Bryan Kuskie, AIF®

Guiding Your Financial Journey With Care

Why We Do What We Do

We believe life is meant to be enjoyed — not spent worrying over markets, paperwork, or complex financial jargon. That’s why we provide clear guidance, personalized service, and the tools you need to feel confident about your financial world. We are dedicated to helping you navigate your financial journey with confidence and clarity. We believe financial freedom empowers you to live a fulfilling life, both now and in the future. We’re not just your financial advisors; we’re your advocates and trusted guides.

We believe in exceeding expectations and providing a service that is truly exceptional. We believe in educating you, not just talking at you. We prioritize transparency and want to empower you with the tools and knowledge to understand your financial situation. We approach this with a human touch, making the process approachable, if not enjoyable. We are committed to our clients and don’t believe you’ll find another team with the unique combination of integrity, innovation, and heart who will work harder for you.

What Sets Us Apart: Authentic Relationships

Bryan Kuskie, AIF® prioritizes genuine connections. You’ll know his name, and he’ll know yours. No call centers, just personalized service.

Life-Centric Planning:

We help you create a flexible financial framework that addresses both your current needs and future goals, allowing for adjustments as life unfolds.

Personalized Understanding:

We take the time to truly understand your individual needs, desires, and circumstances, ensuring our guidance is tailored to your unique situation.

Technology That Empowers, Not Replaces

We believe technology should enhance your understanding and control, not replace the personal connection you have with your advisor. That’s why we have access to powerful tools to provide you with complete transparency into your investments and financial plan.

You’ll be able to create a consolidated view of your financial picture, including outside holdings, budget and spending, mortgages, insurance policies, and a secure document vault for essential legal documents like wills, trusts, health proxies, and powers of attorney. You can also explore various “what-if” scenarios, such as the impact of extending your retirement age or increasing your monthly retirement contributions, as well as analyze your budget and identify opportunities for small adjustments that could potentially make a big difference.

We understand that navigating new technology can be daunting. That’s why we’re here to help walk you through how to use this tool if it is something you’d like to do. Our goal is to empower you with the information, education, and tools you need to make informed decisions, while maintaining the personal relationship and guidance you value. We believe technology should work for you, not the other way around.

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Let’s Start the Conversation

Whether you have a quick question, want to schedule a consultation, or simply want to learn more about how we work, we’re here to help.

Contact Information

Phone: (301) 444-3445
Office Address:
11805 Emerald Green Drive,
Clarksburg, MD 20871

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Office Hours

Monday – Friday: 9:00 AM – 5:00 PM
Evenings & Weekends: By Appointment

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