Maryland Financial Group, Inc. (“MFG” or “Adviser”) is a Registered Investment Advisor located in Rockville, Maryland, that provides comprehensive investment advisory services and financial planning to individuals, trusts, small corporations and pension plans through its Investment Adviser Representatives.
MFG directly manages and diversifies the client’s portfolio based upon the client’s risk profile, investment horizon, financial goals and other various suitability factors. Proper diversification is essential when managing investment assets. MFG Investment Advisory Representatives act as wealth managers. MFG wealth managers work with clients to identify their investment goals and objectives as well as risk tolerance in order to create an initial portfolio allocation designed to complement the client’s financial situation and personal circumstances. Accounts will be managed based on the individual needs of the client.
Our commitment is simple: we strive to seek out the best thinking, the strongest ideas, and then we do what we believe is necessary to keep you on track.
Clear communication and commitment to service are our top priorities at Maryland Financial Group, Inc. We guide you through the account setup process and offer easy to understand quarterly statements. Clients have ready access to their respective investment advisor representative. Please feel free to contact us any time.