Aaron Troup

I specialize in working with federal employees and retirees, uniformed service veterans, and other public servants.

While I live and work in Maryland, many of my clients are located in other states or even internationally. My clients hire me because they want to make the most of their pensions, investments, and other benefits in order to live the way they want with minimal financial stress. "One size" does NOT best fit all, especially when it comes to government employees with their individual circumstances and specific workplace benefits. We help by designing customized retirement plans, managing investment portfolios, implementing critical tax strategies, and organizing financial matters for my clients and their families. Our focus on communication, technical ability, and personal attention to our clients is what sets us apart. My team is one of the largest and most experienced comprehensive financial planning practices in the area, with dedicated specialists in investments, planning, insurance, and more. We purposefully do business in a way that attracts clients looking for a long-term, objective planning relationship first and foremost. Our shared measure of success is whether you feel comfortable and confident making your many important financial decisions.