Veridian Capital Partners is a financial advisory firm based in Frederick, Maryland. It currently has approximately $333,705,903 of assets under management and employs about 7 people. Veridian Capital Partners uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Turning Point Financial is an independent financial planning and wealth counseling firm established in January 1994, registered with the SEC. The firm offers financial planning and investment management services tailored to individual client needs. Financial planning services can be standalone or combined with investment management. Investment management is offered on a discretionary basis, with a focus on personalized portfolio strategies. Turning Point primarily uses professional sub-advisors for asset management services. The firm's fee structure includes financial planning fees ranging from $500 to $10,000, investment advisory fees based on a tiered schedule, and asset management fees for various model portfolios. Clients have no obligation to act on recommendations, and the firm does not accept performance-based fees. Turning Point does not have any disciplinary information and provides services to individuals, business owners, high-net-worth individuals, and retirement plans. The firm conducts periodic reviews of client accounts and does not accept compensation for recommending specific products or services. Clients have no obligation to purchase recommended products, and the firm does not receive compensation for client referrals. Turning Point does not have custody of client assets and provides discretionary investment advisory services. The firm does not vote on client securities and has a sound financial standing with no bankruptcy history.

Moore Wealth is a financial advisory firm based in Frederick, Maryland. It currently has approximately $128,581,302 of assets under management and employs about 7 people. Moore Wealth uses a fee structure of a percentage of assets under your management and fixed fees.

WealthPlans, LLC is a registered investment advisor established in October 2020 and located in Frederick, MD. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, businesses, nonprofit organizations, and retirement plans. WealthPlans acts as a fiduciary, providing customized investment management services, financial planning, and retirement plan advisory services. The firm's investment strategies primarily focus on long-term goals, utilizing fundamental and technical analysis methods. Clients can expect a range of fees for advisory services, with investment advisory fees ranging from 0.25% to 1.25% annually based on the size and complexity of the client's accounts. WealthPlans does not charge performance-based fees and does not manage proprietary investment funds. Clients have discretion over their investments, and the firm does not accept or maintain custody of client funds. The Chief Compliance Officer, R. Brent Cooley, holds a PFS® credential and oversees the firm's operations. Cooley also offers accounting and tax planning services through Cooley and Associates PC. The firm is committed to safeguarding client information and maintains strict privacy policies to protect personal data. Clients can contact WealthPlans for further information or to request a copy of the Privacy Policy.

Potomac Asset Management Company, Inc. is a Maryland-based investment adviser established in August 1981. The firm offers private equity portfolios, separately managed accounts, and advisory consulting services. They tailor investment strategies to individual client needs, emphasizing risk profiles and unique portfolios. The firm does not participate in wrap fee programs and had $114,971,089 in discretionary assets under management as of December 31, 2016. Fees range from 0.50% to 2.00% annually for Qualified Professional Asset Manager Accounts, with hourly fees from $300 to $1000. PAM may waive or reduce fees based on client circumstances. The firm's investment philosophy focuses on risk, return, and diversification, aiming to maximize risk-adjusted returns through various strategies. PAM accepts performance-based fees from qualified clients and practices side-by-side management. Clients include high net worth individuals and pension plans, with a minimum account size of $5,000,000. PAM utilizes methods like charting, fundamental analysis, and cyclical analysis in managing client accounts. The firm's Code of Ethics prioritizes client interests, and they do not recommend securities in which they have a material financial interest. PAM has custody of client assets and provides discretionary investment management services. Clients receive quarterly account reviews and proxy voting services. The firm has not faced bankruptcy and maintains a stable financial condition.