Thomas "Tom" Marney

    • CFP®

    Focus: Insurance Strategies, Special Care, Investment Strategies

    Languages: English


    My goal as an advisor is to provide my clients with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet the established goals of those I work with. My personal mission is to become a lifetime resource for each and every one of my clients and their families.


    Wealth Accumulation Strategies

    • Fixed and Variable Annuities
    • Education Funding Strategies
    • IRA Consolidation/ Rollovers
    • Pension Payout Alternatives
    • Retirement Planning & Income Strategies
    • Mutual Funds/ Exchange Traded Funds

    Family Protection/Wealth Preservation Strategies 

    • Comprehensive Financial Strategizing
    • Life Insurance and Risk Management
    • Long Term Care Insurance
    • Mortgage Protection (through Life Insurance & Disability Income Insurance)
    • Charitable Giving Strategies
    • Estate Conservation Strategies



    • Over 35 Years of service in the Financial Services industry.
    • CERTIFIED FINANCIAL PLANNER™ Professional Designation received in 1991
    • Enjoys hiking, fishing, boating and traveling 



    Business Continuation/Key Employee

    • Deferred Compensation Plans
    • Executive Retirement Plans
    • Key Person Life & Disability Insurance
    • Buy/Sell Agreement Funding
    • Disability Buy-Out Plans
    • Business Overhead Coverage

    Retirement Plans/ Employee Benefits

    • 403(b)/401(k)/ Profit Sharing Plans
    • Money Purchase Plans
    • Defined Benefit Pension Plans
    • SEP and SIMPLE IRA Plans
    • Group Insurance (Life, DI & Dental)
    • Supplemental Health Insurance
    • Flexible Spending Accounts

    See Thomas’s Licenses and Disclosures

    Check the background of this investment professional on FINRA’s BrokerCheck

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    Elkridge Satellite Office - Marshalee Drive

    Satellite Office

    6085 Marshalee Drive Suite 210
    Elkridge, MD 21075-6023