Financial Partner

Sequoia Investment Strategies LLC is an independent financial services firm located in Towson, MD, committed to providing clients with a diverse array of non-proprietary investment options. Led by Matthew L. Lowry, CFP, the firm focuses on delivering high-quality financial consulting tailored to meet individual needs. As a partner of LPL Financial, Sequoia Investment Strategies supports financial advisors in safeguarding clients' wealth while offering comprehensive research and insights into market trends. The firm emphasizes a client-centric approach, ensuring clients are informed about the economic factors that could impact their financial well-being. Generated from the website

L K Benson & Company, based in Towson, MD, is a fee-only financial advisory firm founded in 1994 by Lyle K. Benson, Jr. The firm specializes in providing personalized financial planning and objective advice, prioritizing clients' interests and fostering deep, lasting relationships. With a team of experienced Certified Public Accountants, L K Benson & Company offers expertise in tax and estate planning, ensuring clients receive comprehensive support for their financial needs. The firm is committed to transparency, effective communication, and continuous learning, positioning itself as a trusted partner in navigating complex financial landscapes. Generated from the website