Joseph D'Urso, AIF®
410-991-0252
"I have developed and refined a process to help my clients achieve their financial and retirement goals."
As an experienced Financial Advisor, Financial Planner, and Accredited Investment Fiduciary®, Joseph is uniquely qualified to take the mystery out of complex financial issues. He helps provide creative options to clients so that they can make informed decisions for themselves and their family. This is done through a holistic planning process that helps identify what is most important, and then aligns those goals with the appropriate financial planning tools, customized portfolios, and services. Once a plan is created, the process continues with ongoing execution and review. Joseph is devoted to helping his clients preserve not just their own wealth, but also the future wealth of everyone they love.
Joseph has over a decade of experience in the financial services industry. He is a graduate of Washington College, and received his Certificate in Financial Planning and Services from Florida State University. When not in the office, Joseph spends his time with his wife and two boys. They are active in the community, as well as avid outdoor enthusiasts.