"We want to make creating a plan for your financial future as easy as possible. We don’t believe in questionnaires because dreams are too big to fit in a box. Here at Fort Washington, we function as a team to guide the client’s experience and ultimately deliver individualized expertise." - Kate Brown, CFP®, Managing Director
Wealth planning is the experience of figuring out where you are today, where you want to go, and developing a roadmap to help guide you through life’s transitions.
Our approach to identifying your priorities allows you to share your story. The focus is on you and your loved ones, and we work to provide objective ideas and strategies that may lead to what you define as success. For us, success is defined not by a benchmark, but in helping you live the one life you have in the best way you can.