About

VOTED CARROLL COUNTY’S BEST INVESTMENT CENTER

WE ARE A TEAM OF INDEPENDENT FINANCIAL ADVISORS WHO APPLY A HOLISTIC PERSPECTIVE AND TAKE A PERSONALIZED APPROACH TO FINANCIAL PLANNING AND WEALTH MANAGEMENT. BY UNDERSTANDING YOUR SPECIFIC NEEDS AND DESIRES, OUR TEAM IS ABLE TO DESIGN A PLAN THAT ALIGNS WITH YOUR PERSONAL VALUES AND FINANCIAL OBJECTIVES.

 

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Our Team

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Aaron M. Puckett, MBA, CFP®

Aaron M. Puckett, MBA, CFP®

“I love being able to sit down with someone, get to really know them, and help them to plan accordingly.”

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Deborah A. Williams, CFP®

Deborah A. Williams, CFP®

“It’s amazing to get to work with someone over a span of twenty years and watch them pursue the financial plans we’ve helped them to implement.”

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David A. Hemler, CFP®

David A. Hemler, CFP®

“We help our clients take a disciplined approach to their finances which results in the pursuit of their dreams and things they didn’t think were possible.”

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Jacob L. Sturgill, CFP®

Jacob L. Sturgill, CFP®

“Each person is different and helping someone to make the choices that are best for them is what is most important.”

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Deborah L. Anderson

Deborah L. Anderson Client Service Specialist

“We take pride in serving our clients and caring for our clients just like family.”

Holly N. Payne

Holly N. Payne Client Service Specialist

“Every person who calls or visits us is important to me. Whether it’s someone I talk to all the time or someone I’m meeting for the first time.”

Gina Puckett

Gina Puckett Client Service Specialist

“Life changes often and not always as expected. I enjoy staying connected to our clients, so we can help them navigate any and all of life’s changes.”

Our Services

FINANCIAL PLANNING INVOLVES MANY ELEMENTS AND OUR RECOMMENDATIONS SEEK TO HELP YOU SAVE WISELY, INVEST DILIGENTLY, AND LIVE CONFIDENTLY.

We Seek to Help You Maximize Your Savings to Create Lasting Retirement Income

While You Plan for Your Business, We Help You Plan for Your Own Financial Future

We Help You Understand Choices for College Education Funding

We Help You Mitigate Risk and Protect What You Have

We Help You Devise a Plan for Those Who Matter Most

We Strive to Help You Produce the Same Results but with Less Taxes

Investments

ONCE YOU HAVE A FINANCIAL PLAN TO GUIDE YOUR DECISIONS, THE NEXT STEP IS TO DECIDE WHERE TO INVEST. AS INDEPENDENT ADVISORS, WE OFFER A FULL MENU OF NON-PROPRIETARY FINANCIAL PRODUCTS AND CUSTOMIZED PORTFOLIO DESIGN.

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INSIGHTS

LOOK TO US FOR VALUABLE INSIGHTS AND TO KEEP YOU INFORMED OF RECENT INDUSTRY, MARKET AND ECONOMIC NEWS AND UPCOMING EVENTS.

  • How Do You Compare to Most Americans December 7, 2017 - Jacob Sturgill, CFP® Most of us have learned how we should take care of our physical health: visit the doctor at least once per year for an annual examination, make every effort to eat healthy, and fit in some daily physical activity. The annual examination serves as a baseline measurement for all future visits, and Read More
  • Tempus Fugit! October 20, 2017 - David Hemler, CFP® Time does indeed fly, and as we get older in years, we might even say it speeds up. As I write this, it’s mid-October and the fall season has begun to show itself here in Carroll County and our surrounding communities. Things are very different this October than last, but regardless fall Read More
  • Is Now a Good Time to Be In the Markets? August 10, 2017 - Jacob Sturgill, CFP® There is one question that seems to be growing in popularity over the past several months. The question is not unique to a particular age group, it is pervasive among most of my clients and seems to be lurking in the back of everyone’s mind. You too may be wondering, “Is now Read More

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Contact Us

Address Puckett & Sturgill Financial Group 20 Liberty Street Westminster, MD 21157
Phone 410-871-4040
Fax 410-871-4044
Email info@pswealth.com

20 Liberty Street Westminster, MD 21157

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