TAM Financial Advisors, LLC

Financial ServicesMaryland, United States2-10 Employees

TAM Financial Advisors is an independent, fee-only financial planning and investment management company working with families and businesses since 2004. We focus on risk management, goals-based financial planning and developing individualized investment portfolios based on each clients' risk tolerance and time horizon. We work with businesses to maximize tax efficiency with a special focus on designing retirement plans that can allow small business owners with strong cash flow to defer substantially more income than offered by just a 401k profit sharing plan or SEP-IRA.

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