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Experience matters.

With over 100 years of financial industry experience, our team focuses on developing a tailored financial plan with smart and unique investment solutions to help you achieve your life goals.

Your Goals, Our Strategies

Discover an array of services for all your financial needs.

  • Investments

    Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

  • Retirement

    Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

  • Estate

    Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 100 years of collective experience, we'll help secure your legacy for generations to come.

  • Insurance

    Our dedicated professionals can help create the insurance strategy you need. Protect your family from the financial consequences of life's unexpected events with our help.

Meet Our Team

Put a century of combined experience to work for you.

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

About Us

With over 100 years of financial industry experience, our team focuses on developing a prudent financial plan with the right investment solutions to help you achieve your life goals.

As an independent firm, we offer you a personalized financial strategy that is based on your unique situation:

1) Our planning is designed to account for changes, both in the financial markets and your personal life, so that we can work with you through every stage of your life.

2) Our approach to investing is straightforward.  As we work together, we will explain the investment strategies and recommendations, so that you are fully comfortable with every aspect of your portfolio.

3) Our team is here to help with more than just your money.  We aim to provide a greater level of service, without increasing the cost. 

4) Our process is designed to help our clients achieve financial independence through professional advice, sound risk management, quality investment products, and personal service.

Connect With Us
Scott A. McCaskill

Scott A. McCaskill, CFP®

Certified Financial Planner™ (CFP®)

301-668-7366

301-662-7781

Cindy Gordon

Cindy Gordon

Client Advisory Member

301-668-7366

301-662-7781

Linda Doyle

Linda Doyle

Administrative Assistant

301-668-7366

301-662-7781

Lisa Brandenburg

Lisa Brandenburg

Client Services Specialist

301-668-7366

301-662-7781

Heidi Horine

Heidi Horine CERP

Client Experience Coordinator

301-668-7366

301-662-7781

Financial Planning

We offer full service financial planning that takes a holistic view of your entire situation.  From education planning and tax strategies, all the way to retirement planning and estate management...we are with you through every step of the financial planning process.

Our ultimate objective is to make sure you achieve your financial goals.  By utilizing an intelligent financial planning process, we focus on what is important to you, both now and for your future.

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Investment Management

Our investment management programs offer a variety of services specific to your situation.  We tailor these programs based on your investment goals, risk tolerance, tax situation and time horizons, in order to build a smart, cost-efficient program to help you achieve your financial goals.

In managing your asset portfolio, we utilize smart technology and cost efficient investment strategies in an effort to reduce your overall risk and maximize your returns.  Our advisor managed portfolios implement progressive strategies while being proactive to adapt to changing market conditions.

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Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.
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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.
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How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
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