Kalorama Wealth Strategies is a fee-only investment advisory and financial planning company. Kalorama?s mission is to help LGBT individuals and allies achieve greater financial security and independence by providing independent and objective advice customized to meet the needs of each client. Whether you are seeking to create, accumulate, or preserve wealth, Kalorama Wealth Strategies can help you develop strategies to achieve your goals. Our investment advisory and financial planning services are structured on a fee-only basis so that our interests are aligned with yours. We are compensated solely by our clients and do not accept commissions or compensation of any kind from any other source. This includes transactions involving mutual funds, stocks, bonds, insurance, annuities, or any other commissioned product. Our focus is on strategies, advice, and client service, not products and sales. You can rest assured that any strategy we recommend is in your best interest. Kalorama specializes in the development and implementation of investment and retirement plans, and the prudent management of assets, the essential building blocks necessary for you to achieve your financial goals. Kalorama can also assist you with other aspects of your financial plan, including cash flow management and net worth analysis, insurance review, tax analysis, and estate plan review. Initial consultation is complimentary.
The William Moran Group seeks to provide clients with access to not only highly sophisticated financial strategies, but also an exceptional service experience. The group utilizes an extensive wealth management process that is consistent and disciplined. Clients include high net-worth individuals, families, businesses, associations and endowments.
Our team is acutely aware of your needs and concerns. Addressing your complex financial needs successfully will require a strategy that goes far beyond investment advice to integrate retirement planning services, access to banking services, trust and other considerations. It is only then that we can help you secure your financial future and make sure your legacy is carried out according to your wishes. We have both the knowledge and the experience to help you along this path.
Mr. William Moran has been with Merrill Lynch since 1986. He provides a wide array of investment services to clients. Bill is the leader of Merrill Lynch’s nationwide LGBT Financial Services Team. He is acutely aware of the specialized needs of the diverse LGBT community. Bill was awarded the 2014 Merrill Lynch Leadership & Inclusion Diversity Award. He is also a member of the Merrill Lynch Global Wealth & Investment Management Diversity & Inclusion Council.
Bill is a current member and former President of the Board of Directors of Food & Friends, a local non-profit that provides meals to people with HIV/AIDS and other life threatening illnesses. Bill is also a board member and the current treasurer of the Gay Men’s Chorus of Washington DC. Prior to joining Merrill Lynch in 1986, Bill graduated with honors from Hiram College in Ohio.
Ms. Cheronda Albury joined the team in 2014 as a fully-licensed client associate with over 20 years of experience at Merrill Lynch. Cheronda manages client service, supports the wealth management process, and holds administrative responsibility for the team.
Third Eye Associates, Ltd. is a Registered Investment Adviser with offices in Washington, DC, New York City and Red Hook, NY. We are dedicated to providing indispensible service to our clients in integrating their life and their money. We value their diversity, passion, knowledge, and experience, and provide support as life evolves.
FINANCIAL ADVICE YOU CAN TRUST
Toler Financial Group provides families and businesses with professional financial management to help navigate through life’s risks and rewards. We can help you bring greater order and certainty to your finances, develop a strategy for meeting your goals and guide you in fulfilling them. We specialize in planning with individuals and families of all types – traditional, LGBTQ, unmarried, second/blended – families with special needs children, Federal and Military employees, small business owners, schools, non-profits and professional practices. We offer free financial seminars as a way of giving back to our community.
FREE Initial Consultation – schedule right on the website – office in downtown Silver Spring
- Financial Planning
- Investment Management – including socially responsible portfolios
- Insurance placement
- Free Seminars for your Workplace or Community Organization
Whether you’re 26 or 62, I can help you aim toward financial fitness and meet your long-term financial goals through a personalized, comprehensive program.
Headquartered in Bethesda, Maryland, First Financial Group is a complete financial services firm – one of the largest independently owned businesses of its kind in the Mid-Atlantic region. The firm employs over 140 representatives and 1,200 licensed brokers.