Phoenix Private Wealth is an experienced investment advisory and financial planning practice within Equitable Advisors - a New York Stock Exchange Member and investment management team headquartered in Columbia, Maryland. Our team’s goal is to deliver financial advice and solutions that help clients make sound financial decisions and navigate the challenges and uncertainties that inevitably accompany long-term investing.
Led by David Baker, CFP®, ChFC®, RICP®, AIF® and Ken Handy, we advise successful individuals, business enterprises, medical practices, and non-profit organizations. We provide guidance on a wide range of financial matters, including sophisticated financial planning, investment management, tax planning, retirement income planning, education funding, and inter-generational wealth transfer.
Our business is built on a foundation of thoughtful client relationships and listening first. Our process involves understanding the wishes and desires of our clients first. We will then put in the work to find the best solutions from a fiduciary standpoint to keep their priorities the priority.
We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way.
Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.
We understand how difficult it can be to plan for the future. That’s why you and your family will never feel like you are walking this path alone. Instead, we want to work with you, in a true collaboration, so your vision is combined with our experience in helping people systematically reach their goals.
We are a full-service wealth management firm committed to helping people pursue their financial goals. [We/I] offer a wide range of financial products and services to individuals and business owners and are dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.
1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.