Frederic V Flower

Our Mission Statement

Our mission is to empower individuals to achieve financial clarity, pursue their financial goals, and secure their financial future. We believe in building lasting relationships with our clients based on trust, transparency, and personalized guidance.

Our Location

We are conveniently located in Crofton, Maryland, serving clients throughout the region.

Our Firm

Thomas J. Desiderio, CFP, CPA, LLC is a financial planning and wealth management firm dedicated to providing comprehensive and personalized financial solutions to individuals and families. Our team of experienced professionals will work with you to assess your financial situation, develop a tailored plan, and implement strategies that align with your unique goals and values.

Our Services

We offer a comprehensive range of services to meet your diverse financial needs, including:

Financial Planning

• Retirement planning and analysis
• Estate planning and wealth preservation
• Investment management and portfolio optimization
• Insurance planning and review
• Cash flow and budgeting analysis

Investment Advisory

• Custom portfolio creation and management
• Regular portfolio reviews and rebalancing
• Access to a diversified range of investment options

Tax Services

• Tax planning and preparation
• Assistance with tax disputes and compliance issues
• Guidance on tax-advantaged investments and retirement plans

Our Qualifications

Our team is comprised of experienced professionals, each with proven expertise in their financial fields. We hold esteemed certifications and memberships, including:

• Certified Financial Planner (CFP)
• Certified Public Accountant (CPA)
• Accredited Investment Fiduciary (AIF)

About Thomas J. Desiderio, CFP, CPA

Thomas J. Desiderio is the founder and principal planner of Thomas J. Desiderio, CFP, CPA, LLC. With years of experience in the financial services industry, Thomas has a proven track record of helping individuals and families achieve their financial goals. He is passionate about empowering clients with financial knowledge and providing them with personalized guidance to navigate the complexities of personal finance.