DeFrehn Consulting Employee Directory

Financial ServicesMaryland, United States2-10 Employees

DeFrehn Consulting is a financial services firm based in Adamstown, Maryland, offering personalized financial guidance for business owners and their families. The practice emphasizes integrating personal and business finances to support informed decision-making, with services centered on investment management, retirement plan oversight, and life-based insurance products. As a dual-registered entity—an independent registered investment advisor with access to a large brokerage infrastructure—the firm provides both advisory and brokerage capabilities to clients, aiming to align incentives with long-term, reliable outcomes and to avoid minimums in service. Its clientele includes individuals and small business stakeholders seeking fiduciary-conscious retirement plan management, participant education, and fiduciary risk mitigation, with the firm explicitly noting fiduciary services under 3(31) and 3(38 frameworks. The organization positions itself within the financial services industry as a small, client-focused advisory practice designed to integrate personal and business financial needs in a structured, fee-based model.

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