Planning For Today And Future Generations
As a second-generation family-owned financial planning and wealth management firm, we’ve been here for a long time. We know our clients. They know us. And we’ve earned their trust by delivering value year after year. We understand the importance of planning for future generations. With a focus on legacy-building and wealth preservation, our team works to ensure that your financial plans support your family’s goals today and for many years to come.
Education That Transforms And Empowers Your Life
Teaching runs in our family, and it’s a big part of who we are as a firm. With a big heart for education, we believe it can transform and empower our clients to change their financial future. We take the time to explain your options clearly, ensuring you feel confident in the financial decisions you make for yourself and your family.
Serving Clients And Our Community
Our legacy is rooted in service—and not just in the office. Susan’s father and Newman Financial Services founder, Joe Newman, was a bivocational pastor who built lasting relationships through his ministry and work in the community. Today, his legacy lives on through us. For example, Susan followed in her dad's legacy by being an active member in her church family and the Chesapeake Rotary. In every instance, our goal is to make a positive impact, not just financially, but by showing up in the day-to-day where it counts.
Working Together With
