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Wealth Advisors Group

Financial Planning & Wealth Management in Frederick, MD

50 Carroll Creek Way, Suite 270
Frederick, MD 21701
Phone: 301-695-7366 
Fax: 301-695-4780
Website: http://www.wealthadvisorsgrp.com
Email : david.urovsky@lfg.com
Address Map  |  Driving Directions

Welcome to Wealth Advisors Group
Wealth Management, Financial Planning,
Retirement & Investment Planning in Frederick, MD

History

David Urovsky, MBA, is Senior Vice President and founder of Wealth Advisors Group, an independent financial services firm providing comprehensive and holistic planning for individuals, families, and small businesses. For more than 20 years, he has helped Maryland residents toward achieving their financial goals through comprehensive financial planning and wealth management. Much more than a brokerage, our team of professionals plays an active role in the long-term success of our client’s financial lives. Our clientele is broad-based and includes school teachers, hospital employees, and small business owners who live and work in our community. Over the decades we’ve helped our clients work toward achieving their financial goals through well-conceived planning and commitment.

 


“Regardless of your given stage in life, there is always the potential
for improving your financial situation.”
-Dave Urovsky, MBA


Achievement

Our service to clients has resulted in many long-term relationships. We are honored by the confidence our clients have in us and the firm’s extremely high client retention rate. If you are looking for financial planning, wealth management, or a financial advisor in Frederick, Md or surrounding areas, we would sincerely welcome your inquiry.

Process

Our work process begins with you. We take the time to really get to know you as an individual. In our first meeting we’ll ask about your current financial circumstances - such as annual income and monies set aside for retirement. We’ll also discuss your anticipated finanial goals and the time horizons you have in mind. Following our study of this information, we’ll develop a customized financial plan that offers several approaches to investment - all of which are clearly defined, manageable and respond to the criteria you’ve provided. After you select the approach that seems most appropriate, we’ll finalize and enact the plan, using the vast array of financial products available in the marketplace.


Wealth Management

Wealth Advisors Group, located in Frederick, MD, offers three distinct investment management programs designed to respond to your semi-annual reporting, personal reviews, asset allocation/rebalancing, on-going wealth management advice, distribution planning, and income design. We invite your call to learn more about these programs and services.

Financial Planning

We have assisted many individuals in Frederick and throughout Maryland toward achieving their financial goals through achievable and manageable planning. When developing a plan, we not only determine the amount of wealth required to achieve your desired lifestyle but also study your entire financial situation. We examine the presence or potential need for such financial tools as insurances, modifications in estate planning to avoid long-term tax issues and more, thereby accounting for every aspect of your financial well-being.

David Urosky is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp, a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Wealth Advisors Group in not an affiliate of Lincoln Financial Advisors Corp. CRN-1282488-082515.

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Wealth Advisors Group

Financial Planning & Wealth Management in Frederick, MD

50 Carroll Creek Way, Suite 270
Frederick, MD 21701
Phone: 301-695-7366 
Fax: 301-695-4780
Email : david.urovsky@lfg.com
Address Map  |  Driving Directions

  


  
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