A complete list of active advisors currently associated with Champion Financial Planning Group, LLC
Warmer can help you find a great advisor at Champion Financial Planning Group, LLC or one who fits your needs even better.
Champion Financial Planning Group provides discretionary portfolio management and financial consulting to individual clients, including high‑net‑worth households. The firm also offers ancillary services—tax preparation and occasional business management consulting—that supplement its investment advice and account monitoring. Its investment process is personalized around asset allocation determined by client goals and risk tolerance, using fundamental, technical and cyclical analysis and ongoing rebalancing. Portfolios primarily feature equities, fixed income, mutual funds and ETFs, and the firm will implement more complex instruments, including buffer ETFs and structured notes, when directed by clients. Champion manages roughly $80 million in client assets across a relatively small client base, indicating larger average account relationships and a concentration on individualized wealth management. The combination of discretionary management, willingness to employ defined‑outcome and structured products on client request, and the provision of tax and business consulting services differentiates the firm from many peers.
To learn more about the advisors currently working at Champion Financial Planning Group, 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 |
|---|---|---|
Annapolis, MD
| 4
|
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