Mary N. McEachern has over 30 years of experience as a financial advisor and with her team offer comprehensive wealth management to successful families, business owners, executives, retirees, and professional athletes.  Read how Mary's credentials set her apart

The team’s Signature Wealth Management approach includes creating easy-to-understand investment plans. Through a collaborative process, we build, manage and monitor investment solutions designed to meet your vision for the future.

With offices in Washington DC and Sarasota, FL, the team’s experience, reputation and client service standards are the foundation for long-term client relationships.

Letter to clients

A New Look from the Brink of Historic Tax Reform

Premier Advisor Announcement

Integrated Wealth Plans

Your plan is the foundation for building and managing your wealth. It’s personally designed just for you and focuses on your unique objectives and goals. Learn More



Personalized Investment Portfolios

Your investment portfolio begins with your unique goals and objectives. We believe in a thoughtful long-term investment approach.  Learn More



Wealth Management Team

We connect our years of wealth management experience and make a commitment to assist you and your family with personalized wealth planning for a lifetime. Learn More