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.
Learning Center
  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • iMoney

    iMoney

    Ideas to help simplify everyday finances.

  • Glossary

    Glossary

    Financial terms from A to Z.

Calculators

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?

Cost of Retirement

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

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

Newsletters

HOT TOPIC: Why Global Investors Are Worried About European Debt

European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

Evaluating Life Insurance Needs

It's a good idea for people to evaluate their life insurance coverage to help ensure it keeps pace with their needs. Not only do major life events affect the amount of coverage that may be needed, but inflation can reduce the purchasing power of the death benefit and a greater benefit may be needed to cover estate taxes and other debts.

More Newsletters →

Market Watch

May 18, 2012 @ 09:58 PM

Dow Jones Industrials 12,369.38- 73.11
Dow Jones Transportation 4,873.76- 64.42
Dow Jones Utilities 464.16+ 0.07
Nasdaq Composite 2,778.79- 34.90
Nasdaq 100 2,478.53- 30.52
S&P 500 1,295.22- 9.64
S&P 100 591.61- 4.28
S&P Mid-Cap 400 905.28- 10.71
NYSE Composite 7,427.74- 52.69
AMEX Composite 2,209.54- 10.77
10 Year Treasury Note 1.70-
Wilshire 5000 13,514.18- 114.94
PHLX Semiconductor Index 364.48- 6.97

[ Markets | Charts | Quotes | Portfolio ]


Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
© Interactive Data Managed Solutions (NYSE:IDC) All rights reserved.