Prudent & Adaptive Advice

Welcome to Mid-Atlantic Wealth Advisory Group, a client centric financial advisory firm. Here you'll find a wealth of information about our unique, detailed approach to planning and investing for our individual and business clients.  Mid-Atlantic provides long-term, practical financial guidance in a world with increasing change and uncertainty. 

We offer professional services with fresh perspective for individual wealth or retirement planning, business solutions, group benefits, college savings strategies, protection and estate planning.  Our team also provides investment advisory and management services for individual, business, trust, foundation, pension, and corporate account assets for a host of clients.  

As an independent firm Mid-Atlantic Wealth Advisory Group can truly be objective when recommending specific strategies, investments, or other financial instruments.  That independence is supported by Cetera Advisor Networks' national team of professionals.  We also utilize third-party custodians to insure complete transparency for our clients.

Securities are offered through Cetera Advisor Networks, which is a well-established comprehensive planning firm that opened its doors in 1983.  Since that day their network of professional advisors, staff, and specialists have prided themselves on maintaining value-based, long term client relationships built on integrity and fostered by trust.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your financial situation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you easy access to market performance data and timely information on various financial topics. We hope you take advantage of this resource and visit us often!