Prostatis Financial Advisors Group

Four-time award-winning Prostatis Financial Advisors Group—named Central Maryland’s 2026 Best of by What’s Up? Media.*
410-863-1040

[Prostatis Financial Advisors Group @ProstatisFinan1]

Trying to make sense of retirement planning doesn’t have to be overwhelming. Our YouTube channel shares straightforward insights on taxes, income, and long‑term planning—without the noise.

▶️ Subscribe to Prostatis Financial on YouTube for clarity you can actually use: https://t.co/wY7vPTeZq0

[Prostatis Financial Advisors Group @ProstatisFinan1]

Many retirees believe the safest move is stepping away from the market completely, but that decision can quietly create new risks you didn’t plan for. In this episode, we break down how income-first planning and smart risk buckets can help you retire with confidence instead of fear.

Watch the latest episode of The Savvy Investor on our YouTube channel 👉 https://t.co/gj9WUcH0WW

[Prostatis Financial Advisors Group @ProstatisFinan1]

Are you really prepared for retirement… or just hoping everything works out?

This week on The Savvy Investor Radio, Mike and Ryan break down:
✅ The biggest retirement tax myth
✅ How to replace your paycheck with reliable income
✅ And how to build a plan so you don’t run out of money

With so much market uncertainty today, having a strategy matters more than ever.

🎧 Listen live on WCBM AM 680:
Friday @ 6 PM
Saturday @ 3 PM
Sunday @ 10 AM

[Prostatis Financial Advisors Group @ProstatisFinan1]

To round out our birthday filled month, we are wishing the happiest of birthdays to Dawn, our Director of Guest Experiences! 🍾🎊🎂 Dawn is one of the reasons we have grown so much over the years and we don’t know what we’d do without her. 🩵 Happy Birthday, Dawn!

[Prostatis Financial Advisors Group @ProstatisFinan1]

We’re back in the office and wishing a Happy belated Birthday to Taylor, one of our wonderful Client Services Associates, who celebrated her birthday over the weekend! 💐We’re grateful to have her on the team, and can always count on her to support our clients. Happy Birthday, Taylor! 🎂

[Prostatis Financial Advisors Group @ProstatisFinan1]

Today, we pause to remember and honor the men and women who gave their lives in service to our country. Their sacrifice will never be forgotten.

[Prostatis Financial Advisors Group @ProstatisFinan1]

Most investors think diversification just means owning a bunch of funds, but retirement diversification is about far more than that. In this episode of The Savvy Investor, we break down why retirement-focused portfolios can outperform growth portfolios and how income, taxes, and risk management actually drive long-term success.

Watch the full episode of The Savvy Investor on YouTube 👉 https://t.co/F9Oa7vtMvW

[Prostatis Financial Advisors Group @ProstatisFinan1]

🎉 Happy Birthday, Iva! 🎂

Today we are celebrating one of our extraordinary Tax Preparers, Iva Council-Green, on her birthday! 🥳 Her infectious positivity is matched only by her dedicated work ethic. ✨ Join us in wishing Iva a happy birthday and a fantastic year ahead! 💛💚

#HappyBirthday #OfficeBirthday #WorkFamily #ProstatisFinancial

[Prostatis Financial Advisors Group @ProstatisFinan1]

Ever feel like you’re working harder… but keeping less of what you earn? Mike shares why tax planning matters — and what got him writing Death and Taxes.

Get your copy today at https://t.co/vzxufcKr9V

[Prostatis Financial Advisors Group @ProstatisFinan1]

📻 New episode of The Savvy Investor this weekend

Lawrence, and Katherine dive into one of the biggest shifts in retirement today: creating your own “paycheck” now that pensions are mostly gone. They also break down hidden retirement account fees and why understanding what you’re paying—and what you’re getting—matters more than ever.

🎧 Tune in on WCBM AM 680:
Friday 6 PM | Saturday 3 PM | Sunday 10 AM
Stay savvy!

