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.

Kevin Warsh, the new chairman of the FOMC, has long been critical of forward guidance, which is the Fed’s practice of ex...
06/24/2026

Kevin Warsh, the new chairman of the FOMC, has long been critical of forward guidance, which is the Fed’s practice of explicitly signaling the future path of interest rates (e.g., “rates will stay low for an extended period” or publishing a projected path for policy rates). Get the full story in the Weekly Market Commentary: https://www.boggsandcompany.com/weekly-market-commentary

New chapter ahead? This carousel breaks down simple, meaningful steps to help you feel more prepared and confident as li...
06/22/2026

New chapter ahead? This carousel breaks down simple, meaningful steps to help you feel more prepared and confident as life changes.
+

Happy Father’s Day to all the incredible dads! We hope your day is filled with family, appreciation, and celebration. ...
06/21/2026

Happy Father’s Day to all the incredible dads! We hope your day is filled with family, appreciation, and celebration.

Our office and the markets are closed today in honor of Juneteenth—a day of reflection, learning, and celebration of fre...
06/19/2026

Our office and the markets are closed today in honor of Juneteenth—a day of reflection, learning, and celebration of freedom.

06/17/2026

Today we celebrate an incredible milestone of 5 years as Boggs & Company with LPL Financial - we are so proud of the growth our team has undergone in the last 5 years!

To our team, thank you for all the dedication and support you have shown to us and more importantly our clients.

The U.S. initial public offering (IPO) market appears to be entering one of its most consequential periods in years. Aft...
06/17/2026

The U.S. initial public offering (IPO) market appears to be entering one of its most consequential periods in years. After a long drought following the 2021 issuance boom, a healthier macro backdrop, improved risk appetite, and a long queue of mature private companies have reopened the new-issue window.Get the full story in the Weekly Market Commentary: https://www.boggsandcompany.com/weekly-market-commentary

On June 11th Molly celebrating an incredible 14 years in financial services! 🎉 Your dedication, expertise, and commitmen...
06/16/2026

On June 11th Molly celebrating an incredible 14 years in financial services! 🎉 Your dedication, expertise, and commitment to our clients have made a lasting impact on our success. We’re so grateful to have you on the team and can’t wait to see all that’s ahead! 🙌

It’s time for a mid-year financial check-in. Here is a complimentary resource with a few key areas to review.https://d9n...
06/15/2026

It’s time for a mid-year financial check-in. Here is a complimentary resource with a few key areas to review.
https://d9nnlhj0cc8wa.cloudfront.net/media/documents/Boggs_Mid-Year_Goal_Reset_Are_You_on_Track_6.2.26.pdf

A day to step away, reconnect, and recharge 🌿Last week the Boggs team spent a day at Rocky Gap Casino Resort soaking in...
06/11/2026

A day to step away, reconnect, and recharge 🌿

Last week the Boggs team spent a day at Rocky Gap Casino Resort soaking in the views, learning, strengthening our connections, and enjoying some well-earned time together outside the office. From great conversations to a few laughs along the way, it’s moments like these that make our team stronger.

Grateful for this group and the culture we’re building💙

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

Alerts

Be the first to know and let us send you an email when Boggs & Company Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Boggs & Company Wealth Management:

Shortcuts

Share

Category