Much More Than A Maryland Investment Broker

We believe an effective financial advisor relationship is built on a commitment to personal attention.

 

Independent Financial Advice

Constellation Financial Advisors, Inc. is an independent financial services firm located in Towson, Maryland. We serve the long-term financial interests of our clients by striving to help preserve and grow their capital in a tax efficient manner.

From the beginning our mission has been to give our clients the peace of mind that comes from knowing that their investments are being handled with their interests at heart.

Aside from our independent and personal approach, we go beyond most financial advisors in that we have built relationships with knowledgable and experianced insurance providers, attorneys, and accountants in Baltimore, Maryland, and Florida. We can help you take advantage of the best people in town to help you manage your personal affairs or business.

 

Message From Servando A. Llanio, Our Founder

As the founder of Constellation Financial Advisors, it has always been my desire to create a professional investment services firm that operates in an objective manner and whose sole focus is safeguarding the long-term financial objectives of my clients.

For over 20 years we have used fundamental asset allocation and investment discipline to prudently manage individual and corporate portfolios.

Recognizing that each investor is unique, We seek to develop and implement a long-term plan that is specific to your situation designed to preserve capital first, grow it second and provide for supplemental income for your lifetime.

Call me at 410-321-8808 for a complimentary consultation to discuss your investment and financial planning needs.

 

 

 

 

 

 

 

 

 

 

 

 

 

Our Staff

  • Servando “Sam” Llanio, Founder
  • Dan Carr, Financial Representative and Insurance Consultant
  • Cindy Cowman, Client Relations Manager
  • Jennifer Lyons, Office Manager

Servando and Dan are registered representatives, INVEST Financial Corporation (INVEST).
Cindy is a registered associate of INVEST.
Jennifer is an associated person of INVEST.
 

 

Seven Questions to Ask When Picking a Financial Adviser

The Wall Street Journal has provided seven essential questions to ask of your financial advisor:

  1. What's in the adviser's background?
  2. What do the adviser's clients say?
  3. How does the adviser get paid?
  4. Where are the adviser's checks and balances?
  5. What's the adviser's track record?
  6. Can the adviser put it in writing?
  7. What do other pros think?

 

We invite you to contact us to openly discuss any of these, or any other, questions.

Call us to schedule a complimentary consultation to discuss your investment and financial planning needs. Contact us by phone at 410-321-8808.