


ABOUT
We believe in providing bespoke white-glove service for our clients because we know that every client is different. Our focus on business owners, entrepreneurs, founders, and their families is personal to us because we too are business owners.
As a family business, we have a depth of understanding of what our clients want, what they need, and how to get them there.
We take a different approach to our work with business owners. Instead of focusing on gathering assets and assisting with investment accounts; we focus on implementing financial plans based on the personal, qualitative, and business ownership aspects of our clients’ lives. This isn’t an approach most advisors take because they cannot truly relate to business ownership. We get it, we get you, and our sole purpose is to help you, your family, and your business thrive. Our years of experience, not only as business owners but as business consultants means we can help you with aspects of your business that you may not even think about
$3B+
Assets Under Advisement
6+
Businesses founded as a serial entrepreneur
85k+
Business & Real Estate Network
15+
Years in Industry
CONTACT
Inquiries
For any inquiries, questions or commendations, please email, or fill out the following form
Contact Us
Home Office
P.O. Box 767
2323 Rock Spring Road
Forest Hill, MD 21050
Cell: 215-740-5320
Maryland
Coming Soon
Pennsylvania
eXp Commercial LLC
Jennifer Botchway, Designated Broker
1848 N Hancock St, #C,
Philadelphia, PA 19122
855-452-0268
New Jersey
eXp Commercial, LLC
Jeffrey Kist, Licensed Real Estate Broker
28 Valley Rd Suite 1,
Montclair, NJ 07042