Greben Wealth Management of Lochearn

Greben Wealth Management of Lochearn is a Wealth Management firm in Lochearn, MD, located at 10451 Mill Run Cir #1015. It holds a rating of 5.00 based on 1045 reviews.

Founded in 2016 by Michael Greben, the firm emphasizes strong relationships and solid planning. Michael Greben previously served as vice president of investments at J.P. Turner & Company from 2001 to 2015, specializing in wealth management strategies, estate enhancement, retirement planning, and tax efficiencies. He holds a bachelor’s degree in business administration from Drexel University.

The firm focuses on five key pillars: wealth preservation, wealth enhancement, wealth transfer, wealth protection, and charitable giving. Services include building diversified investment portfolios tailored to unique objectives and risk tolerance, as well as retirement planning that calculates the gap between expected expenses and guaranteed income sources such as pensions and Social Security. Marina Greben serves as the Operations and Marketing Director.

The business operates as an independent firm and is affiliated with LPL Financial, a wealth management firm that supports thousands of financial advisors and institutions. The office is open Monday through Friday from 8:00 AM to 5:00 PM, with Saturday and Sunday appointments available by request. Contact can be made by phone at (410) 356-0111 or via email.

BizScoreAI gives Greben Wealth Management of Lochearn a technical score of 86 out of 100, meaning the website is secure and indexable so search engines can read it without errors. The firm also achieves a discoverability score of 75 out of 100, ensuring AI crawlers are allowed in and can find every page so AI assistants can recommend the business. BizScoreAI ranks the firm number 1 of 4 Wealth Management businesses in Lochearn.