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Our Story

We provide financial services to individuals, families, and business owners.Our firm was founded by Paul Sortino, a CERTIFIED FINANCIAL PLANNER™ professional, with the goal of defining a clear bridge from clients’ current situation to their financial objectives. While working on an accounting degree, he realized that financial services and tax and accounting services complemented one another. By offering financial services and working closely with accounting partners, he could develop a comprehensive solution that addresses both tax strategies and financial planning.

We understand the complexities of the financial services industry. Many people don’t have the time or knowledge to confidently manage their assets or develop strategies for retirement. We seek to address these challenges and offer a helping hand, explaining complicated concepts in terms that are easy to understand. We believe that by explaining confusing concepts in a simplified way, clients may better understand the options available to them and feel more confident in making educated decisions.

Whether we’re working with individuals or businesses, our goal is to provide financial guidance and serve as a resource for their financial needs. We work as a team and, with a comprehensive background in the financial services industry and partners in the accounting and tax industries, we can assist clients with a number of different concerns or questions.

Based in the Baltimore area, we work with clients throughout Maryland and the surrounding states. We are available to meet with clients in our office or at the client’s home, office, or place of convenience.

Paul Sortino is a Registered Representative and Investment Adviser Representative of Equity Services, Inc.