For over 30 years, we've helped individuals, families, and business owners create and preserve wealth — with honesty, transparency, and a commitment to doing things differently.
We believe there are better choices for the creation and preservation of wealth than what are being taught by the traditional investment community today. We're at the forefront of a new wave of advisers providing more transparent and effective processes for investors.
Our promise is simple: hope, clarity, and direction. We give you the confidence that as your goals change and evolve throughout your life, you will have the resources to meet those changes — without undue sacrifice to your current lifestyle and without unnecessary investment risk.
The values we hold sacred — honesty, patience, transparency, and responsibility — aren't just words on a wall. They guide every decision, every strategy, every conversation we have with the people who trust us with their future.
Our approaches aren't off-the-shelf solutions. They're branded methodologies built from decades of real-world experience.
Maximum Forward — Wealth Creation Uninhibited. A disciplined strategy balancing capital markets with actuarial science for confidence across life's full range of possibilities.
Custom Engineered Portfolio Solutions tailored to your unique goals — institutional-quality strategies typically reserved for much larger accounts.
AIFA® • RICP® • Series 7, 24, 65, 63
Before founding Strategic Asset Management in 1994, Bryan spent nearly two decades as President and CEO of The W.H. Myers Company. That real-world business experience — combined with advanced designations and over 40 years in finance — shapes an approach that's grounded, personal, and effective.
A native of Carroll County, Maryland, Bryan brings a local perspective with deep expertise. He's an Investment Advisor Representative with Brookwood Investment Group, LLC, and holds the prestigious AIFA and RICP designations. Bryan and his wife Debbie reside in Manchester, MD.
Meet the Full TeamWhether you're building, preserving, or passing on wealth — we tailor our approach to your unique circumstances.
Comprehensive financial planning, retirement income strategies, and wealth preservation for you and the people you love most.
From tax strategies to succession planning, our BOLD framework helps you make confident decisions at every stage of your business journey.
Our True North Solution provides three retirement strategies — giving you confidence and certainty through your golden years.
A single conversation could change the trajectory of your financial future. No pressure, no obligation — just an honest discussion about where you are and where you want to be.
410-259-1625