A Non-Commission Financial Planning, Coaching and Investment Management firm, serving the Greater Baltimore Region, and Nationwide

We Provide Fee-only, Comprehensive Financial Planning and Fiduciary Advice to X/Y Generation Clients and Current or Former Government Employees

To be a true holistic wealth advisor for the next generation of families and government employees.

It is said that a penny saved is a penny earned. As a populace, Americans earn and spend most of their wealth each year.

So why is the financial planning industry so narrowly focused on providing investment or insurance advice?

Furthermore, there is only a small group of those individuals who receive guidance that is timely, meaningful, or effective.

Our goal is to match the level of engagement, within multiple channels, to advance the progress people make towards meeting their goals where they are.

Create a solid foundation you will be glad you had in future years! GPE will help you determine what job offer you should accept, whether you are ready to buy that house, help you navigate your work benefits, and much more!

Comprehensive Financial planning with Turn-key Discretionary investment advice and implementation!

Includes features of Gamma Planning Premium offer, with financial planning with asset-based pricing. VIP Call routing. 

Subscription-Based financial planning. No discretionary investment requirement or minimum. We can help with Social Security optimization to make your hard-earned benefits stretch. Benefits of Essentials included, plus forecast how well your assumptions on growth and deferrals will meet your expectations for your retirement nest egg.

On Demand Financial Planning

Retirement Planning

Investing In Your Business

Next Generation Prepping and Education

Behavioral Coaching

Asset Location

Our Difference

Get In touch