[Prostatis Financial Advisors Group @ProstatisFinan1]

One month since tax season ended… now what? 💡

Lawrence Kiely explains why the weeks after April 15th may be one of the best times to revisit your financial plan.
🎥 Watch here: https://t.co/LzqFop1nZA

#FinancialPlanning #TaxPlanning #RetirementPlanning #StaySavvy #ProstatisFinancial

[Prostatis Financial Advisors Group @ProstatisFinan1]

🎉 Happy Birthday, Nilufar! 🎂

Maximizing on birthdays… We’re celebrating our amazing Guest Experience Coordinator, Nilufar Murodova, on her birthday today! 🥳

Nilufar, your positivity, dedication, and passion for people shine through everything you do. We’re grateful for all that you bring to the team every day. Here’s to a bright and successful year ahead! 🥂

Join us in wishing Nilufar a happy birthday! 💛💚

#ProstatisFinancial #HappyBirthday #OfficeBirthday #WorkFamily

[Prostatis Financial Advisors Group @ProstatisFinan1]

🎉 Happy 40th Birthday, Jess! 🎂

Today we are celebrating our incredible Client Relations Coordinator, Jessica Smeby, on her milestone birthday! 🥰 Her positivity, support, and dedication bring so much to our team every day. 💖 Cheers to you, Jess, for all the care, hard work, and uplifting energy you bring to the team. 🥂

Join us in wishing Jess a happy birthday and a year ahead filled with happiness, success, and countless reasons to smile. ✨

#ProstatisFinancial #HappyBirthday #WorkFamily #OfficeBirthday

[Prostatis Financial Advisors Group @ProstatisFinan1]

One of the biggest questions people have about retirement is surprisingly simple: How long does my money need to last?

For many, retirement can span 20–30 years — sometimes longer. That means it’s not just about reaching retirement, but planning for the decades that come after. Thinking ahead about longevity, income needs, and flexibility can help set more realistic expectations for what retirement looks like long‑term.

#financialadvisor #retirement #income

[Prostatis Financial Advisors Group @ProstatisFinan1]

🎉 Happy Birthday, Ryan! 🎂

Today we are celebrating our amazing financial planner and partner, Ryan Herbert—his dedication, leadership, and insight continue to make a meaningful impact on both our clients and the team every day, and we're so grateful. 💚💛

Join us in wishing Ryan a fantastic year ahead filled with happiness, success, and plenty of reasons to celebrate. 🥂✨

#ProstatisFinancial #HappyBirthday #WorkFamily #OfficeBirthday

[Prostatis Financial Advisors Group @ProstatisFinan1]

📻 New episode of The Savvy Investor this weekend

This week, Mike and Ryan dive into:
✅ When DIY retirement planning can start to get risky ✅ How the “rule of thirds” works—and if it’s really enough
✅ What headlines actually matter (and what to ignore) ✅ Plus, a breakdown of strategies like the “backdoor Roth”

🎙 Tune in on WCBM AM 680:
Friday at 6 PM
Saturday at 3 PM
Sunday at 10 AM

[Prostatis Financial Advisors Group @ProstatisFinan1]

One of the biggest retirement risks isn’t the market — it’s when one spouse suddenly has to manage everything alone.

Andrew Ashton explains why planning together matters.
🎥 Watch here: https://t.co/5flQ1HrG9Y

#RetirementPlanning #PersonalFinance #MoneyMatters #RetireSmart #StaySavvy

[Prostatis Financial Advisors Group @ProstatisFinan1]

Today we celebrate 19 amazing years of Adrienne being a part of the Prostatis Financial team! 🥳✨

As our Director of Operations, Adrienne has been the backbone of our team, ensuring that everything runs smoothly and our clients receive the top-notch service they deserve. We can’t thank her enough for everything she's done over the years. Here’s to many more years of success and teamwork! Cheers to you, Adrienne!
🎊🥂

#HappyAnniversary #ProstatisFinancial #WorkFamily #TeamAppreciation

[Prostatis Financial Advisors Group @ProstatisFinan1]

Last night, we brought the whiskey experience home 🥃🌎

Our Wide World of Whiskey Virtual Bring-a-Friend Event gave clients near and far the opportunity to join us over Zoom for a fun evening of whiskey tasting and learning, as Spirit Guide Al walked us through the whiskey-making process and shared his expertise along the way. ✨

A huge thank you to all of our clients and friends who joined us virtually! Prostatis wouldn’t be where it is today without the trust, support, and referrals from incredible clients like you. 💚💛

#ProstatisFinancial #ClientAppreciation #WhiskeyTasting #VirtualEvent #BringAFriendEvent

[Prostatis Financial Advisors Group @ProstatisFinan1]

Why chase market returns if you can't handle market risk?