Whether you are looking for a strategy to bring your retirement vision to life, you are ready to buy that second home to host the entire family during the summer, or you need protective measures put in place for the long-term health of your business, we can help. Let’s start working toward your dreams today!
One Place for All Things Finance — For You, Your Family & Your Business
Founded on the coast, Bay Financial Services has a combined three decades of experience helping individuals, couples, families and business owners achieve their dreams.
Our Vision
No view matches the one you get standing on the edge of the water, overlooking the bay and into the distance. It feels like there are endless possibilities; a blank canvas, ready for someone with an open mind and a creative vision to come in and build something beautiful that lasts a lifetime. At Bay Financial Services, that is our goal for our clients. We want to give you the freedom and space to chase your dreams with the confidence that anything is possible. Let’s work together to understand your vision, then let’s put a plan in place to bring it to life.
Meet the Bay Financial Services Team
Our team focuses completely on your unique goals and aspirations to guide our customized financial planning process.
Our mission is to focus on your life and business goals and address them with a philosophy driven by fierce dedication, perpetual loyalty, and old-fashioned service. Meet the team members that uphold those principles and help clients throughout the country achieve their dreams! Meet each of them below and learn how they work to help residents throughout the country achieve their dreams!
Individuals & Families
Our firm has always been about families. We are family-owned and operated, and we look out for the best interests of the families we work with, putting their values first and designing plans to help them reach their goals. Those goals are the driving force for our assistance, and we personalize our services to your needs. We provide mission-driven, comprehensive financial planning services that account for each aspect of your life. From growth and support for your dreams, to the protection of your family, to guidance through major life transitions, to specialized planning for those with a unique net-worth, we are your partner to turn rocky waters into smooth sailing. We’re docked right in the Bay, and we stand with its people to be a trusted source of information and solutions.
Business Owners And Medical Practitioners
No matter where you are from, running a business can be difficult, even for the most experienced owners. Additionally, each business owner has different strengths and weaknesses, and while some are well-equipped to manage today’s issues, they might not be ready to deal with tomorrow’s problems. That is why it can be helpful to have a partner who understands those obstacles and has proven, easy-to-implement strategies to overcome them. At Bay Financial Services, we have worked with business owners since our inception, and we understand what it takes to run a company. We can help you enhance your cash flow, retain key employees, strategize for taxes, transition your business and more.
The Bay Financial Services Blog
Financial confidence starts with a foundation of knowledge, and our mission is to be a trusted source of financial information to enhance that knowledge.
That is why we keep our blog updated with the latest news, tips, explanations of strategies, breakdowns of legislation and more. Read all of our blog posts below, and be sure to bookmark our page or contact us for more information about these strategies and how they can be incorporated into your financial plan.
Contact Us
Are you ready to take control of your financial future?
Contact us today and start working with our team to shore up your personal financial plan as well as your company’s plan for the future. We can seamlessly integrate the two, or help you pursue individual goals to bring you peace of mind, security for your family and confidence in the longevity of your business. Fill out our form below, and we will be in touch shortly!
Locations – By Appointment Only
1307 Revolution Way
Crownsville, MD 21032-2050
319 SW 5th St., Ste 206
Des Moines, IA 50309
(410) 923-6220
admin@bayfinancialservices.com
