A complete list of active advisors currently associated with AAA Advisory LLC

Warmer can help you find a great advisor at AAA Advisory LLC or one who fits your needs even better.

AAA Advisory LLC provides fee-only financial planning and tax preparation services to individual clients, including high-net-worth individuals, through tailored, project-based engagements delivered primarily on a virtual basis. The firm offers limited-scope, non-discretionary financial planning and prepares federal and state tax returns as part of its service offerings. Rather than providing discretionary asset management or custody, the firm delivers analyses and investment recommendations grounded in Modern Portfolio Theory and a long-term, passive asset-allocation approach, typically recommending mutual funds, exchange-traded funds, stocks, and bonds for clients to implement. Recommendations are provided in writing, clients may request reasonable restrictions on suggested investments, and ongoing, as-needed access to advice can be added after the initial engagement. What is distinctive about the firm is the combination of fiduciary financial planning with in‑house tax preparation and an affiliated tax consulting relationship with an accounting firm, a setup that is uncommon among independent advisers. It is also notable that the firm does not manage client assets or use percentage-of-assets fees, instead relying on project-based, non-discretionary planning engagements.

To learn more about the advisors currently working at AAA Advisory LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Patricia Bush	Walkersville, MD	6

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