SMARTER STRATEGY. FOCUSED RESULTS.
The WealthFACTOR Advantage™ is specifically designed for owners of growing businesses and financially responsible individuals. Our unique process promotes family wealth protection and transfer by leveraging customized strategies and innovative solutions. We help improve your financial opportunities without distracting you from what’s important. Our goal is to make your balancing act a whole lot easier.
Creating and effective investment strategy is an ongoing process, and our team is with you every step of the way.
From wealth management to estate concerns, we're ready to help.
We take pride in creating practiced, disciplined, and comprehensive investment strategies.
Scott M. Levin, CFP®, AIF®, a Senior Partner at Worthington Financial Partners in Timonium, MD, is the creator of The WealthFACTOR Advantage™, and helps small business owners and financially responsible individuals by designing customized and financially innovative strategies to achieve their goals. Scott specializes in the areas of executive benefits, business planning, personal financial strategies, investment management and estate planning strategies. He is associated with a network of professional advisors, CPAs and attorneys that allow him to access the support needed to help his clients strive towards improved financial opportunities.
At Worthington Financial Partners, we understand that individuals and business owners face unique challenges in today's environment. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service and unique process focuses your needs and wants, with your financial goals and objectives.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call
(410) 527-1292 ext. 231.
As a CERTIFIED FINANCIAL PLANNER™ professional, Scott Levin specializes in the areas of executive benefits, business planning, personal financial strategies, investment management and estate planning strategies.
By working closely with your other financial advisors, Scott is able to help create custom designed, innovative financial strategies to guide you towards your desired destination.
We take the time to understand your unique situation before tailoring our recommendations specifically to you.
Years of experience have prepared us to guide you through life's transitions.