Boggs & Company Wealth Management

Boggs & Company Wealth Management As a multi-generational wealth management firm, we embrace our unique perspective and distinctive approach.

We’re able to offer exceptional service because our diverse team embodies our values. As a client and our priority, we stand determined to ensure that you live a life you love and are encouraged to cherish the moments you hold dear with the ones you love most. In working with us, you can rest assured that you can expect us to provide you and your loved ones with unbiased and value-driven financial

guidance. We’re more than your advisors, we are your friend, your confidant, and will persevere as your voice of reason throughout your cycles of life.

We are also celebrating another impressive milestone for Ed Lytle—27 years of trusted advice, lifelong client relationsh...
06/01/2026

We are also celebrating another impressive milestone for Ed Lytle—27 years of trusted advice, lifelong client relationships, and steady leadership as a financial advisor. Congratulations on this important achievement!

Celebrating an incredible milestone today—29 years in the financial services industry for Dagenais Boggs.
06/01/2026

Celebrating an incredible milestone today—29 years in the financial services industry for Dagenais Boggs.

At the start of the 21st century (approximately 2002–2012), commodities broadly went through a massive investment cycle....
05/27/2026

At the start of the 21st century (approximately 2002–2012), commodities broadly went through a massive investment cycle. Given the cycle drove run-ups in the price of most every commodity market, including both agricultural and non-agricultural commodities, this cycle is commonly referred to as a commodity “super-cycle.” Get the full story in the Weekly Market Commentary: https://www.boggsandcompany.com/weekly-market-commentary

Congratulations to David Clark on 29 years in the financial services industry! His dedication and commitment continue to...
05/26/2026

Congratulations to David Clark on 29 years in the financial services industry! His dedication and commitment continue to support the families we serve across generations.

Today we honor the brave men and women who made the ultimate sacrifice. Our office and the markets are closed in observa...
05/25/2026

Today we honor the brave men and women who made the ultimate sacrifice. Our office and the markets are closed in observance of Memorial Day.
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Headlines surrounding the Middle East have dominated investor attention since late February. While uncertainty remains e...
05/20/2026

Headlines surrounding the Middle East have dominated investor attention since late February. While uncertainty remains elevated, diplomatic negotiations have supported equities, even as fixed income and commodity markets continue to reflect potential risks.

Get the full story in the Weekly Market Commentary: https://www.boggsandcompany.com/weekly-market-commentary

Help us celebrate Steven Dull on his 10‑year industry anniversary! We’re grateful for all he brings to our clients and o...
05/19/2026

Help us celebrate Steven Dull on his 10‑year industry anniversary! We’re grateful for all he brings to our clients and our team.
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Address

29 North Liberty Street
Cumberland, MD

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+13017987669

Website

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