State Retirement Systems Catonsville MD

Retirement is the time to relax and enjoy life, but every retiree should know there benefits and should have a clear plan to stay financial secure. Different state employees can receive different retirement plans depending upon the job they held and the amount of years in the state system. Listed below are companies that can assist with your retirement plan.

Michael Kelly
Michael R. Kelly, CFP, EA
(410) 747-0708
1172 St. Agnes Lane
Baltimore, MD
Expertises
Ongoing Investment Management, Tax Planning, Middle Income Client Needs, Retirement Planning & Distribution Rules, Cash Flow/Budgets/Credit Issues, Advising Employee Benefit Plan Participants
Certifications
NAPFA Registered Financial Advisor, CFP®, EA

Tom Taylor
Chesapeake Financial Advisors
(410) 823-5442
401 Washington Avenue, Suite 804
Towson, MD
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning, Planning Issues for Business Owners, Advising Medical Professionals, Real Estate Investments
Certifications
NAPFA Registered Financial Advisor, CPA/PFS

Martin Eby
WMS Partners
(410) 337-7575 Ext: 112
305 Washington Avenue, Suite 200
Towson, MD
Expertises
Ongoing Investment Management, Planning Concerns for Corporate Executives, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Christopher Parr
Parr Financial Solutions, Inc.
(410) 740-9011
10320 Little Patuxent Parkway, Suite 1200
Columbia, MD
Expertises
High Net Worth Client Needs, Ongoing Investment Management, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Advising Medical Professionals, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, MBA

Mark Stinson
Baltimore-Washington Financial Advisors, Inc.
(410) 461-3900
5950 Symphony Woods Road, Suite 600
Columbia, MD
Expertises
Estate & Generational Planning Issues, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA, MBA

Kirk Kinder
Picket Fence Financial
(410) 878-2999
300 E. Lombard St.
Baltimore, MD
Expertises
Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Ongoing Investment Management, Hourly Financial Planning Services, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Timothy Chase
WMS Partners
(410) 337-7575 Ext: 112
305 Washington Avenue, Suite 200
Towson, MD
Expertises
Charitable Giving - Trusts & Foundations, Insurance Related Issues, including Annuities, Alternative or Private Investments
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, CLU, CPA/PFS

Chad Norfolk
Financial Advantage, Inc.
(410) 715-9200
5950 Symphony Woods Road, Suite 100
Columbia, MD
Expertises
Retirement Plan Investment Advice, Estate & Generational Planning Issues, Ongoing Investment Management, Special Needs Planning, High Net Worth Client Needs, Charitable Giving - Trusts & Foundations
Certifications
NAPFA Registered Financial Advisor, CFP®

J. Patrick Collins
Greenspring Wealth Management, Inc.
(443) 564-4600
501 Fairmount Avenue, Suite 201
Towson, MD
Expertises
Ongoing Investment Management, Planning Concerns for Corporate Executives, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, EA

R. Saxon Birdsong
Baltimore-Washington Financial Advisors, Inc.
(410) 461-3900
5950 Symphony Woods Road, Suite 600
Columbia, MD
Expertises
Ongoing Investment Management, Charitable Giving - Trusts & Foundations, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BS, MBA