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Schedule

Grab a complimentary 15 minutes with Colin

Pick a time below and it lands straight on the calendar. Fair warning, honestly given: we're often booked out a bit for new clients. Grab a slot now and we're happy to have the quick chat that gets things moving.

Prefer a human? Call 410-663-0700 and we'll set you up.

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What the call is like

1

You talk first

Your situation, in your words. Special needs, an aging parent, retirement math, or all three.

2

We answer straight

Whether we can help, what it would cost, and what we'd do first. If we're not the right fit, we'll say so and point you somewhere useful.

3

You decide later

No one signs anything on a first call. Sleep on it, talk it over at home, and book step two only if it makes sense.

Booking a planning meeting instead of an intro call? Our Appointment Checklist (PDF) (opens in a new tab) tells you exactly what to gather so we spend the hour planning.

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The financial consultants of Maryland Financial Advocates are Registered Representatives and Investment Adviser Representatives with securities and investment advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: MD, VA, PA, FL, DE, WA, TX, GA, MA, NC, OR, WV.

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