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Landon William Buzzerd

Advisor at Grant Street Asset Management Inc — Williamsport, MD

Updated today

Credentials

CFP®, Series 65

Experience

6 years

Location

Williamsport, MD

Grant Street Asset Management Inc logo

Grant Street Asset Management Inc

Team

Total advisors

8

Across 2 offices

Clients per advisor

53 Typical

Avg AUM per client

$1,576,479 High

HNW client ratio

40% High

About

Landon Buzzerd is a CFP® with six years of industry experience. He is currently with Grant Street Asset Management, Inc., where he has worked since 2023. Prior to this, he was with Obsidian Personal Planning Solutions, LLC, and also held roles at the University of Maryland and Hagerstown Community College. Grant Street Asset Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, and institutional clients such as pension and charitable organizations. The firm’s investment approach includes asset allocation across mutual funds, ETFs, and individual securities using various analyses tailored to client goals and risk tolerance.

Client services

Based on Grant Street Asset Management Inc

Financial planning Portfolio management

Expertise

Based on Grant Street Asset Management Inc

Options & derivatives strategies Real estate investing

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Fee options

Fixed

$5,000 fixed fee for financial planning, fees negotiable

Percentage

$0 - $1,000,000: 1.50% $1,000,000+: 1.00%

Other

Account minimum: $500,000

Location

See office

Williamsport, MD

Williamsport MD

Advisors at this office

1

Most active in

Maryland · Pennsylvania · Texas

Work history

6 years of industry experience

Grant Street Asset Management, Inc.

2023 - Present • 3 years

Canonsburg, PA

Obsidian Personal Planning Solutions, LLC

2020 - 2023 • 3 years

Rockville, MD

Obsidian Personal Planning Solutions, LLC

2019 - 2020 • 1 year

Rockville, MD

UNIVERSITY OF MARYLAND

2018 - 2020 • 2 years

College Park, MD

Hagerstown Community College

2016 - 2018 • 2 years

Hagerstown, MD

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Timothy T

Series 63, Series 65

Martinsburg, WV

Taylor Capital Management

Timothy Taylor is a financial advisor with Taylor Capital Management in Martinsburg, WV, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has led TCM Advisors, LLC since 2006. Taylor serves on the finance committee of Highland View Academy, a nonprofit Christian high school. Taylor Capital Management provides discretionary portfolio management and investment advisory services to individuals, charitable organizations, corporate entities, retirement plans, and institutional mandates. The firm focuses on individualized account supervision, employs a broad range of investment instruments including derivatives, and manages a relatively large client base through a wrap fee program administered on two account platforms.

Options & derivatives strategies Active portfolio management
user avatar

Thomas M

CFP®, Series 63, Series 65

Shepherdstown, WV

Mission: Advice

Thomas Maiden is a CFP® with eight years of industry experience and is the sole advisor at Mission: Advice, an independent firm based in Shepherdstown, WV. He has worked with Investment Outfitters, LLC since 2019 and Insurance Outfitters, Inc. since 2000. Outside of his advisory work, Maiden serves as a Commanding Officer in the Navy Reserve with the United States Africa Command J2, leading a 70-member Naval Intelligence unit. Mission: Advice serves individuals, high-net-worth clients, and pension and profit-sharing plans, offering financial planning, discretionary investment management, and retirement plan consulting. The firm emphasizes tax-efficient portfolio construction, using low-cost, passive ETF allocations combined with long-term fundamental analysis, and provides institutional retirement plan consulting alongside individual wealth management.

General retirement planning Retirement income strategy Tax-loss harvesting Passive / index investing Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Young Professionals HENRY (High Earners, Not Rich Yet)
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Jeffrey B

CFP®, Series 63, Series 65

Hagerstown, MD

Plan2Retire

Jeffrey Bowers is a CFP® with 25 years of industry experience, currently serving as the sole advisor at Plan2Retire in Hagerstown, MD. He has worked at Bowers Advisory Group, LLC since 2008 and co-owns Donald C. Bowers Insurance, Inc., a non-investment-related business. Plan2Retire is an independent, fee-based advisory firm that serves individual households and employer retirement plans with discretionary portfolio management, financial planning, and qualified plan consulting. The firm employs individualized investment policy statements and a combination of fundamental, technical, and cyclical analysis, and offers comprehensive financial consulting, participant education, and public seminars.

General retirement planning Income planning College savings (529s, UTMA, etc.) Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Cassandra S

Series 65, Series 66

Hedgesville, WV

Strada Wealth Management, LLC

Cassandra Sakala is a financial advisor at Strada Wealth Management, LLC with five years of industry experience. She holds Series 65 and Series 66 licenses. Prior to joining Strada Wealth Management, she worked at Williams Associates for 25 years and has been involved with My Virtual Sales Assistant LLC for over 15 years. Strada Wealth Management serves individual and high-net-worth clients with financial planning, discretionary portfolio management, and a specialized marital-matters practice. The firm employs a range of investment strategies and emphasizes client education, offering planning engagements that include regular strategy sessions and market updates.

Medicare planning Retirement income strategy
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Archibald H

CFP®, Series 63, Series 65

Shepherdstown, WV

Hoxton Planning & Management, LLC

Archibald Hoxton IV is a CFP® with 26 years of experience in financial advising. He is currently with Hoxton Planning & Management, LLC, where he has worked since 2022 following six years at United Capital Financial Advisers, LLC. Outside of advisory work, he serves on the board of a funeral home and a local bank, and he is a co-author of a financial planning book. Hoxton Planning & Management, LLC provides financial planning, investment, and wealth management services to a range of clients including individuals, trusts, and government entities. The firm employs a strategic asset allocation approach combining Modern Portfolio Theory with active management, tailoring portfolios to client-specific risk, time horizon, and tax considerations.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Daniel R

Series 66

Ashton, MD

Onyx Bridge Wealth Group LLC

Daniel Reeves is a financial advisor with Onyx Bridge Wealth Group LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Eaglestone Wealth Advisors and Emerson Equity LLC. Outside of advisory work, he has been involved with the Bethesda Soccer Club and the University of Maryland Men’s Soccer Camp. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm uses third-party research and diversified investment strategies, with regular portfolio reviews tailored to clients’ goals and risk tolerances.

Options & derivatives strategies Founder/Business Owner Executive
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