TAM Financial Advisors
Financial Services • 
Annapolis, Maryland, United States • 1-10 Employees
Company overview
| Headquarters | 1441 Pleasant Lake Road, Annapolis, MD 21409, US |
| Phone number | +14103494480 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Wealth Management, Financial Planning, Portfolio Development, Retirement Plan Creation |
| Founded | 2004 |
| Employees | 1-10 |
| Socials |
Key Contact at TAM Financial Advisors
Michael Marvin
Owner
About TAM Financial Advisors
TAM Financial Advisors is an independent, fee-only financial planning and investment management company working with families and businesses since 2004. We focus on risk management, goals-based financial planning and developing individualized investment portfolios based on each clients' risk tolerance and time horizon. We work with businesses to maximize tax efficiency with a special focus on designing retirement plans that can allow small business owners with strong cash flow to defer substantially more income than offered by just a 401k profit sharing plan or SEP-IRA.
TAM Financial Advisors revenue & valuation
| Annual revenue | $29,000,000 |
| Revenue per employee | $14,490,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $92,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
TAM Financial Advisors has never raised funding before.
TAM Financial Advisors Tech Stack
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