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Our Services

Darrell Financial Services, LLC is a full service, private, financial planning firm that specializes in investment management and wealth planning services. Our unique combination of experience and expertise enables us to apply a wealth of knowledge to our clients’ specific situations.

Through its affiliation with Founders Financial Inc, a private, member organization comprised of select independent financial advisors, Darrell Financial Services, LLC can utilize a multitude of resources in this specialized network.

At Darrell Financial Services, LLC, we provide assistance in the following areas:

Wealth Planning for Individuals and Families

We’ll begin the process by analyzing your current savings and investment strategies with an eye toward establishing your specific financial goals. Once we’ve gathered the necessary information, we will create, present, and implement your personal financial plan upon your approval. Regular reviews will help ensure your needs are being met in a timely, effective manner.

Investment Services

Mark Darrell is a registered representative of Founders Financial Securities, LLC, located in Towson, Maryland. This enables us to market a wide range of investment products, including full service brokerage accounts, money market instruments, mutual funds, tax-exempt unit trusts, variable annuities, and Exchange Traded Funds (ETF’s).

Business Planning for Owners and Entrepreneurs

At Darrell Financial Services, LLC, we will work closely with you to address a variety of vital business concerns, ranging from comprehensive employee benefit programs to executive bonus plans and compensation packages. We will also advise you on such complex issues as pension and profit-sharing plans, buy-sell agreements, and key-person insurance.

Estate Analysis

After conducting a thorough inventory of your assets, we will discuss alternative ways for you to create and protect your wealth. Working together with your attorney, accountant, trust officer, or other financial advisor, we can help you conserve assets that might otherwise be lost to estate taxes upon distribution.