Accordant Advisory Group

EST. AUM
$277,973,372

CONTACTS

CLIENT ACCOUNTS
471

Firm Details

Metro area Baltimore
CRD Number 117474
Website planaccordingly.com
Client types

Overview

Accordant Advisory Group is an Annapolis, Maryland-based wealth management and financial planning practice. The firm provides retirement planning, investment management, wealth and legacy planning, and business-owner financial planning services. The practice is led by David McKee, who brings more than 30 years of experience and emphasizes personalized advisory relationships, customized planning, and long-term wealth preservation strategies.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Accordant Advisory Group

Platform Details

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