Our Team
Family-run advisors rooted in Bel Air, MD — blending tax strategy, disciplined investing, and real relationships. We pair strategic thinking with a personal approach, helping clients align their financial decisions with what matters most.
Strategic Thinking. Personal Connections.
Founder & Senior Advisor
David Flanders
CFP®CPA
PFSDecades of tax-forward planning and steady guidance. David brings a tax strategist’s precision and a planner’s foresight to every decision.
- Tax Architecture that Works for Life: Builds strategies to mitigate lifetime tax exposure and strengthen long-term financial outcomes.
- Estate & Business Planning Integration: Aligns tax, estate, and business structures to create one cohesive, forward-looking plan.
- Turning Complexity into Clarity: Translates the tax code into practical, actionable advantages clients can understand and apply.
- Collaborative by Nature: Works closely with Ryan to blend tax efficiency with holistic financial planning and investment strategy.
Managing Partner & Investment Advisor
Ryan Flanders
CFA®Evidence-based investing strategies paired with real-world practicality. Ryan helps translate complex financial concepts into clear, actionable strategies.
- Portfolio Leadership: Leads The Flanders Group’s investment strategy: developing disciplined, research-driven allocations designed for long-term performance and aligned with each client’s goals and tax plan.
- Communication that Clicks: Keeps clients informed and confident with plain-English updates, and relatable insights through his From Wall Street to Your Street podcast.
- Tax-Smart Investing in Action: Aligns investment strategy with each client’s broader financial and tax plan for smarter long-term results.
- Planning Meets Perspective: Collaborates closely with David to align portfolios with each stage of a client’s wealth strategy, from accumulation to legacy.
Client Service Team
At The Flanders Group, great planning doesn’t stop with strategy — it continues in the details. Jessica Worthington and Jennifer Sosnowski are the friendly voices and steady hands behind a smooth client experience. From coordinating meetings and managing documents to handling day-to-day questions, they help clients navigate the planning process with confidence and ease.
Jennifer Sosnowski
Wealth Management Assistant
Jessica Worthington
Client Relationship Partner, AFC®
What Makes Us Different
We built our firm around the integration of investment management and tax planning. By aligning your portfolio with your tax strategy, we help you capture more of what you earn and avoid the silent drag taxes can have on returns. That’s Tax-Smart Wealth Management — and it’s the foundation of everything we do.
Let’s Connect
Ready for a second opinion or a fresh start? Stop by our office near Main Street or book a quick call — we’ll meet you where you are and build from there.
