I want to know you – and what you want to do with this singular life you've been given.
Coming from a background of ERP fintech, I help businesses and individuals achieve their long-term financial goals. Understanding that money is only a means to an end, I take a comprehensive approach, partnering with you to understand what's most important and creating a holistic strategy for your wealth.
When you contact our office, the first part of our process is to schedule a complimentary 15-minute call to understand your situation a little better and make sure we're a good fit for each other. If we both agree to move forward, we will schedule an appointment (virtually or in person) to begin building out your financial foundation.
With my office located in Frederick, MD for local meetings, I also work with many remote clients. Utilizing our team of professionals at the Edward Jones headquarters in St. Louis in tandem with a suite of advanced technology, we can help ensure you receive the most relevant guidance available to reach those goals. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a full-picture strategy that leverages everyone's expertise. Working together, we create the steps to bring those dreams into reality.
In my spare time, I also enjoy craft mixology, philosophy and the symphony orchestra. In addition to volunteering with the Catholic Fellowship of Frederick, I am an active member of the Knights of Columbus and parishioner at St. Mary's Church in Hagerstown. If you are visiting this page, you must have a reason, and I'd love to hear more – click "Ask a Question" to get started!
NB: After-hours meetings are available by appointment.
Phone NumberJohn Norberg at (301) 732-5802
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- Web Conferencing
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