Customized, Comprehensive, and Integrated Wealth Management

GGM is 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.

We firmly believe in the importance of working together to build rewarding relationships and working closely with our clients enables us to help them achieve and maintain their desired lifestyle. We specialize in helping our clients navigate complex financial markets focusing on strategies designed to help minimize risk while pursuing a rate of return sufficient to work towards individual goals.

Wealth Management Team

Jeffrey G. Johnson, MBA
Jeffrey G. Johnson, MBAManaging Director, Partner
Michael D. Little, CFP
Michael D. Little, CFPDirector of Wealth Management, Partner
Steven T. Hannigan, CFA
Steven T. Hannigan, CFASenior Wealth Advisor
Jennifer A. Sweeney
Jennifer A. SweeneyClient Services & Operations Manager
Brooke M. Peterson
Brooke M. PetersonClient Services & Marketing Associate

Integrated Estate Planning, Accounting, Tax, Audit, and Technology Consulting Services

David A. Goldner, CPA, CFP®, CVA
David A. Goldner, CPA, CFP®, CVAManaging Partner

Tax and Estate Planning for High Net Worth Families

Paul O. Wallace, CPA, CFP®
Paul O. Wallace, CPA, CFP®Partner

Tax and Estate Planning for High Net Worth Families

David M. Lanchak, CPA, CCIFP, CVA
David M. Lanchak, CPA, CCIFP, CVAPartner

Business Valuation

Mark C. Vogel, CPA/ABV/CFF, CMA, CVA
Mark C. Vogel, CPA/ABV/CFF, CMA, CVAPartner

Business Valuation
Forensics & Litigation Support

James J. Kern, CPA, CFE, CVA
James J. Kern, CPA, CFE, CVAPartner

Forensics & Litigation Support

Steve K. Ball, CPA, CVA, CCIFP
Steve K. Ball, CPA, CVA, CCIFPPartner

Construction & Real Estate

Diana B. DeWitt, CPA, CCIFP
Diana B. DeWitt, CPA, CCIFPPartner

Construction & Real Estate
Government Contractors

Tricia Love Thomas, CPA
Tricia Love Thomas, CPAPartner

Nonprofit
Construction & Real Estate

Ernie Paszkiewicz, CPA
Ernie Paszkiewicz, CPAPartner

Nonprofit

Reid T. Roberts, CPA, CCIFP
Reid T. Roberts, CPA, CCIFPPartner

Employee Benefits

James E. Crisp, CPA
James E. Crisp, CPAPartner

Healthcare

Chris Haiss, CPA, MCTS
Chris Haiss, CPA, MCTSPartner

Technology Solutions 

Sharon L. Paul, CPA, MCTS
Sharon L. Paul, CPA, MCTSPartner

Technology Solutions 

Edward L. Thompson, CPA, CFE, CVA
Edward L. Thompson, CPA, CFE, CVAPartner

Manufacturing & Distribution

GGM Wealth Advisors’ 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 are fortunate to work closely with friendly, caring, and intelligent clients whom we truly enjoy spending time with. Our clients are teachers, physicians, lawyers, entrepreneurs, scientists, and people from all walks of life. Our clients desire a relationship with a financial advisor that can help them manage their financial lives so that they may devote more of their time to personal pursuits.

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.