Best in Class Advisors
Top 100 RIA Firm
30 Years in Business
4th Fastest Growing RIA
Assets Under Management4
9th in AUM Growth
Best Places to Work
About Our Bel Air Location
At Allworth Financial, we pride ourselves on empowering you with financial education. And you can hear the proof of that philosophy when you listen to the Money Matters podcast/radio show, which is hosted by Allworth founders Scott Hanson and Pat McClain. With over 20 years of broadcasts, Money Matters is one of the longest running financial topic programs in America.
And this passion for no-nonsense, straightforward financial education doesn’t stop on the airwaves. You’ll also find this same honest and direct approach from the dedicated and experienced team in our Bel Air, Maryland, office.
Our team in Bel Air has been faithfully providing fiduciary investment management and financial planning advice to individuals and clients throughout Maryland, Delaware, and Pennsylvania for more than 30 years.
Conveniently located in northeast Maryland between U.S. Hwy 1 and I-95, Our Bel Air team works with you to offer guidance on:
- Retirement and Financial Planning
- Investment Management
3 financial habits to embrace in 2023
Did you make any financial resolutions at the beginning of the new year? No matter if you did (and have actually kept them), or didn’t because you can’t stand them, Allworth Co-CEO Scott Hanson shares three things everyone can do to make this year a financially better one.
Yes, the SECURE 2.0 Act is a big deal
Did you hear about the SECURE 2.0 Act that was recently signed into law? It contains more than 90 new retirement planning provisions, affecting both retirees and pre-retirees. Allworth Co-CEO Scott Hanson outlines some of the biggest changes you need to know.
SECURE Act 2.0 – What Employers Need to Know
The SECURE 2.0 and other provisions strive to expand access to retirement plans, increase retirement savings, help American’s preserve income and streamline retirement plan rules. With over 92 different retirement plan provisions, we want to make it easier for employers, fiduciaries and administrators to digest. In this summary, we focus on the most common sections that are most applicable in your leadership position.