In 2013, I began my career as a financial advisor serving clients in the Southern Maryland area. I became a limited partner in 2018.
At our office, we help individuals, businesses and non-profit organizations build, manage, protect and distribute their wealth. My talented team member, Laura Glaser, and I are proud to partner with our clients in all aspects of their finances. The hallmark of our branch is a superior level of service paired with a deep understanding of each of our client's unique situation. We carefully collaborate with our clients and their trusted professional partners including attorneys, CPAs and estate planners.
Our purpose is to continuously press on the edge of the status quo in order to bring uncommon solutions to common problems.
In what I feel is a true testament to the relationships we build and the service we provide, I am honored to share that in 2022, I was named to the nationwide list of Forbes Next-Gen Best-in-State Wealth Advisors for 2022 by Forbes and SHOOK Research, ranking No. 20 in Maryland (Source: Best-In-State Next-Gen Wealth Advisors 2022 (forbes.com), 8/3/2022; SHOOK Research data as of 3/31/2022).
My wife, Sarah, and I enjoy traveling and spending time with our loved ones. We both volunteer at local animal shelters and with End Hunger, and I am currently a board member at The Calverton School.
- Estate & Legacy Strategies
- Charitable Giving
- Special Needs Financial Considerations
- Wealth Strategies
- Business Retirement Plans
- Entrepreneurs & Business Owners
My Personal Interests
- Wine Collecting/Enthusiast
- Vintage Cars
- Culinary Arts
Mailing AddressP O Box 1455
North Beach, MD 20714
Phone NumberJoshua G Wynne at (410) 257-1321
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