Bayspan Wealth Group

Do you worry that inflation, taxes or other unforeseen factors may diminish your hard-earned assets? Using our exclusive Confident Retirement® approach, we provide personalized recommendations for asset management strategies, proper insurance coverage and solutions for long-term care costs. We also offer estate planning strategies that can help mitigate the effects of taxes and exit and succession strategies from businesses. Our practice is dedicated to helping clients feel more confident about preserving their wealth so they can be free to live life brilliantly.


Advisors

Howard N Gun, Financial Advisor serving the Brookeville, MD area - Ameriprise Advisors

Howard N Gun

CFP®

Financial Advisor

Visit Howard N Gun's website
David M Repko, Private Wealth Advisor serving the Brookeville, MD area - Ameriprise Advisors

David M Repko

CFP®, MBA

Private Wealth Advisor

Managing Director of Bayspan Wealth Group
Visit David M Repko's website
Timothy V Twiss, Financial Advisor serving the Brookeville, MD area - Ameriprise Advisors

Timothy V Twiss

CFP®

Financial Advisor

Visit Timothy V Twiss's website
Mark J Leach, Financial Advisor serving the Brookeville, MD area - Ameriprise Advisors

Mark J Leach

CFP®

Financial Advisor

Chief Operating Officer of Bayspan Wealth Group
Visit Mark J Leach's website
Alan M Vassar, Financial Advisor serving the Brookeville, MD area - Ameriprise Advisors

Alan M Vassar

APMA®

Financial Advisor

Senior Vice President of Bayspan Wealth Group
Visit Alan M Vassar's website
David Conrad, Financial Advisor serving the Brookeville, MD area - Ameriprise Advisors

David Conrad

CFP®

Financial Advisor

Visit David Conrad's website
Matthew Repko, Private Wealth Advisor serving the Brookeville, MD area - Ameriprise Advisors

Matthew Repko

MBA, CFP®

Private Wealth Advisor

Managing Director of Bayspan Wealth Group
Visit Matthew Repko's website
Ryan D Wizov, Financial Advisor serving the Brookeville, MD area - Ameriprise Advisors

Ryan D Wizov

Financial Advisor

Visit Ryan D Wizov's website
Dennis Daye, Financial Advisor serving the Brookeville, MD area - Ameriprise Advisors

Dennis Daye

Financial Advisor

Senior Vice President of Bayspan Wealth Group
Visit Dennis Daye's website
Tom Duncan, Financial Advisor serving the Brookeville, MD area - Ameriprise Advisors

Tom Duncan

Financial Advisor

Visit Tom Duncan's website
Samantha Long, Financial Advisor serving the Brookeville, MD area - Ameriprise Advisors

Samantha Long

CFP®

Financial Advisor

Visit Samantha Long's website
Daniel Kuhn, Financial Advisor serving the Brookeville, MD area - Ameriprise Advisors

Daniel Kuhn

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Daniel Kuhn's website
Matthew McGovern, Financial Advisor serving the Brookeville, MD area - Ameriprise Advisors

Matthew McGovern

Financial Advisor

Visit Matthew McGovern's website
Paul Bird, Financial Advisor serving the Brookeville, MD area - Ameriprise Advisors

Paul Bird

Financial Advisor

Visit Paul Bird's website