The Enrichment Group is a team of dedicated financial professionals committed to leading our clients through life’s most challenging transitions. When your normal order seems to fail, and the foundations of your personal and financial life are rocked, we offer real, complete, and lasting solutions. We help our clients move past challenging personal and financial obstacles, providing a sense of clarity in an increasingly complex financial world.
Ongoing comprehensive financial planning maintains our clients’ progress. Our professional investment management plan supports our client’s wealth management objectives, while minimizing risk at all times … helping our clients achieve “A Lifetime of Enrichment.”
Our financial planning and investment services firm has proudly enriched the lives of our clients and employees for more than 25 years.
Our transparent, fee-based compensation allows our team to provide the best financial advice without conflicts of interest.
Our credentialed team consists of 4 CERTIFIED FINANCIAL PLANNER™ Practitioners, 2 Chartered Financial Analysts, and 4 Registered Paraplanners.
As the laws governing how financial professionals guide client retirement assets are set to change, financial advisors are being required to place the interests of their clients first. With this change, all advisors must not only recommend investments that are suitable for their clients, but more importantly, they must act as a fiduciary and place […]
We are pleased to present a recording of “Bearish Tendencies (and Silver Linings),” our 2016 Inside the Investment Committee event held in Columbia, Maryland. This event gave attendees an inside look at the thoughts, views, and strategies of our investment team. Many of you attended our sister presentation in Miami, and we would be excited to […]
A few days ago, Ken Solow (Founding Partner and Chairman of the Investment Committee at Pinnacle Advisory Group) appeared on The Baltimore Sun columnist Dan Rodricks’ popular Roughly Speaking podcast to discuss the election’s effects on the market. Many of you met Ken at our client event last July. Click here to listen — Ken’s segment begins […]
