Awards & Recognitions
CFA_BOB_4years

Recognized by Baltimore Sun 4 Years in a Row

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One Advisor Twice the Advice™

We believe in our proven process so much…we named it! OATA means that our team provides fee-only fiduciary advisors who believe your financial plan should be complemented with tax-saving strategies. We believe our clients should benefit from having one advisor that protects both sides of their financial well-being. Our proven process ensures you have tax savings strategies that align with your financial & investment plans.

Who We Help

Families
Retirees
Pre-Retirees
Your Professionals
Healthcare Workers
Engineers
Executives
Business Owners
Federal Gov't Employees
Surviving Spouses
Divorce
Aiming to help you succeed

CFA Portfolio Dashboard

Work with Tom & his team and ENGAGE in a broader and deeper level of engagement, considering all factors across your lifetime. Your client dashboard provides INSIGHT into your plan & investments and is available 24/7.

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Talk to our team directly.

We believe the best relationships are built on personal attention and old-fashioned service. When you call us, you’ll reach our team directly—no assistants, no customer service reps, and no call centers.

"The proof of a good company is how far you trust them in regard to your own financial matters, and I trust Tom and his company implicitly."

- Vanessa T.

The testimonial above was not compensated and is the opinions of specific clients. The opinions stated may not be representative of all client opinions or experiences.