Drexel & Co. Financial Planning
Financial Services
Fallston, Maryland 39 followers
We value the wisdom of our client's principles and help align that wisdom with their finances.
About us
At Drexel & Co. Financial Planning, we believe that the foundation of a prosperous financial future begins with a solid plan. Our mission is to empower our clients to achieve their financial goals and dreams by providing comprehensive, personalized financial planning solutions. With a wealth of experience in the industry, our dedicated team of professionals is committed to understanding your unique financial needs and aspirations. By leveraging cutting-edge financial tools and proven strategies, we craft tailor-made plans designed to help you navigate the complexities of personal finance, investment, and wealth management. Our core values revolve around trust, integrity, and excellence, ensuring that we always prioritize your best interests. We understand that financial planning is an ongoing journey, and our commitment to client satisfaction extends far beyond the initial plan. We take pride in building lasting relationships with our clients, providing ongoing support and guidance as your financial landscape evolves.
- Website
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www.drexelandco.com
External link for Drexel & Co. Financial Planning
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Fallston, Maryland
- Type
- Privately Held
Locations
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Primary
Get directions
2303 Bel Air Rd
Fallston, Maryland 21047, US
Updates
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Financial Planning Expert @ Drexel & Co. | Wealth Management | Real Estate Investor | Airbnb Superhost | Regenerative Farmer| Father of 7 |Husband to 1.
I am working on Pillars to Moral Investment Management for Catholics. Here is the first Pillar; Pillar 1: Promoting the Common Good in Catholic Investment Management As stewards of financial resources, we have the responsibility to invest in ways that uplift the welfare of the broader community. For Catholics, this means aligning investments with the principle of the Common Good—supporting businesses and projects that respect human dignity, uphold human rights, and champion environmental sustainability. This is not just about financial returns, but about contributing to a more just and compassionate society. Inspired by Catholic teachings: Summa Theologica, II-II, Q. 58, Art. 6 Gaudium et Spes (Vatican II, 1965) Caritas in Veritate (Pope Benedict XVI, 2009) Deus Caritas Est (Pope Benedict XVI, 2005) How do you see the "common good" shaping your approach to investments or business?
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Drexel & Co. Financial Planning reposted this
Financial Planning Expert @ Drexel & Co. | Wealth Management | Real Estate Investor | Airbnb Superhost | Regenerative Farmer| Father of 7 |Husband to 1.
Any CFP®s want a crack at this math? 460% returns, of course that is doable in 20 years with the Rule of 72.. 4=72/x, only need to average 18% for 20 years! And S&P would need to start dishing out a 4% dividend… 😂😂😂
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Financial Planning Expert @ Drexel & Co. | Wealth Management | Real Estate Investor | Airbnb Superhost | Regenerative Farmer| Father of 7 |Husband to 1.
YEARS AGO... Back when the DOL released the Fiduciary Rule for public comment, I vividly remember preparing clients for its eventual implementation. I agreed that the fiduciary standard would be a welcome addition for true Financial Advisors—or at least for those who claim to be. However, the writing was on the wall. I often told clients, "The real reason behind this rule is that they want to make financial advisors the next target—like ambulances for personal injury attorneys. The lawyers are coming for Financial Advisors and their firms." The DOL Fiduciary Rule was ultimately struck down as unconstitutional, but since then, we've seen the introduction of Reg BI (SEC Regulation Best Interest) and PTE (DOL Prohibited Transaction Exemption). These new rules essentially serve the same function as the original fiduciary rule, holding advisors to higher standards of care and transparency. So, call me Nostradamus, but just like I predicted, ads targeting Financial Advisors and their firms are all over my news feed these days.
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What’s the difference between investing and gambling? Benjamin Graham, the mentor of Warren Buffett and countless other billionaires, provides a clear answer in The Intelligent Investor: “An investment operation is one which, upon thorough analysis, promises safety of principal and an adequate return. Operations not meeting these requirements are speculative.” In simpler terms: “Investing is when you carefully study something, make sure your money is safe, and expect to earn a good amount back. If you don’t do these things, it’s more like taking a risky bet.” The key element is people. Good investments are driven by people who are committed to delivering value. Without that commitment, it’s just gambling. #Investing #Finance #BenjaminGraham #ValueInvesting #WarrenBuffett #FinancialWisdom #BusinessStrategy #RiskManagement #WealthBuilding #SmartMoney
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What do you think? Are you impressed or disappointed?
Financial Planning Expert @ Drexel & Co. | Wealth Management | Real Estate Investor | Airbnb Superhost | Regenerative Farmer| Father of 7 |Husband to 1.
Is this disappointing or impressive? A year ago, I think this would be incredibly impressive! Now it seems disappointing… I think it is import for us to Let That SINK IN. AI IS SO IMPRESSIVE THIS IS DISAPPOINTING…
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Do you believe that workers who are jack of all trades or highly specialized make the best workers? In the book Range, David Epstein argues for the Generalist, here is a sythensis of his thought.
Why Generalists Triumph in a Specialized World: A Deep Dive into David Epstein's "Range"
Drexel & Co. Financial Planning on LinkedIn
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Ultimate Guide to Social Security..
Ultimate Guide to Maximizing Your Social Security Benefits
Drexel & Co. Financial Planning on LinkedIn