Phronesis Wealth Management

Phronesis Wealth Management We help individuals/small business owners by providing customized financial and wealth strategies.

Securities offered through LPL Financial, Member FINRA/SIPC finra.org sipc.org. Investment advice offered through Phronesis Wealth Management, a Registered Investment Advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals

associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

New post on the blog — and it's one we think a lot of people will relate to.If you're in your 40s or 50s, earning more t...
06/02/2026

New post on the blog — and it's one we think a lot of people will relate to.

If you're in your 40s or 50s, earning more than ever, but savings feel like they should be growing faster... lifestyle creep is worth understanding. It's not about doing something wrong. It's about making sure success today actually creates flexibility tomorrow.

Lifestyle creep can quietly erode financial flexibility during your peak earning years. Learn how rising income often leads to higher fixed costs, why savings may lag expectations, and how intentional financial planning can help align your lifestyle with long-term goals.

It isn't whether you should have auto insurance - it's what kind you should have.
06/01/2026

It isn't whether you should have auto insurance - it's what kind you should have.

What kind of auto insurance should you have? Do you know?

Could your portfolio benefit from a zero-coupon bond?
05/30/2026

Could your portfolio benefit from a zero-coupon bond?

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

There are benefits and limitations when you decide to donate stock. Learn more from our message.
05/28/2026

There are benefits and limitations when you decide to donate stock. Learn more from our message.

There are benefits and limitations when you decide to donate stock.

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.
05/25/2026

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Today we pause to remember those who made the ultimate sacrifice for our freedom. Wishing everyone a meaningful Memorial...
05/25/2026

Today we pause to remember those who made the ultimate sacrifice for our freedom. Wishing everyone a meaningful Memorial Day.

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:
05/23/2026

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

Are you planning to work after taking Social Security benefits? Know the rules.
05/21/2026

Are you planning to work after taking Social Security benefits? Know the rules.

Knowing the rules may help you decide when to start benefits.

✈️ Proud to once again support the Blue Angels Foundation as a sponsor for the second year in a row! ⭐We were honored to...
05/20/2026

✈️ Proud to once again support the Blue Angels Foundation as a sponsor for the second year in a row! ⭐

We were honored to enjoy the Blue Angels Luncheon and Airshow in Annapolis narrated by Amber Lee; the first female fighter jet pilot in the elite squad, alongside some of our wonderful clients and their guests. Events like these are a great reminder of the value of community, relationships, and taking time to share memorable experiences together.

Thank you to everyone who joined us for an incredible day on the Severn!

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
05/18/2026

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Address

529 Benfield Road
Severna Park, MD
21146

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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