HF Advisory Group

At Charter Financial Group, we believe in a relationship-focused, team approach to help define what is important to your family legacy. While we understand money is essential, we focus on family, friendships, and the career you’ve worked so hard to build. It is our core belief that money is the necessary fuel for the engine of life, whereas wealth is all-encompassing of the people and moments that add value and joy to our lives.

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Annapolis is here for you, serving Baltimore and points south and east, including Annapolis, Glen Burnie, Lake Shore and the neighboring areas. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

At RCS Financial Planning in Annapolis, we specialize in helping retirees and those nearing retirement create lasting income, reduce taxes, and protect their legacy. With decades of experience and a values-based approach, we focus on personalized, long-term relationships—not cookie-cutter advice. Trusted by clients across Maryland, we’re known for clarity, honesty, and deep tax expertise. Ready for a retirement plan you can count on? Call or schedule a free consultation today.