Wes Battle

With over 15 years of experience as a Financial Advisor, I've dedicated my career to unlocking the secrets of financial planning and serving as a beacon for those navigating the complex waters of federal benefits. As a Certified Financial Planner® (CFP®), I've spent the better part of the last two decades providing comprehensive financial planning, consistently expanding my knowledge base to better serve you. In 2014, I added the Chartered Federal Employee Benefits Consultant® (ChFEBC®) designation to my arsenal, followed by the Accredited Investment Fiduciary® (AIF®) accreditation in 2015. These aren't just titles; they're a testament to my relentless pursuit of excellence in service to my clients.

I founded my firm with one goal in mind: to be your all-in-one financial haven. We've got the resources, the network, and the drive to answer all your questions and provide the solutions you need – but what sets us apart is our dedication to you. We're not just about numbers; we're about people. What truly fuels me is the opportunity to light the path to a confident retirement for my clients. There's nothing quite like the 'light bulb' moment when a client grasps the value of our services. It's in these moments of clarity and the unexpected ways we can assist that I find the most joy in my work. My ultimate goal is to instill confidence in your financial plan and create a space where you feel comfortable sharing your concerns. I want you to know that, together, we will find the solutions you need.

On a personal note, I'm a proud resident of Odenton, Maryland, where I live with my wife, Hillary, and our three energetic boys. I'm an active member of the Financial Planning Association and the Church at Severn Run in Odenton. Outside of work, you'll find me spending quality time with my family, staying active, and exploring the world. Balance is the key to a happy life, and it's my mission to help you find that equilibrium in your financial life.

Whether you're a former client or a prospective one, I want you to leave here knowing one thing: I'm the advisor who will do the hard stuff, who will stand by you, and who will help you achieve the financial future you've always envisioned.

Make an appointment: https://calendly.com/wesfp/cscheduled