Financial Planning is a marathon, not a sprint
Creating a roadmap to help you achieve your dreams

At Fenwick Financial, our objective is to provide you with reliable information and sound advice so that you will feel confident in all of your financial planning decisions.  We take your whole financial picture into consideration.  We are relationship-oriented, not product-oriented. In building relationships, we design strategies that are aligned with your stated objectives.

Financial planning will give you a foundation for making sound decisions throughout your lifetime.  Our role is to help make sure that each step of the journey is integrated with the ones that came before to help ensure that you reach your goals.

We provide the following financial services:
  • Wealth accumulation
  • Education funding
  • Review of Corporate Benefits
    • Stock options
    • 401K Investments
    • Life, Disability, Health and Long Term Care
  • Business Succession Planning
  • Charitable Giving Strategies
  • Estate and Legacy Planning
Tell A Friend Tell A Friend

Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS.  Kestra IS and Kestra AS is not affiliated with Mosaic Asset Partners, LLC.  Kestra IS and Kestra AS do not offer tax or legal advice.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS and Kestra AS Compliance Department at 737-443-7101.

Check the background of this financial professional on FINRA's BrokerCheck.

This communication is strictly intended for individuals residing in the state(s) of MD. No offers may be made or accepted from any resident outside the specific states referenced.