Thomas Marney, CFP, Wealth Management Advisor at ClearView Wealth Advisors

Thomas Marney, CFP, Wealth Management Advisor at ClearView Wealth Advisors Along with a team of professionals, I offer [provide] guidance to my clients to help them reach thei Preparing for that next step in life isn’t always easy.

My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future. I provide total financial needs analysis through a network of experienced professionals with expertise in:
• Advisory services
• Retirement analysis and programs
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies
• Trust services

I am licensed to sell insurance in: MD, DE, VA, NC, AZ, MN, MS, PA. and securities in: MD, VA ,NC, SC, DE, PA, DC, FL, AZ, MN, CO, ID, NH, TX. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 11350 McCormick Rd., Executive Plaza IV, Ste. 200, Hunt Valley, MD 21031 (410) 785-7564. ClearView Wealth Advisors is not a subsidiary or affiliate of MML Investor Services, LLC or its affiliated companies.

Heading back to work after retiring? Read this article to see how that cash may impact the rest of your financial life. ...
08/27/2021

Heading back to work after retiring? Read this article to see how that cash may impact the rest of your financial life. https://cnb.cx/3jRCcxp.

While extra money may allow you to leave more in your retirement account so it can continue to grow, it may negatively affect other financial considerations.

Save like a pessimist, invest like an optimist
02/19/2021

Save like a pessimist, invest like an optimist

In 1984 Jane Pauley interviewed 28-year-old Bill Gates. “Some people call you a genius,” Pauley said. “I know that might embarrass you but …” Gates deadpans. No emotion. No response. “OK, I guess that doesn’t embarrass you,” Pauley says with an awkward laugh. Again, zero reaction fro...

As families gather from far and wide to break bread over the Thanksgiving holiday, financial professionals suggest addin...
11/27/2019

As families gather from far and wide to break bread over the Thanksgiving holiday, financial professionals suggest adding a less traditional topic to the conversation lineup: estate planning. http://bit.ly/2irTUbJ.

Here are 7 retirement savings mistakes financial advisors see too often:
11/25/2019

Here are 7 retirement savings mistakes financial advisors see too often:

It's easy to make missteps when saving for retirement. Here's how financial planners say you can recover if you get off track.

Here are 4 money tips to make traveling during retirement possible.
11/22/2019

Here are 4 money tips to make traveling during retirement possible.

If you want to travel when you retire, you may need to change the way you think about saving and investing. The first step is to save at least 10% to 15% of your income as soon as you can. Then ask what your annual income needs to be when you are retired and build a plan that will make that number p...

Have you made these 4 tips a habit in your financial life?
11/08/2019

Have you made these 4 tips a habit in your financial life?

On each episode of the White Coat Wellness podcast, Will Koster, CFP® drops some money wisdom. Here are 4 good financial habits for doctors.

The changing role of the caregiver
11/04/2019

The changing role of the caregiver

Caregiving emotional and financial demands change from pets to children to parents. MassMutual looks at how to meet those demands.

The Early Retirement Your Clients Didn’t Plan For
11/01/2019

The Early Retirement Your Clients Didn’t Plan For

So, you do income planning, not caregiving planning? Well…

Check out the 25 US cities where renters are becoming homeowners...
10/21/2019

Check out the 25 US cities where renters are becoming homeowners...

In 25 of the largest US cities, some renters are able to save enough money to become homeowners in under five years.

Beware of Hidden Costs Lurking in Your Mutual Fund Portfolio
10/18/2019

Beware of Hidden Costs Lurking in Your Mutual Fund Portfolio

Some investment fees are obvious, but you may not even be looking for them. Others are much tougher to spot. But it's well worth some detective work.

The 6 Skills You Need To Be Financially Successful
10/14/2019

The 6 Skills You Need To Be Financially Successful

Managing your money well is about more than being able to apply math skills.

Early Retirement Sounds Amazing, But It Can Take A Toll On Your Mental Health
10/11/2019

Early Retirement Sounds Amazing, But It Can Take A Toll On Your Mental Health

The FIRE movement focuses on finances, but not so much on emotional well-being

Top 10 Most Regrettable Mistakes Retirees Made In Their 20s
10/07/2019

Top 10 Most Regrettable Mistakes Retirees Made In Their 20s

If they had to do it over again, this is what they’d change. Will today’s 20-year-olds benefit from their hindsight, or are they doomed to make these same mistakes?

The 6 Skills You Need to Be Financially Successful
10/04/2019

The 6 Skills You Need to Be Financially Successful

Managing your money well is about more than being able to apply math skills.

Don't Be Fooled: 5 Steps to Help Avoid Financial Scams
09/30/2019

Don't Be Fooled: 5 Steps to Help Avoid Financial Scams

Some savvy, stay-safe tips to help protect yourself and watch out for family members at the same time.

Having a financial plan could help you in many ways. Check out this article to learn more.
09/27/2019

Having a financial plan could help you in many ways. Check out this article to learn more.

Without a financial plan it is difficult to reach your goals. Learn why a financial plan is so important to help direct your focus and goals.

What do MassMutual and the Green Bay Packers have in common? This is not a trick question! Read on learn the answer.
09/23/2019

What do MassMutual and the Green Bay Packers have in common? This is not a trick question! Read on learn the answer.

Packers founder Curly Lambeau was once a MassMutual district sales manager for Wisconsin.

Here are three ways to pay for long-term care, based on the state in which you live.
09/20/2019

Here are three ways to pay for long-term care, based on the state in which you live.

Home health aides, assisted living or residential care facilities and nursing homes can be a major expense.

Address

8400 Stanford Boulevard Ste. 4100
Ellicott City, MD
21045

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+14439735193

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