240-490-2255
kyle.reise@lpl.com

OUR COMPANY

We provide financial services for our clients by conducting meetings and reviews over live meeting technology, secure email and/or over the phone.

Over the years we have developed relationships with clients in many different states.  Initially it was surprising to hear from clients that they preferred to do business over the phone and email.  Technological advances continued to improve the way in which business can be done.  By 2016, more and more clients preferred virtual meetings as it saves travel time and allows you to have a meeting wherever you want.  That is when the decision was made to go independent through LPL Financial and the rest is history!  

Our Commitment

We offer advisory investment management programs with initial investment amounts as low as $10,000 (some programs have higher minimums).  Whether you are experienced in the world of financial matters or are just starting to build your portfolio, we can help you every step of the way.  

Our Principle

Even if you have an MBA in business, financial matters can be daunting. In addition to managing and growing your money, our experienced staff aims to provide a continued education that will strengthen our working relationship.