Small town services with global resources

Dedicated to earning your trust

Our team is committed to providing families and business owners with strategies and investment opportunities designed to create and preserve wealth. We maintain a conservative investment philosophy while tailoring plans specific to each client’s individual financial needs. We pride ourselves on establishing long-lasting relationships by building trust, providing high level service, and maintaining the highest ethical standards.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything we do. We often help our clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact us today to discuss how we can help you reach your goals.

Gain financial flexibility

Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact us today to explore this potentially untapped source of opportunity. 

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If you would like to stay up-to-date with us and receive timely information in your Facebook feed, we invite you to visit and Like our Facebook page.

Become a client

If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets. Contact us today to learn more.

Global Insight 2025 Outlook: Beyond the Horizon

Global Insight Monthly cover - November 2024

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

Meet the team

Learn more about The Yingling Group

 

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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Latest Insights

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The Fed approaches a new phase of interest rate policy

Markets head lower following a hawkish rate cut by the U.S. Federal Reserve. We discuss the reasons behind the Fed’s shift and if investors really need to fear higher rates caused by stronger growth.

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In the latest Investor's Edge, explore things to know about the U.S. elections, essential year-end planning tips, vacation ideas, how to stay ahead of cybercrime and the New Investors’ Nook for financial tips for younger investors. http://docs.rbcwealthmanagement.com/us/01598-investors-edge.pdf

?? September Food Drive ?? We want to extend our gratitude to everyone who has already contributed to our food drive for Carroll County Food Sunday. Because of your generosity, we are well on our way to making a big impact in our community. There is still time left if you would like to donate. Where? 15 S Cranberry Rd Suite B Westminster, MD 21157 When? Until September 30th, 2024 Drop Off Hours: 9 AM – 3 PM Thank you for your support!

Happy Labor Day! Saluting every worker's grit and the spirit that powers our community. Your hard work contributes to our community's strength and prosperity. Enjoy this day of recognition and relaxation!