Find financial services in Bowie

Use this site as an important resource as you plan for your financial future. Please bookmark it now and return frequently, as I am constantly adding new material for your use. After addressing the financial needs of financial institutions, government, and not for profit clients for 10 years as an auditor and consultant for one of the remaining "Big

Intelligent and successful individuals, families and business owners, our clients want to be good stewards of what they have accumulated. Yet they are challenged by time constraints, as well as the complexities and nuances of transitioning to a different stage of their financial lives. Regardless of the circumstances, our clients came to us concerned

Cecelia Smith-Budd (Owner) and her associates have substantial backgrounds in finance. Her experience includes being a full-charge bookkeeper for over fifteen years, 10 years investment experience with a Wall Street firm where she was licensed for Series 7 and 63 (Broker), and Series 24 (Mutual Funds). She was certified in 1991 by H&R Block for Individual

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