Garrison Forest Advisory Group of Milford Mill

Garrison Forest Advisory Group of Milford Mill is a financial planner in Milford Mill, MD. The firm works with individuals and businesses on wealth planning, retirement planning, investment management, and specific goal planning, addressing short, medium, and long-term financial objectives. Its team includes David Baitel, RICP, and Marcello DiFrancesco, both Partners and Wealth Planners, along with Partner and Wealth Planner Michael Lentz, and Wealth Planner Alex Knapp. The firm operates with a team approach so that multiple advisors are accessible to each client, and it maintains a process that begins with defining the relationship and establishing priorities before moving into strategy meetings, plan delivery, implementation, and ongoing monitoring.

The firm's financial planning work follows a five-step structure: defining the relationship and understanding objectives and fees; establishing, understanding, and prioritizing goals; holding strategy meetings that verify data and highlight strengths, weaknesses, opportunities, and threats; delivering the plan with custom recommendations and time-sensitive goals; and finally implementing the plan with yearly reviews and a monitoring strategy agreed upon by client and advisors together. Retirement planning, investment management, and tailored specific goal planning are offered alongside this core process. David Baitel has been practicing as a Wealth Planner in the Baltimore area for nineteen years. Marcello DiFrancesco grew up in Silver Spring, Maryland, and has made Baltimore his home. Michael Lentz has been in the business since 2009. Alex Knapp, originally from Upstate New York, has been based in Baltimore since 2022.

Garrison Forest Advisory Group holds a rating of 5.00 based on the customers who have reviewed it.