THE PLANNING COMPANIES LLC
CROFTON, MD

TPC Wealth Management LLC is an independent estate, retirement, and financial planning business with offices in Maryland and Florida. Our primary mission is to provide sound financial strategies and advice as part of a complete estate and retirement plan for our clients. We partner with other professionals such as attorneys, real estate professionals, mortgage officers, and others to ensure our clients have access to the advice and expertise they need for total planning. Whether you’re a client, someone who has attended one of our workshops, or someone searching for a trusted advisor, we hope you find the information on this site to be helpful and informative. TPC Wealth Management is a small independent firm with big goals. Our primary goal is to add value by providing our clients with the very best in estate and retirement planning. We are unique in many ways – we know that our credentials and expertise set us apart from the ordinary advisors practicing today. As a CFP, CPA and an Ed Slott Elite IRA Advisor, and with an MBA in Finance from the top-ranked University of Chicago, Allison brings unparalleled knowledge and expertise to the financial side of planning. At the same time, Marty uses his expertise as a Certified Estate Planner to focus on the big picture. Together we provide our clients with a true plan – a roadmap to take you through the best years of your lives with security and peace of mind. TPC Wealth Management LLC is an independent estate, retirement, and financial planning business with offices in Maryland and Florida. Our primary mission is to provide sound financial strategies and advice as part of a complete estate and retirement plan for our clients. We partner with other professionals such as attorneys, real estate professionals, mortgage officers, and others to ensure our clients have access to the advice and expertise they need for total planning.