Team profile

Our Approach

Ellicott Mills Wealth Management offers financial planning services to families, individuals, and business owners who have found success but desire a financial advisor to help them navigate life's complexities when it comes to their financial plan.

Areas of focus

  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Small Business
  • Social Security Retirement Benefits
  • Retirement Planning Strategies
  • Investment Management
  • Insurance

Awards & recognition

  • Harry Slade III, Forbes Best-in-State Wealth Advisors, 2022-2023
  • Ellicott Mills Wealth Management, Forbes Best-in-State Wealth Management Teams, 2025

Community participation

  • Knights of Columbus
  • Kiwanis Club Ellicott City
  • Friends of Patapsco Valley State Park
  • Hunters and Farmers Feeding the Hungry

Our photos

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