
Ggm Wealth Advisors
Get Full AccessDescription
- GGM Wealth Advisors (Grant/GrossMendelsohn, LLC) is an independent registered investment advisory firm with offices in Baltimore, Maryland and Fairfax, Virginia. As a fee-only (not commissioned) advisor to high net worth individual and institutional clients, we prioritize your best interests with conflict-free analysis and decision making capability.We maintain long-term relationships with you, based on mutual respect, a structured and disciplined process, personal communication, and performance. We are proud of the fact that most new clients are referred either by existing clients, or attorneys and CPAs. We work diligently to build their confidence and trust, and invite you to experience the personalized attention that is unique to GGM Wealth Advisors.GGM Wealth Advisors philosophy of providing comprehensive financial services reaches a step beyond customized portfolio management. Through its affiliation with Gross, Mendelsohn & Associates, P.A., a regional CPA and management advisory firm, GGM is able to provide you with comprehensive, integrated financial services including tax and cash flow planning, as well as education, retirement, and estate planning.We are fortunate to work closely with friendly, caring, and intelligent clients whom we truly enjoy spending time with. Our clients are teachers, physicians, lawyers, entrepreneurs, scientists, and people from all walks of life. Our clients desire a relationship with a financial advisor that can help them manage their financial lives so that they may devote more of their time to personal pursuits.We firmly believe in the importance of working together to build rewarding relationships and working closely with our clients enables us to help them achieve and maintain their desired lifestyle. We specialize in helping our clients navigate complex financial markets focusing on strategies designed to help minimize risk while pursuing a rate of return sufficient to work towards individual goals.
-
Headquarters:1801 Porter Street Suite 500, Baltimore, Maryland, United States
More -
Phone Number: +1 410-685-9685
-
Website: https://www.ggmwealthadvisors.com
-
Employees:8
-
Revenue:$1 - 10M
-
Legal Name:Ggm Wealth Advisors
-
Ggm Wealth Advisors's Social Media
-
Is this data correct?
-
| NAICS Code: 523920 |
Show More
Frequently Asked Questions regarding Ggm Wealth Advisors
-
Where are Ggm Wealth Advisors's Headquarters?
Ggm Wealth Advisors's Headquarters are in 1801 Porter Street Suite 500,Baltimore,Maryland,United States
-
What is Ggm Wealth Advisors's phone number?
Ggm Wealth Advisors's phone number is +1 410-685-9685
-
What is Ggm Wealth Advisors's official website?
Ggm Wealth Advisors's official website is https://www.ggmwealthadvisors.com
-
What is Ggm Wealth Advisors's Revenue?
Ggm Wealth Advisors's revenue is $1 - 10M
-
What is Ggm Wealth Advisors's NAICS code?
Ggm Wealth Advisors's NAICS code is 523920
-
How many employees are working in Ggm Wealth Advisors
Ggm Wealth Advisors has 8 employees
-
What is Ggm Wealth Advisors's Industry?
Ggm Wealth Advisors is in the industry of Financial Services
-
Who is Ggm Wealth Advisors's CEO?
Ggm Wealth Advisors's CEO is Matt Hightower