Alinea Advisory Group

12/17/2025

After more than 30 incredible years of serving clients with care and dedication, Dave will be transitioning out of his role at the end of this year. We are deeply grateful for the relationships, trust, and stories shared along the way.

We’re thrilled to announce that Alinea Advisory Group has officially merged with Fidant Wealth Partners, an Ameriprise Private Wealth Advisory practice based in Northern Kentucky and Cincinnati, Ohio! 🎉

While our name will transition to Fidant Wealth Partners, our Severna Park team will remain in place to support clients through this exciting change and take on new roles within the Fidant team.

This merger brings:
✅ Expanded resources
✅ Enhanced capabilities
✅ An elevated level of personalized service

Thank you to everyone who has been part of this journey. We’re excited for what’s ahead and confident this new chapter with Fidant Wealth Partners will deliver even greater value to our clients in the years to come!

Meet with our financial advisors in Crestview Hills, KY to determine the financial services and solutions that best fit your goals and priorities.

12/16/2025

After more than 30 incredible years of serving clients with care and dedication, Dave will be transitioning out of his role at the end of this year. We are deeply grateful for the relationships, trust, and stories shared along the way.

We’re thrilled to announce that Alinea Advisory Group has officially merged with Fidant Wealth Partners, an Ameriprise Private Wealth Advisory practice based in Northern Kentucky and Cincinnati, Ohio! 🎉

While our name will transition to Fidant Wealth Partners, our Severna Park team will remain in place to support clients through this exciting change and take on new roles within the Fidant team.

This merger brings:
✅ Expanded resources
✅ Enhanced capabilities
✅ An elevated level of personalized service

Thank you to everyone who has been part of this journey. We’re excited for what’s ahead and confident this new chapter with Fidant Wealth Partners will deliver even greater value to our clients in the years to come!

01/15/2025

Help us congratulate Dave Rosenthal on receiving the 2025 Five Star Wealth Management Award.

03/21/2024

Recently we celebrated Dave Rosenthal's 30 year anniversary at Ameriprise. Please join us in celebrating Dave in this major accomplishment.

02/27/2024

You’re invited to a special seminar on Social Security Hosted by David Rosenthal

Securing Your Retirement – Transforming Social Security into a Winning Retirement Strategy

As you approach retirement, it is more important than ever to understand the role that Social Security benefits can and should play in your overall retirement income plan.

Join us for an overview of:

• How Social Security benefits work for you and your spouse

• When and how to start receiving Social Security benefits

• Opportunities to increase your benefits throughout retirement

Speaker: Michael Graci – Director, BlackRock Business Consulting

When: Thursday, March 14, 2024

Time: 1:00 PM. – 2:30 PM. ET.

Where: Teams link will be sent the day prior

Hosted by: David Rosenthal

RSVP: Financial seminars and events -www.ameripriseadvisors.com/team/alinea-advisory-group/events/

Learn about upcoming financial seminars and financial events in Severna Park, MD, hosted by financial advisor: Alinea Advisory Group.

01/26/2024

Join us in celebrating Andrew's birthday today!!!

12/29/2023

Happy New Year!!!!! We are closed from Thursday, December 28th at 5:00 PM to Tuesday, January 2nd at 9:00 AM. We hope that you have a safe and happy holiday weekend.

11/02/2023

As loved ones get older, families often find themselves providing more support, especially with finances. Here are four important actions to consider as you support a loved ones' financial needs.

10/31/2023

Happy Halloween! Are you trick-or-treating tonight? Share your favorite Halloween memories or pictures of your little pumpkins in their costumes.

03/31/2023

The Arc Central Chesapeake Region hosted the Anne Arundel County Public Schools (AACPS) Transition series at their Program Operations Campus in Severn. Speakers for the day included former Arc board member Dave Rosenthal of Alinea Advisory Group, who spoke about the importance of financial planning, Maryland DORS, and The Parents' Place of Maryland.
You can learn more about the transition series on our Children, Youth & Their Families page: https://bit.ly/3l5QnOH

03/17/2023

St. Patrick’s Day is celebrated annually on March 17, the anniversary of his death in the fifth century. The Irish have observed this day as a religious holiday for over 1,000 years. On St. Patrick’s Day, which falls during the Christian season of Lent, Irish families would traditionally attend church in the morning and celebrate in the afternoon. Lenten prohibitions against the consumption of meat were waived and people would dance, drink and feast on the traditional meal of Irish bacon and cabbage.