Our Core Values
Our advice and strategies come from a planning perspective – first we seek to understand your goals and values, then we model your unique situation on our powerful planning software. With that in place we can meaningfully address your hopes, concerns, and vision of the future.
Our diverse team thrives in a vibrant community filled with many kinds of people and families. We are a certified LGBT-owned business enterprise, welcoming many family and individual types.
We believe in working for a better world, and support businesses that uplift people, protect the environment, and have a positive social impact. We create investment portfolios with the same goals in mind, while meeting your needs for investment return and risk control.
Independence
We put you first, and strive to provide a service to our community that is transparent and fair. We are not allied with any particular financial product company. As fiduciaries in a fee-based structure, we value our independence, and continually search the financial world for strategies and products that work in your best interest.
CURRENT CLIENTS
Working with us
Three components of a solid financial foundation
Financial Planning
This is how most of our clients begin! We help you unpack your whole financial life to create a clear and orderly plan that gets you on the path to a sustainable financial future.
Investment Strategies
Thoughtful, professional investment management is a critical component of securing your financial future. By making a clear strategy, in line with your values and goals, you can stay patient and disciplined through everything the market and news cycles throw your way.
Insurance Evaluation
Insurance is our best friend in a tough situation. We want to help you evaluate your insurance coverage and needs, produce a clear understanding of your options, and fix it with you. We are completely independent.
Global warming, gender equality, environmental protection, human rights, worker protection, criminal reform, sensible gun laws – if these issues and more are priorities in your life, we invite you to learn more about how to align your investments with your values. We manage sustainable portfolios with these values embedded, using mutual funds from companies that are actively pushing corporations to be better citizens of our globe.
You have a vision of greater financial confidence, security, and opportunity. You can articulate your goals, and you are looking for a guide to help get you there. You are ready to approach the lifelong planning process with optimism, patience and discipline!
We are a planning-first team that loves helping people through all stages of their lives. We use the analogy of mountain climbing for our journey together.
Everything In One Secure Place
Imagine having all of your financial information securely in one place! – Spending/Budgeting, Investments, Insurance, Property, Cash Flow and secure document storage. We work together to build out your own Personal Financial Website for each of our comprehensive financial planning clients.
Bring your Vision to Life
We work with clients in many states while the Toler Financial Group office is in Maryland. These states include CA, CO, DC, FL, MA, NJ, NM, NY, PA, UT, VA, WA and WV. Contact us with any questions or to schedule a free initial consultation to discover how we can best help you with your financial goals.