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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 are income specialists. We are contingency planners. And we are no strangers to the challenges that come with life transition.

Client Centered

Whether it is 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 joys, challenges and complexities. It is precisely because of these challenging times that we take every measure possible to ensure a smooth, worry-free transition. It is 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.

With Whom We Work Best

Every individual we work with is looking for something unique, but at the end of the day, our clients are looking for three things: safety, liquidity and financial security.  Whether it is one or all of these objectives, clients who enjoy the long-standing relationship they have with us also possess these qualities:

COACHABLEsomeone who receives advice and instruction with an open mind

COMMITTEDsomeone who believes in trusting the process and those who work tirelessly for them

LOVES SOMEBODYsomeone who believes in the power of integrity and responsibility for others

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

Robert O. Stachura


(443) 671-8100

(443) 671-8101

As the leader of the firm, Robert Stachura is a CERTIFIED FINANCIAL PLANNER™ Professional who has spent over 35 years helping clients transition in every stage of life. Robert was born and raised in the Baltimore Washington...

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Suzanne C. Smith

Practice Manager

(443) 671-8100

(443) 671-8101

Suzanne Smith is the Administrative Assistant for Robert Stachura, CFP. After graduating with a BBA in Accounting from the University of Massachusetts, Amherst, Ms. Smith worked for accounting/management firms and home healthcare...

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Meghan D. Hurtado


(443) 671-8100

(443) 671-8101

Meghan Hurtado is the Planner Assistant to Robert Stachura, CFP®. Mrs. Hurtado graduated from Florida State University with dual Bachelor of Science Degrees in Finance and Risk Management/Insurance and has her MBA from Saint Leo...

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