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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:


  • Individuals
  • Small Business/Corporation
  • Non-for-Profit

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.


Stephen Berkeridge, MS, CPA, CFE

(410) 499-1456

I’m your numbers guy! My passion for the world of numbers has shown in so many ways over the years. I’ve collected quite the alphabet of credentials- AAS from CCC, BA from UB, MS from SU, CPA, and CFE. I earned my Associate’s degree in...
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