Financial planning in Baltimore, MD
Parks Wealth Partners works with families approaching retirement and business owners in Baltimore and the surrounding Baltimore City area.
For Baltimore professionals and closely held business owners, a generic portfolio does not answer the decisions created by employer benefits, uneven business income, succession, charitable goals, and Maryland-specific estate coordination.
We coordinate the financial plan with your CPA and attorney where decisions cross tax, legal, business, or estate boundaries. Those professionals give the tax and legal advice.
Common starting points
- Hospital, university, and non-profit benefits, including 403(b) and 457 coordination
- Contractors and trades: uneven income, and retirement plans built for it
- Maryland estate and inheritance tax exposure for family-owned businesses
- Charitable giving structured for the deduction as well as the cause
The right answer depends on your complete facts and on professional tax and legal advice.
Areas We Serve
Subject to state registration and firm approval.
Baltimore, Towson, Lutherville, Catonsville, Ellicott City, and the surrounding Baltimore City area. Video meetings are available where Jon is registered. Please confirm in-person availability with him directly.
Questions about working together in Baltimore
Does Parks Wealth Partners work with clients in Baltimore?
Is Jon registered in Maryland?
How are services paid for?
Schedule a 30-minute call
No documents and no obligation. We'll tell you directly whether the situation is a fit.