Welcome to The SRPA Group
A local team of devoted advisors based out of Easton, MD providing wealth management & financial planning services for your lifetime.... and legacy.

Who We Serve
We create strategies that are tailored to your individual needs and goals. Learn more about the types of people we like to help.

Why We Serve
We believe values matter, and we live by ours every day. Learn more about our team, background, and credentials.

How We Serve
Years of experience have prepared us to guide you through your life transitions. Learn more about our process and services we offer.
Best of the Best

2022 Best of the Best listings published November 2022. Nomination and inclusion in the list based on votes from the publication’s readership and the public.
Fortune 100 Best

Baird has been recognized as One of the Fortune 100 Best Companies to Work For® since 2004
Wealth Strategies

Access wealth strategy recordings and register for upcoming educational webinars
How Can We Help You?
Take Me ThereInflation and Your Portfolio
Should You Tap Retirement Savings to Fund College?
The Latte Lie and Other Myths
Global and International Funds