Awards & Recognitions
Recognized by Baltimore Sun 4 Years in a Row
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
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.
News & Articles
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.
"Bruno and I wanted to send a note to thank you all for the exceptional way you've handled our portfolio this year and indeed for so many years. Your steady guidance, positive attitude, professionalism and consistently warm manner give us tremendous confidence and peace of mind. We truly appreciate the care and attention you bring to us and everything all of you do."
- Elena V.
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.