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Hobson FInancial is a boutique financial planning firm located in Annapolis, MD serving individuals, families, & business owners. We have over 21 years of experience managing money in a variety of market environments. Although we cannot control or predict market movements, we actively manage risk and we keep our clients flexible enough to take advantage of market conditions.As an independent wealth management firm, we are free from proprietary products or investments, which allows us to put our clients and their needs at the center of everything we do. We are committed to a transparent, conflict-free business model that allows us to do the right thing for our clients at all times. Our clients don't just get access to a single advisor; they get the benefit of our deep relationships. By working collaboratively with individual experts, we give our clients the specialized expertise they need while ensuring that all pieces of their financial plan are working together. We have built relationships with local attorneys, CPAs, estate planning specialists, and more in order to help our clients cover all their bases.
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More Business Info

We help you put the pieces together.

BBB Rating
A+
BBB Rating and Accreditation information may be delayed up to a week.
Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Extra Phones

Fax: 410-384-4996

Services/Products
Financial Planning, Assets Under Management (AUM), Wealth Management, Investment Management, 401k rollovers, IRA & IRA Rollovers, Gifting Strategies, Retirement Planning, Tax Planning, Business Planning, Legacy Planning, Estate Planning, Trust Strategies, Comprehensive Income Planning, Retirement Income Planning, Estate Planning, Social Security, Annuities, Life Insurance, Income strategies, Wealth Preservation.
Payment method
amex, cash, debit, discover, master card, visa
Location
We are located on Riva Rd across the street from Festival at Riva Shopping Centre. We are in the Steel Blue Glass Building at the light.
Amenities
Financial Planning with proprietary software, Social Security planning, Risk management, Investing principles & strategies, Estate planning
Associations
Member of Financial Planners Association
Other Link

http://www.hobsonfinancial.net

Categories
Retirement Planning Services, Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investment Management
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