Independent Wealth Advisors

 

Constellation Financial Advisors, Inc. helps provide financial peace of mind to our clients.

  • First and foremost we get to know you and your family on a personal level.
  • Next, we will actively manage investment risk and optimize the potential for returns for you, our client, through our investment planning process.
  • Throughout our relationship, we will provide you with ongoing educational and informative communication.
  • As an added service, we maintain relationships with the best local insurance providers, attorneys, and accountants, who can help you manage life’s responsibilities.

As Independent Wealth Advisors, we are not committed to any one investment product or company, but rather to bringing you the most appropriate investment opportunities, insurance advice, and recommendations on financial service providers for all your personal and corporate financial needs.

 

Our Mission

We strive to provide distinctive products and exceptional client service that contribute to the prosperity of our clients.

Our goal is to earn and retain trust and confidence by providing investment strategies that mitigate risk, generate attractive relative returns and help individuals and organizations preserve and grow capital.

 

Independent wealth management advice, trusted by hundreds of Maryland families and businesses.

 

Call us at 410-321-8808 to make the most of your future.
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Newsletters

What Do Price/Earnings Ratios Really Have to Offer?

It's not hard to find the price/earnings ratios of publicly traded companies or even the market as a whole reported in the news. Unfortunately, it may be difficult to understand what the numbers mean without the ability to make meaningful comparisons.

Dispelling Umbrella Insurance Myths

Many people may think their chances of being hit with a multimillion-dollar lawsuit are fairly slim. Besides, wouldn't the liability coverage on their homeowners and auto insurance policies be enough to protect them against a claim or a lawsuit? Unfortunately, there are misconceptions about umbrella liability insurance that could cause someone to be underinsured.

Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

Protect Your Business with a Disaster Readiness Plan

Most people think of hurricanes, tornados, and earthquakes as events that could seriously affect the operations of a business and result in shortages of goods and materials. But even a fire or a flood in the warehouse can cause operations to come to a grinding halt. By one estimate, one-quarter of businesses never reopen after a major calamity.

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Market Watch

January 27, 2012 @ 09:41 PM

Dow Jones Industrials 12,660.46- 74.17
Dow Jones Transportation 5,344.78+ 41.93
Dow Jones Utilities 447.97- 6.07
Nasdaq Composite 2,816.55+ 11.27
Nasdaq 100 2,461.77+ 7.14
S&P 500 1,316.33- 2.10
S&P 100 595.37- 1.25
S&P Mid-Cap 400 942.11+ 4.59
NYSE Composite 7,876.61- 7.29
AMEX Composite 2,356.42+ 3.15
10 Year Treasury Note 1.90- 0.03
Wilshire 5000 13,819.49+ 3.22
PHLX Semiconductor Index 413.34+ 1.40

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