Garrison Forest Advisory Group of Randallstown

Garrison Forest Advisory Group of Randallstown is a wealth management firm in Randallstown, MD, serving individuals and businesses through financial planning, retirement planning, investment management, and specific goal planning. The firm works with clients on short, medium, and long-term financial goals using a team approach, with multiple advisors contributing to each plan. It holds a rating of 5.00 based on publicly available customer reviews.

The firm is led by partners David Baitel, RICP, Marcello DiFrancesco, and Michael Lentz, each working as a wealth planner, alongside wealth planner Alex Knapp. David Baitel has been in practice as a wealth planner in the Baltimore area for 19 years, while Michael Lentz has been in the business since 2009. Marcello DiFrancesco was born and raised in Silver Spring, Maryland, and has made Baltimore his home. Alex Knapp, originally from Upstate New York, has been based in Baltimore since 2022. Together, the team operates on the principle that input from multiple advisors leads to higher quality financial plans, and they describe themselves as objective and client-centered.

Garrison Forest Advisory Group follows a defined five-stage financial planning process that begins with defining the relationship and understanding the client's objectives, concerns, and fees. From there, the team establishes and prioritizes measurable goals, holds strategy meetings to verify data and identify strengths, weaknesses, opportunities, and threats, delivers custom recommendations with specific time-sensitive goals, and then moves into implementation and ongoing annual monitoring. Their retirement planning, investment management, and specific goal planning services follow this same structured, educational approach.

The office is located on Reisterstown Road, and the firm is known among those who have reviewed it for the quality of its service.