Your Retirement Success Advocate
Helping You Safely Reach and Maintain Your Retirement Financial Goals is Our Only Mission
We are Certified Financial Planner® professionals offering financial guidance customized to your needs and goals. We help our clients prepare for, and succeed, in retirement.
That’s all we do.
The retirement planning team at MidAtlantic Wealth Partners specializes in the financial issues facing clients entering into retirement
Retirement Is A Major Life Transition — Here's How MidAtlantic Wealth Partners Can Help
Congratulations on being a wise financial steward and accumulating substantial retirement assets as a result! Your hard work and dedication have truly paid off. However, as you embark on this new chapter in life, it's important to understand that the transition to retirement can be very different from what you did to get to this point. Simply put, the strategies that got you here may not be enough to get you where you want to go now.
Our focus on the unique issues faced by those in or approaching retirement makes us the ideal partner for you. Our role as your Retirement Success Advocate sets us apart from others, providing a personalized service for select clients who value guidance and support. Don't hesitate to reach out to us, we're here to help you make a smooth and successful transition into retirement and fully enjoy your retirement adventure.
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Contact
George F. Reilly, JD, LL.M. (Tax), CFP®
Financial Advisor
Retirement Income and Tax Efficiency Specialist
302-313-6644 / 703-829-7233
Fax: 571-748-3266
Reilly@MARPS401k.com
2400 Coastal Highway
Dewey Beach, DE 19971
[By Appointment Only]
1415 Foulk Road, Suite 202
Wilmington, DE 19803
300 Ellicott Street, Suite A Occoquan, VA 22125
[By Appointment Only]
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. MidAtlantic Wealth Partners is not affiliated with Kestra IS or Kestra AS. More information is available at www.kestrafinancial.com/disclosures
Kestra IS and Kestra AS do not provide tax or legal advice. Not all persons listed on this website are able to offer Securities and/or Investment Advisory Services.
This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872)
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