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Hummingbird Wealth Management

About Hummingbird Wealth Management

I have built my practice working with individuals to define and work toward their goals. I believe my responsibility to my clients is to help them build a solid foundation on which to make their financial decisions. I make certain that my client's needs are taken care of with the highest level of attention. I work with my clients to develop a personalized wealth management plan, focusing on in-depth financial strategies and a relationship that is built on trust. I have been in the financial services industry since 1987. I currently reside in Frederick, Maryland with my husband and 3 sons.

Min project size

50,000+

Hourly rate

50 / hr

Employees

4

Locations

United States

Year founded

Founded 2013

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

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