Sawyer Wealth Management of Owings Mills

Sawyer Wealth Management is a Financial Planner in Owings Mills, MD. The firm helps individuals achieve financial security and plan for their legacy through tax preparation, estate preservation, asset management, and income maximization. It serves pre-retirees, retirees, small business owners, and corporate executives, offering services that include holistic financial planning, custom portfolio creation, and business planning. The business holds a rating of 3.40 based on customer reviews.

Founded in 2001 by Charles Sawyer, the company began as Meridian Financial Resources before becoming The Sawyer Group in 2008 and eventually evolving into Sawyer Wealth Management. Charles Sawyer, the managing partner and founder, has provided financial planning services for more than 30 years. He holds FINRA Series 6, 63, 26, and 65 registrations and is licensed in life and health insurance. A certified estate planner and registered financial consultant, he is a member of the National Association of Insurance and Financial Advisors. His practice focuses on the complex needs of his clients, including employer-sponsored retirement plans. Jane Sawyer, his wife, joined the firm in 2008 and leads the operations function, developing processes and strategies that align with client objectives. She is also licensed in life and health insurance.

The team includes Brian, a Certified Financial Planner, Certified Investment Management Analyst, and Certified Private Wealth Advisor. Brian holds FINRA Series 6, 7, 63, 66, 9, and 10 licenses and is licensed in life, health, and property and casualty insurance. As chief portfolio manager, he specializes in asset allocation, custom security creation, and tax-efficient investing. He has over 15 years of experience in wealth advising. Kevin, another wealth advisor, brings more than 25 years of experience in the financial services and accounting industry to the firm. The team emphasizes building lasting relationships and treating clients like family.

The firm’s standing is defined by its long history of serving the community and its personalized approach to wealth management. With a team of seasoned experts, it focuses on preserving client peace of mind and protecting legacies.

Sawyer Wealth Management combines decades of experience with personalized service to help Owings Mills residents secure their financial futures.

Sawyer Wealth Management is located on Painters Mill Road, just a short walk from the Owings Mills Post Office and Passport Health Owings Mills Travel Clinic. The office is also situated near Reisterstown Road, a major thoroughfare in the area.

BizScoreAI gives the business a Performance score of 89 out of 100, reflecting fast website loading that keeps visitors engaged and aids search rankings. The firm receives a Content Quality score of 75 out of 100.