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3310 Old Point Road, Suite 401, Edgwater, MD 21037

(410) 294-6996
john.horrigan@wynnpointfinancial.com

Effective Strategies For Your Ideal Tomorrow

We create strategies that are tailored to your needs and goals.

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Services
Live In The Now. We’ll Keep
Our Eye On What’s Ahead.


Educational planning

Take an expansive approach to financial planning by focusing on the drivers that contribute most to your long-term financial well-being.

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Retirement Planning

Work to ensure the retirement you want by skillfully planning all aspects of your future financial resources to align with your desired lifestyle.

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Estate & Trust Planning

Safeguard your financial resources to ensure the legacy and impact you wish to have on future generations.

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Investment Planning

Maximize the assets you’ve worked so hard to attain with data-driven investing strategies.

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Business Owner Planning

Enhance and integrate the value and capability of your business or professional practice.

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Tax Planning

Shape your financial picture with smarter, more tax-efficient strategies.

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What We Do
We keep you top-of-mind

Whether you are investing to help build wealth or manage risk with your family or assets, we can help take some of the mystery out of preparing for your financial future.

Free Quiz
How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Who We Are
Client Centered

Whether you are investing to help build wealth or manage risk with your family or assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Recognized by Our Peers

Resources
Knowledge Leads To Financial Freedom.

From retiring early to funding a college education to fueling your passion for philanthropy, our client-focused resources can help.

Understanding Extended Care

Understanding Extended Care

Understanding the types of extended care services—and what those services could cost—may be critical.
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A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?
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Let's Get Started
Schedule A Meeting

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

Schedule a Consultation