Phronesis Wealth Management

Phronesis Wealth Management We help individuals/small business owners by providing customized financial and wealth strategies.

Securities offered through LPL Financial, Member FINRA/SIPC finra.org sipc.org. Investment advice offered through Phronesis Wealth Management, a Registered Investment Advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Financial planning is about more than numbers. It’s about understanding the goals, values, family dynamics, and life dec...
09/15/2026

Financial planning is about more than numbers. It’s about understanding the goals, values, family dynamics, and life decisions behind them.

In this edition of The Phronesis Perspective, Richard Osman and Matt Ackermann discuss the human side of financial advice—and why thoughtful planning starts with understanding the person behind the plan.

Financia...

09/14/2026

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Another great Phronesis Client Crab Feast in the books! 🦀We had a wonderful afternoon Saturday at Fisherman’s Crab Deck ...
09/14/2026

Another great Phronesis Client Crab Feast in the books! 🦀

We had a wonderful afternoon Saturday at Fisherman’s Crab Deck enjoying good food, plenty of crabs, and—most importantly—time with so many of our clients.

Thank you to everyone who joined us and helped make the day such a success. We’re already looking forward to next year!

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
09/12/2026

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Today, we pause to remember the lives lost on September 11, 2001, and to honor the courage, sacrifice, and resilience sh...
09/11/2026

Today, we pause to remember the lives lost on September 11, 2001, and to honor the courage, sacrifice, and resilience shown in the days that followed.

Protect yourself from identity theft.
09/10/2026

Protect yourself from identity theft.

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Wishing Senior Financial Advisor, Ken Pumphrey, a very happy birthday today! 🥳🎉
09/10/2026

Wishing Senior Financial Advisor, Ken Pumphrey, a very happy birthday today! 🥳🎉

You can help ensure that losing your wallet doesn't turn into something bigger.
09/07/2026

You can help ensure that losing your wallet doesn't turn into something bigger.

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Have a safe and happy Labor Day!
09/07/2026

Have a safe and happy Labor Day!

What did it take to become the richest man in Babylon?
09/05/2026

What did it take to become the richest man in Babylon?

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Address

529 Benfield Road
Severna Park, MD
21146

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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