The item for bid is a financial planning certificate valid for a comprehensive financial plan and two planning sessions. The financial plan can address your goals such as retirement planning, investment strategies, estate & tax strategies, insurance assessment, and can address other goals such as education.

Partnership Wealth Management is an independent financial services company. We specialize in LGBT Planning, Pension Strategies, and Eco-Friendly Investing. We are members of Buy Local Baltimore, Businesses for the Bay, and the only Maryland financial services company to be a member of the EPA's Green Power Partnership.

We are a PET FRIENDLY business. The owner brings his two dogs to work daily, we are the founders of Paws for a Cause annual charity night, and we have been strong supporters of local animal groups.