A complete list of active advisors currently associated with Towson Financial Advisors, LLC

Warmer can help you find a great advisor at Towson Financial Advisors, LLC or one who fits your needs even better.

Towson Financial Advisors provides ongoing portfolio management and financial planning to individual and high‑net‑worth clients. The firm builds Investment Policy Statements for each client and generally invests in mutual funds, fixed‑income securities, equities, ETFs, annuities and non‑U.S. securities. The firm applies modern portfolio theory and a long‑term trading approach, documents client risk tolerance in the Investment Policy Statement, and typically manages accounts on a discretionary basis. It conducts periodic (at least quarterly) account reviews, seeks equitable allocation of investment opportunities across clients, and delivers monthly custodian reports. The brochure describes a small, single‑adviser practice managing roughly $21.6 million for a limited client base, and discloses that the firm’s principal also maintains accounting and insurance activities outside the advisory business; those non‑advisory services may create conflicts of interest but are disclosed and clients are not required to use them. The firm requires clients to use its chosen custodian (participating in TD Ameritrade’s institutional program) and may receive research or other soft‑dollar benefits through that arrangement.

To learn more about the advisors currently working at Towson Financial Advisors, 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.