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.

 

Learn More

Our Team

get to know us. SIGN-UP FOR OUR COMMENTARY, NEWSLETTER, AND BLOG.

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.”

Watch Video

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.”

Watch Video

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.”

Watch Video

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.”

Watch Video

Paul Sorenson, Financial Planner

Paul Sorenson, Financial Planner

“Getting to know each client individually and then helping them pursue their goals and passions is an incredible privilege.”

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.

LEARN MORE

INSIGHTS

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

  • Financial notebook, plan, and coffee What Is Sustainable Investing? February 12, 2019- How important is it to you that companies you invest in uphold certain ethical standards? Sustainable investing is a component of investing that is related to investors finding companies that align with their moral and ethical standards. Read More
  • Financial Planning - Puckett & Sturgill Financial Group What to Expect After Your First Visit With Your Financial Advisor February 11, 2019- What happens after your first visit with your financial advisor sets the course for your future investment strategy and goal setting. Here’s what you should expect to happen after that initial discovery meeting. Read More
  • Dollar Bills - Puckett and Sturgill Financial Group How to Prepare Your Tax Strategy February 7, 2019- With tax law changes and your own personal income and investment records, this year could be shaping up to be a lot different than past years. While you gather your information for filing, consider some of the following ways to prepare your tax strategy this spring. Read More

Schedule a Free Consultation

Please provide your name, email and phone number and we’ll have one of our advisors contact you.

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

Sign Me Up

Please provide your name and email address and we’ll sign you up to receive our newsletter, commentary and blog.

Social Media

Visit us on your favorite social media networks for ongoing updates.