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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Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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Going Global

International funds enable investors to diversify not only across industry sectors but national borders as well. Despite this benefit, international mutual funds come with additional risks that should be considered carefully.

Beware the Better-Than-Average Effect

Economists have found that, on average, people tend to believe that their own lives are improving at a faster rate than most everyone else's.

A Long Look at the National Debt

To better comprehend the size and scope of the national debt, it helps to measure it against the size of the overall economy.

Save the Date

There are several key retirement milestones tied to specific birthdays or ages. This quiz asks readers to identify several.

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July 31, 2010 @ 11:32 AM

Dow Jones Industrials 10,465.94- 1.22
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