Annapolis Wealth Management
Annapolis, Maryland
1910 Towne Centre Boulevard
Suite 250
Annapolis, Maryland 21401
Phone: 703.682.1467
Fax: 571.222.1000
Our Annapolis wealth management team can work with you to create a personalized financial plan designed for your big picture.
As a fiduciary, our team puts your interests first to help you achieve your financial goals, whether that’s giving back to the community, saving up for the future, or savoring today. In addition, we provide mindfulness-based emotional and social intelligence programs to empower our employees, clients, and the communities where we live and work to hone skills and practices that help us all be fully present and intentional in our lives and relationships.
Our holistic approach includes in-house wealth management expertise, such as investment management, private investment advisory, estate planning, philanthropy, tax planning, equity compensation guidance, business succession, and other specialized financial services.
Driving Directions
Meet your Annapolis wealth management team
As a lead advisor in our Washington, D.C. office, I help to service our clients on the Eas...
View ProfileJesica Ray, CFP®, CDFA®
Lauren Mercer serves as an advisor in Brighton Jones' Washington, D.C. office.
View ProfileLauren Mercer, CFP®
As a Business Development Specialist, I help our clients live a richer life by understandi...
View ProfileMatthew McKenney
Meet your Annapolis wealth management team
“Brighton Jones has a family feel to how they approach client relationships. It’s not just a transaction for them but that they truly have our best interests in mind.”
Dan S., Brighton Jones client