Joseph D'Urso, AIF®
410-991-0252
"I have developed and refined a process to help my clients achieve their financial and retirement goals."
Managing wealth isn't just about tracking market charts- it's about protecting what you've worked a lifetime to build. As an experienced Financial Advisor, Financial Planner, and Accredited Investment Fiduciary®, Joseph holds himself to a strict fiduciary standard. This means his advice is legally and ethically bound to always put your best interests first.
Joseph specializes in taking the complex mystery out of wealth preservation. He provides clear, creative, and tactical options so that families can make confident, informed choices. By building fully customized portfolios instead of using rigid "models", he ensures your wealth strategy shifts seamlessly as your life changes.
Outside of crafting financial plans, Joseph lives by his core philosophy: "If it's money... it's personal."
Joseph has over fourteen years 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.