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Charter Financial Group - Millersville, Maryland

8684 Veterans Hwy, Suite 202

(443) 671-8100

 

About Us

Robert O. Stachura, CFP®, and the passionate team behind our firm deliver a wide range of financial services. From estate, investment, and retirement planning to charitable giving, our planners begin where every healthy relationship should: with integrity and trust. We’re income specialists. We’re contingency planners. And, we’re no strangers to the challenges that come with life transition.

Whether it’s preparing for retirement, the loss of a job, a serious illness, or starting a philanthropic endeavor, every major change in life brings its own share of challenges and complexities. It’s precisely because of these challenging times that we take every measure possible to ensure a smooth, worry-free transition. It’s what inspires us, because we believe the way we deliver these services is just as important as what we deliver.

Meet our team and get to know the people behind the purpose.

Who We Work Best With

Every individual we work with is looking for something unique, but at the end of the day, we’ve determined that among many of the differences, most clients are looking for three things; safety, liquidity, or growth. Whether it’s one or all three of these objectives, clients who most enjoy the long-standing relationship they have with us also possess these qualities:

COACHABLE – someone who receives advice and instruction with an open mind
 
COMMITTED – someone who believes in trusting the process and those who work tirelessly for them
 
LOVES SOMEBODY – someone who believes in the power of integrity and responsibility for others
 

Let's start a conversation today about your plan for now, later, and legacy.