Art Widmann started the firm in 1988 after he left his position as a senior financial analyst for CDA Investment Technologies. Although Mr. Widmann's background was in institutional pension consulting, he wanted to work more with individuals, charities, and small businesses. Mr. Widmann started the practice providing fee-based financial analysis and performance measurement services to local money managers and small businesses.
As the client base increased, so did our need for additional services and support. Over the years, we have conquered that challenge by building a successful team and becoming a full-service financial planning firm.
As the client base increased, so did our need for additional services and support. Over the years, we have conquered that challenge by building a successful team and becoming a full-service financial planning firm.
Services
Remember, you are always welcome to contact our office for a consultation or review of your account. Robert earned his bachelor of science degree in finance from Towson State University. He holds FINRA Series 7 and 66 securities registrations and is also licensed to write life insurance in Maryland.
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