Back to Search Favorites List

Graham Ewing (CFP®, MBA)

Graham Ewing focuses in the
following client markets or areas of practice:

  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

I also specialize in United Parcel Service (UPS) employees. Here are a few of the questions that we help answer:

  • What should I do about the concentration risk associated with all my UPS stock?
  • What tax planning opportunities can I take advantage of with my UPS stock?
  • What pension option should I choose when I retire?
  • What are my retiree health insurance options?
  • How does Net Unrealized Appreciation work with UPS Stock in my 401(k)?
  • How should my 401(k) be invested?

 

NAPFA Start Date

April 08, 2013

Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit
Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit

This Office

11019 McCormick Rd Suite 200 Hunt Valley, MD 21031 Phone: (410) 823-7283
View
Visit Website