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Michael L. Marvin, CFP®

TAM Financial Advisors, LLC

1441 Pleasant Lake Road
Annapolis, MD 21409
Phone: (410) 349-4484
Fax: (410) 349-4480

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Household Income Minimum: $0
Investable Asset Minimum: $750,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Sudden Wealth
  • Personal Taxes

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.