Financial Planning & Wealth Management in Annapolis, MD

Tailored for Professionals Looking to Extend Their Wealthspan

Welcome to Longevity Wealth Strategies, your trusted financial planner in Annapolis, Maryland, serving professionals across Anne Arundel County and the surrounding region.

Our founder grew up in Annapolis and still maintains deep roots in the community. That connection gives us unique insight into the financial realities faced by local professionals, business owners, and federal employees.

We understand what it means to build a successful career in Maryland’s capital, balancing complex federal benefits, Maryland’s estate tax rules, and multi state income considerations while trying to create a confident and tax efficient retirement.

At Longevity Wealth Strategies, our mission is simple. We help you extend your Wealthspan™, the length of time your wealth supports the life you want to live.

Who We Serve: Annapolis & Anne Arundel County Professionals

Federal and Defense Professionals

We serve those working at Fort Meade, the NSA, the U.S. Naval Academy, and with defense contractors throughout Anne Arundel County and the Washington metro area. We help integrate TSP, pensions, and federal benefits into one cohesive 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 a seamless, tax efficient retirement strategy.

Business Owners and Local Executives

We partner with leaders in professional services, maritime, and technology industries throughout Annapolis to balance business success with personal wealth goals. Our goal is to protect both and help them grow together.Financial Focus Areas for Annapolis Residents

1. Federal Benefits & TSP Optimization

FERS, TSP & Federal Health Benefits Strategies

We help federal employees and contractors navigate TSP, pension coordination, and federal benefits, creating tax-efficient strategies that maximize your career of public service.

2. Maryland Estate Tax Planning

Legacy Protection & Wealth Transfer

Maryland's estate tax exemption ($5 million) is significantly lower than the federal exemption. We implement wealth transfer strategies that minimize Maryland estate tax exposure while preserving your family's legacy.

3. Military Pension Integration

Coordinating Multiple Retirement Income Sources

For military officers and retirees, we integrate military pensions with personal savings, TSP, and Social Security to create comprehensive, tax-efficient retirement income strategies.

4. Multi-State Tax Planning

Managing Maryland, DC & Virginia Complexity

Many Annapolis professionals work across state lines or are considering retirement relocations. We specialize in multi-state tax strategies that reduce your overall tax burden while maintaining compliance.

Our Annapolis Connection & 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 and family.

At Longevity Wealth Strategies, we provide objective, transparent guidance that always puts your goals first.

Schedule Your Complimentary Wealthspan Review™

Take control of your finances with advisors who understand Annapolis, its federal workforce, military community, and unique Maryland tax considerations.

Let's show you what your next financial breakthrough could look like.