Capital Financial Partners Welcomes Michael Alessi Jr. as Senior Wealth Management Advisor and Retirement Plan Consultant
Capital Financial Partners, LLC, a private wealth management firm based in Baltimore, is pleased to announce the addition of Michael Alessi Jr. as Senior Wealth Management Advisor and Retirement Plan Consultant.
Capital Financial Partners Launches Partnership with Meridian Tax Advisory, LLC — Bringing Integrated Tax and Advisory Services to Clients
Capital Financial Partners, LLC, a private wealth management firm based in Baltimore, today announced the launch of a partnership with Meridian Tax Advisory, LLC, a tax planning and advisory practice established to deliver comprehensive tax services to clients and the broader community. Todd Evans and Ryan Salah, partners at Capital Financial Partners, will hold ownership interests in Meridian Tax Advisory, reflecting the firms' shared commitment to integrated, client-centered planning.
Capital Financial Partners Introduces Digital Estate Planning Access Through Wealth.com
Capital Financial Partners, LLC, a private wealth management firm based in Baltimore, today announced the launch of a new estate planning service offering through its relationship with Wealth.com, a leading digital estate planning platform.
Capital Financial Partners, LLC Welcomes Michele Beernink as Director of Private Wealth Services
Capital Financial Partners, LLC, a private wealth management firm based in Baltimore, is pleased to announce the addition of Michele Beernink as Director of Private Wealth Services.
