Discover a financial partner who listens, understands, and designs your unique and ideal future.
Drew’s Credentials
- More than 25 years of professional experience in financial services.
- Maintains an impeccable compliance record.
- Five years of hands-on experience in a tax and accounting office.
- BA in Economics.
- MS in Personal Financial Planning.
- FINRA Series 7 & 66 Licenses, Life Insurance License.
- Built the financial planning department for a $300M firm in Maryland and a $6B firm in New England.
Why Work With Drew?
I intentionally work with a very limited number of families. You’re never just one of many clients. With my approach, you get a genuine relationship and personalized attention. You have a Certified Financial Planner™ available, and your questions are answered directly by me, not a junior staff member or assistant. This way, meetings and answers happen quickly, ensuring you get the clarity you need from the trusted voice you rely on when you need it.
How Can a Financial Plan Help You?
- Understand your current financial position and future outlook.
- Set and achieve your unique dreams of retirement, buying a vacation home, or reaching financial independence.
- Plan efficiently for significant life events such as college costs for children and grandchildren, travel, and charitable giving.
- Optimize insurance coverage and tax strategies for your needs.
- Invest confidently, ensuring your resources match your circumstances.
What Does it Cost to Work With Drew?
- Comprehensive Financial Plan: Starting at $4,000 (based on your unique needs and complexity).
- Modular Financial Plan: Starting at $2,000 (tailored to specific planning areas).
- Ongoing planning and wealth management: $6,000 annual minimum (you may already be paying this with managed investment accounts).
- Coaching your high school or college student on college costs and student loans (90-minute session): $450.
- Investment Portfolio Review: $750.
Who Works With Drew
Most of my clients are between 55 and 70 years old, nearing or starting retirement, and seeking reassurance about their financial readiness. I connect exceptionally well with those who value a collaborative, educational style. My approach encourages questions and open communication. They are mostly self-made, lifelong savers with a net worth of $2 million to $14 million, who enjoy simple pleasures like golfing or gardening and prefer substance over flash. They value learning, are willing to pay fair prices for trusted advice, and prefer comprehensive planning over just stock-picking. If you want a trustworthy, all-inclusive financial partnership tailored to your needs, let’s meet and develop a plan that supports your unique dreams.
Your next chapter begins here.
Trust is crucial when selecting a Certified Financial Planner™ Professional. Trust extends beyond what you see on a website or in a short biography. Let’s connect and discuss your current financial situation and unique dreams so we can develop a thoughtful plan for your future.
My planning process is built upon strength and experience, but what really matters is the understanding you gain along the way. Here’s how we move forward together:
Uncover
Most of us are unaware of the habits and ideas shaping our financial choices. Together, we will address your concerns, identify where to focus, and learn what truly matters.
Overcome
Next, I’ll model and examine your financial future, translating details into meaningful insight. We’ll talk a lot and build a thoughtful strategy suited to your family’s future.
Implement
Now, with steady guidance, we’ll put your plan into action, making deliberate adjustments as life evolves. Your progress gets the attention it deserves at every step.
Hear from people who have worked with me
Jim & Diane J.
We engaged Drew a number of years ago to assist us with our financial plan prior to our retirement. We wanted to determine that our assets would be sufficient to provide for our retirement years. Through the years Drew has provided valuable advice…and has been instrumental in our financial planning. Drew is very knowledgeable, has not been "pushy", and is available to us as when we have questions or concerns.
Warren & Skip L.
Andrew assisted us with building my retirement fund. I was able to retire earlier than I thought, and have been able to live comfortably based on his financial strategies. Based on our history with Andrew, we invested a large inheritance with him. We have great deal of confidence in his financial advice and have sought this advice frequently . My husband and I would highly recommend him to others as a financial planner.
Chris M.
I have been working with Drew for 5 years, but my mother has been with him much longer. His attention to detail and ability to connect and navigate my household’s entire financial picture always impresses me. I know there has never been a recommendation I haven’t followed!
Alexis P.
I have known Drew for 16 years. Drew is the only person that I would trust to be my financial advisor. He stands above all others because of his extremely high morals, values and ethics - both personal and professional.