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 727-233-1951, Florida   
 410-878-2999, Maryland

Financial Services

About Picket Fence Financial, LLC

Imagine you’re swinging on a porch swing at your house surrounded by a white picket fence. You feel secure, relaxed, and comfortable. Our mission is to provide this peace of mind to you, at least in your financial life. This is why we named our firm Picket Fence Financial.

We chose for our financial services to be fee-only because we believe it is the most ethical form of compensation for financial advisors. We believe the American public has been poorly served by Wall Street due to its sales focused tactics. We want to do what is right for you and your financial life, not focus on sales quotas.

At Picket Fence Financial, we are more than justfinancial investments. While financial investments are important, our goal is to take the burden of planning your financial life off your shoulders. Our financial advisors serve as your financial architect. You tell us what you want your financial life to look like, and we work with your accountant, lawyer, insurance representative, and others to build your financial house. And we follow-up over the years ensuring your financial life is progressing as planned.

Serving residents in Florida and Maryland, our financial advisors can help you and your family with the following financial services:

When you are ready to take control of your financial life, we offer a complimentary, initial meeting with one of our financial advisors to discuss your concerns. In the meantime, we invite you to sign up for our free, monthly email newsletter. By signing up, you will receive articles, podcasts, webinars and videos that will help improve your financial life – even if you never become a client.



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