Annapolitan Investment Group Inc

Specialties

We offer our clients a personalized, insightful approach to wealth management. Our goal is to build trusting, long-​term relationships, partnering with our clients to help achieve their financial objectives.

From business executives and entrepreneurs to professional athletes and entertainers, we serve a wide range of high-​achieving individuals who require a sophisticated wealth management strategy. Our breadth of financial knowledge and experience makes us capable of both identifying clients’ needs and tailoring individualized solutions designed to meet them.

Armed with a strategy that comprehensively, clearly, and comfortably addresses a client’s financial goals and requirements, we enjoy a wonderful opportunity to meet or exceed client expectations.

Let us help you start shaping your financial future today.

History

Established in 2004.

Annapolitan Investment Group, Inc. was founded as an alternative to the ‘one size fits all’ style of wealth management that is ingrained in the major Wall Street brokerage firms and Private Banks. We recognize the greater freedom requires greater stability of income, and the control and flexibility to adjust to your evolving needs.

We recognize that a sound retirement requires thoughtful planning, disciplined saving, prudent investing, and wise financial management. Our dedicated team of investment professionals and planners is committed to finding the best possible solutions to meet your unique financial needs.

Meet the Business Owner

Paul E.

Business Owner

Paul provides financial planning and investment advisory services to

corporate executives, entrepreneurs, professional athletes and other high net-​worth individuals and families. Paul received a bachelor’s in Business Administration from Loyola College in Maryland in 2001. He attained his Certified Financial Planner™ certification through Georgetown University, and later earned CLU® and ChFC® designations from the American College, as well as the AAMS® designation from the College for Financial Planning. Paul holds Series 7, 66 (63 & 65), 9, 10 & 31 securities licenses, as well as life, health and variable insurance licenses. He is a member of the Financial Planning Association and sits on the board of Elizabeth Seton High School.