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

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

HOT TOPIC: Could High Oil and Gas Prices Derail the Recovery?

Gas prices began the year higher than normal and increased sharply. The forecast is for prices to rise to record highs by summer. But it’s not just drivers who are feeling pain at the pump. This article will explain some possible reasons why gas prices have been rising and discuss the potential implications for consumers, businesses, and the broader U.S. economy.

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

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?

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Market Watch

May 18, 2012 @ 10:48 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

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