Our team approach provides a tailored client experience, customized investment solutions, and accessible advisors. We focus on creating a trusted partnership with our clients through an open and honest dialogue to ensure we’re always on the same page when it comes to matching your expectations with your financial objectives and recommended investment strategy.
We are an independent registered investment advisory firm with offices in Baltimore, Maryland and Fairfax, Virginia. As a “fee-only” (not commissioned) advisor to high net worth individual and institutional clients, we prioritize your best interests with “conflict-free” analysis and decision making capability.
Our philosophy of providing comprehensive financial services reaches a step beyond customized portfolio management. Through its affiliation with Gross, Mendelsohn & Associates, P.A., a regional CPA and management advisory firm, GGM is able to provide you with comprehensive, integrated financial services including tax and cash flow planning, as well as education, retirement, and estate planning.
We maintain long-term relationships with you, based on mutual respect, a structured and disciplined process, personal communication, and performance. We are proud of the fact that most new clients are referred either by existing clients, or attorneys and CPAs. We work diligently to build their confidence and trust, and invite you to experience the personalized attention that is unique to GGM Wealth Advisors.
GGM manages more than $240 million for more than 150 individual investors, corporations, pension plans, and foundations. The firm has discretion to make buy and sell decisions for our clients, but does not custody their assets. Client assets are held at Charles Schwab and Company, Inc., one of the nation’s most respected custodians, administering more than $2.51 trillion in client assets (as of January 2016).