Helping people achieve financial freedom
through education and implementation of
winning financial concepts Since 2002!

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OUR STORY

It was the end of 2002, after 13 years in the retail industry and my 5th move with the same company I was sick and tired of being sick and tired. I decided to take control of my life, so I took a leap of faith in a new career.  2007 I earned my Regional Vice President position and have been managing a team of financial professionals serving clients in the Mid-Atlantic ever since!

I now control my time and income, and I LOVE that for almost 20 years we've been helping families gain the same financial freedom we found. There is no greater feeling than being able to run my own business and maintain my family responsibilities as a husband and father. This freedom has been my driving force in helping other families.

 

My name is Gordon Margerum and my team is ready to get to work for you! Contact us today >>

 
 

SERVICES

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Investments

Properly allocate your funds so that your money works for you.

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Retirement Planning

Determine your retirement income goals and the actions necessary to achieve them.

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College Savings

Invest for your child's future.

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Business Retirement Plans

Do you own a business? Minimize your cost, retain elite staff, and provide tailor fitted benefits packages. Let us find the best plan for your business today!

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Debt Elimination

Do you know your debt free date? Every dollar that goes to debt, can't go to savings. Our debt elimination strategy helps you obtain financial freedom sooner. 

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Insurance 

This is the foundation of your financial house. Protecting your income is a pivotal part of any financial plan. Family needs are always changing. Make sure you're properly insured today.

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Financial Licensing

Have you thought of working in the finance industry? We sponsor individuals to get licensed and are always looking for new team members. No experience is needed. Learn more about joining our team >>

MEET OUR PARTNERS

CONTACT

Please reach out anytime via the form below, or tap here to view my calendar and schedule a virtual meeting at your convenience. I look forward to speaking with you!

Thanks so much, we'll be in touch soon!

Main Office

11419 Cronridge Dr, Suite 8

Owings Mills, MD 21117

​Office:  410-484-9638

Mobile: 443-398-4448

Fax:      410-484-9639

Need more info?

Let me share with you a free 17-minute video titled 7 Steps to Creating a Clear Financial Vision, with principals to help you start taking action today. I will personally reach out to you after viewing to see if I can be of assistance in your journey.

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