estate Tax Planning

Maryland’s estate tax exemption is significantly lower than the federal exemption. We implement wealth transfer strategies designed to reduce Maryland estate tax exposure while preserving family legacy and flexibility.

Military Pension Integration

For military officers and retirees, we integrate military pensions with personal savings, TSP assets, and Social Security to create coordinated, tax efficient retirement income plans.

Multi State Tax Planning

Many Annapolis professionals work across state lines or are planning future relocations. We specialize in multi state tax strategies involving Maryland, DC, and Virginia to reduce overall tax burden while maintaining compliance.

Financial Advisor FAQs for Annapolis MD Residents

Do you work with clients in Annapolis MD?

Yes. We work with clients in Annapolis MD and throughout Anne Arundel County, including federal employees, military officers, business owners, and professionals with complex financial needs.

What services does a financial advisor in Annapolis typically provide?

A financial advisor in Annapolis typically provides financial planning, retirement planning, investment management, tax planning, federal benefits guidance, military retirement planning, and coordination of multiple income sources.

Do you specialize in working with federal employees and military professionals?

Yes. We have extensive experience working with federal employees, defense professionals, and military officers, integrating pensions, TSP assets, federal benefits, and tax strategy into one cohesive plan.

Do you help with Maryland estate tax and multi state tax planning?

Yes. We help Annapolis clients navigate Maryland estate tax rules and complex multi state tax considerations involving Maryland, DC, and Virginia.

Our Annapolis Connection and Approach

Growing up in Annapolis means more than knowing the streets and the waterfront. It means understanding the values, opportunities, and challenges that shape how local professionals think about money, career, and family.

Our advice is objective, transparent, and aligned solely with your goals. Every plan is designed to support long term independence, not just a retirement date.

Schedule a Complimentary Wealthspan Review™

If you are looking for a financial advisor serving Annapolis MD who understands federal careers, military service, and Maryland’s unique tax landscape, we invite you to schedule a complimentary Wealthspan Review™.

Let us help you bring clarity to your financial life and identify opportunities to strengthen your long term strategy.