The rapid expansion of Feldman Wealth Advisory was the catalyst for an exhaustive search for accomplished and experienced financial advisors. Fortunately, Joe did not have to look further than his own family. Joe formed a strategic alliance with his father, Charles Feldman, who founded Business & Estate Planning Consultants Inc. in his hometown of Annapolis, Maryland in 1969. Through a well-rounded combination of expertise in financial planning, proven business experience and a strong determination for success, Joe and Charles established themselves as trusted advisors to hundreds of business owners, individuals and families in the region.
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