Awards & Recognitions

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
Young 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.

Maryland Municipal Bonds

The Hidden Gem in Your Investment Strategy

Now is the perfect time to invest in Maryland municipal bonds and potentially boost your portfolio's performance and tax-free income. With a favorable interest rate environment upon us, don't let this opportunity slip away. Take the first step towards optimizing your investment strategy.

  • How to potentially increase your tax-equivalent yield to over 8%
  • Why Maryland's AAA bond rating surpasses even the federal government
  • Strategies to capitalize on the current interest rate environment
  • How to tailor your bond portfolio for maximum tax efficiency
  • Expert insights on navigating the upcoming tax landscape

"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.