^{Who We Are}
We Genuinely Care About Your Financial Future

^About
We Do This Because It Matters

FinanceForward™ is a strategic-wealth-services firm offering multiple financial lanes of leadership, focused on guiding you—at any stage of your financial journey—to structure and build a strong financial house starting now and going forward.

^{What Makes Us Different}
What It Really Means to Put You First

Everything about the way we work is designed around one thing: making sure you feel supported, informed, and confident in your financial decisions.

Meet the Team

Our Mission

To help YOU realize your financial and legacy goals by providing trusting, caring guidance.

Our Core Values

Empathy, patience, and integrity guide everything we do. We believe in taking the time to get it right, explaining things as many times as you need, and always acting in your customized interest — no exceptions.

Our Vision

To provide lifetime financial guidance and service to you and your family.

Our History

FinanceForward, LLC is the merger of Young & Company Wealth Management Strategies and Joseph Klein Associates, blending over 140 years of combined experience in financial, estate, insurance and investment planning, with roots back to 1960.

Sharing common values and uniting resources gives FinanceForward the strength to provide partnerships with personalized options for creating, maintaining and preserving wealth.

Look for our combined presence in our current Annapolis and Towson offices.

Who is LPL Financial?

LPL is a Fortune 500 ranked U.S. company and is the No. 1 Independent Broker-Dealer in the U.S. (Based on total revenues, Financial Planning Magazine 1996-2025; Fortune 500 Company as of June 2021)
LPL is steadfast in its commitment to the advisor-centered model and allows us to provide more resources to help us serve you.

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Who is Private Advisor Group?

Private Advisor Group (PAG) provides us oversight and compliance.

We have access to flexible custodian platforms (essentially where your investments are held) which encompass LPL Financial, Fidelity, Charles Schwab, and Interactive Brokers.

Help us in safeguarding assets, while also providing related administrative services such as settlement of purchases, tax and account record keeping, monthly statements, confidentiality, data integrity protections, and more.

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^{Get Started}
Let Us Help You Take the First Step

You don't need to have all the answers — that's what we're here for. Reach out today and let's start a conversation about what's possible.

Schedule a Call

Who We AreWe Genuinely Care About Your Financial Future

AboutWe Do This Because It Matters

What Makes Us DifferentWhat It Really Means to Put You First