Greben Wealth Management of Lochearn

Greben Wealth Management of Lochearn is a wealth management firm in Lochearn, Maryland, serving individuals and families with personalized financial planning and investment strategies. The firm specializes in retirement planning, investment management, lifestyle financial strategies, wealth preservation, and estate and charitable planning. With a focus on long-term financial confidence, the firm helps clients navigate life’s transitions with clarity and purpose. Founded in 2016 by Michael Greben, the firm is built on more than 25 years of financial industry experience, including leadership roles at J.P. Turner & Company. Serving clients across the region, Greben Wealth Management is known for its client-centered approach and strong reputation, reflected in a 5.00 rating from 1,045 reviews.

The firm operates under the guidance of Michael Greben, a seasoned financial professional with a bachelor’s degree in business administration from Drexel University. His vision for an independent, relationship-driven practice led to the creation of Greben Wealth Management, which emphasizes five core pillars: wealth preservation, enhancement, transfer, protection, and charitable giving. The team, including Operations and Marketing Director Marina Greben, takes a proactive, collaborative approach, ensuring each client receives tailored strategies based on their unique goals, risk tolerance, and time horizon. The firm partners with LPL Financial, a nationally recognized leader in financial advisor support, to deliver robust investment solutions and practice management tools.

Located at 10451 Mill Run Cir #1015 in Owings Mills, the firm sits within a commercial corridor near the intersection of Mill Run Circle and the I-70 corridor, positioned just minutes from major regional access points. While no specific nearby landmarks are listed, the location provides convenient access for clients throughout the Baltimore metropolitan area.

Greben Wealth Management stands out for its strong online presence and comprehensive, well-structured business information, making it easy for clients to access resources, learn about services, and connect with advisors. The firm’s consistent documentation and clear communication reflect a deep commitment to transparency and client education. With a foundation built on trust, experience, and personalized service, the firm is a trusted name in financial planning for residents of Lochearn and surrounding communities.