Tony Kosack

Bio

Tony began his career in financial services in 2000, and over the years he has gained the knowledge and perspective that helps him guide clients on their financial journey. Tony takes a holistic view of clients’ financial lives, blending investment management with advanced planning and long-term relationship building. His day begins before the market opens as he reviews financial news, economic reports and overnight market activity -  resources that will ensure he has the most current knowledge to help manage his clients’ investments. Tony believes relationship management is constant—not just when the markets are calm. Throughout the day, he makes calls and sends personal check-ins for anything from reassuring clients during market volatility to celebrating a milestone—a business sale, a child’s college graduation or a well-earned retirement. His clients know he does more than just manage their portfolios; he is also there to guide them through life’s financial complexities. He coordinates with CPAs, attorneys and other trusted professionals to ensure all aspects of their financial plan work together seamlessly. From retirement income strategies to estate planning, business transitions to legacy goals, Tony works to ensure no detail is left behind.

Originally from Columbia, Maryland, Tony now calls Eldersburg, Maryland home. In his spare time, he enjoys reading, Martial Arts and spending time with his wife and children.

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