Who We Serve

TAM Financial serves a select group of discerning clients who value personal, highly individualized service. Unlike advisors who strive to build their practice by expanding the number of clients they serve, we limit our clients to include only those individuals and families who are an ideal fit with our team and our approach to wealth management. We grow our practice by increasing our assets under management (AUM) through the growth of each client’s private portfolio.

While we’ve been told we’re limiting our own growth potential, we believe this approach is the only way to ensure each client receives the time and attention needed to build and maintain a level of personal relationship that results in mutual trust, reciprocal respect, and uncommon results.

About TAM Financial

Contact Details

TAM Financial Advisors, LLC
1441 Pleasant Lake Road
Annapolis, MD 21409
Phone: 410-349-4484
Fax: 410-349-4480
Website: www.tamfinancial.net
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Disclosures

All information contained herein is for informational purposes only and does not constitute a solicitation or offer to provide financial advice or investment advisory services. Such an offer can only be made in the states of Maryland, Virginia and DC where we are registered as an investment advisor. Read more >

Account Access

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