James M. Lee

  • ChFC®

Focus: Investment Strategies, Insurance Strategies, Business Owners

Languages: English

 Our team has provided professional financial services for over two decades. Our Mission is to remain committed in forming long-lasting relationships with our clients and to developing customized strategies in preparation for any or all of life’s milestones.

As our clients’ needs have become more sophisticated, we have succeeded in meeting new challenges with a greater depth of resources and accessibility to a broad range of products and services.

With a diverse client base that includes retirees, business owners, professionals and others, we focus on helping our clients achieve their next level of financial success. We begin the process by first understanding every client’s personal and unique situation, then providing education on various topics that include: Protection Planning, Investment Strategies, Tax Strategies, Retirement Planning and Estate Planning.

In addition to individual clients, our team provides workplace financial education to many well-known organizations in the Washington, D.C. Metropolitan area.

Our ultimate goal is to create more clarity of the future by utilizing a thorough analysis and planning approach. Our process provides guidance and a greater understanding of the future impact of todays decisions.


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Elkridge Satellite Office - Marshalee Drive

Satellite Office

6085 Marshalee Drive Suite 210
Elkridge, MD 21075-6023