Gregory Ostrowski, CFP, CRPC
Feb 08, 2013 09:05PM
● By Anonymous
Greg Ostrowski, at Scarborough Capital Management, understands. His firm has provided retirement advice and guidance to clients across the country for more than 23 years and currently manages more than $1.1 billion in assets. The firm has two distinct offerings: wealth management for individuals, families and small businesses in addition to institutional 401(k) plan platform and advice offerings for corporations.
Greg aims to provide comprehensive wealth management services to busy individuals and families who don’t have the time to develop and manage a successful portfolio. Delivering insight and knowledge derived from his firm’s exhaustive research, Greg strives to keep his clients grounded in fact and relevance, in order to help them make more informed financial decisions based on a strategy customized for their unique needs.
As a CERTIFIED FINANCIAL PLANNER™ practitioner, Greg generates financial planning and investment management strategies designed for greater preservation and creation of wealth, while ensuring each client understands the total process—from goal definition to investment selection.
Committed to an unbiased and honest approach, Greg tells his clients what they need to hear, not necessarily what they want to hear. And he strongly believes that helping investors stick to their plan and making adjustments based on long-term goals rather than reacting to the market, will result in stronger portfolios and a higher certainty of long-term success.
Greg holds a bachelor’s degree in finance and international business from Villanova University. In addition to his CERTIFIED FINANCIAL PLANNER™ certification, Greg has earned the Chartered Retirement Planning Counselor™ (CRPC) designation. He has found it rewarding to share his financial insights with the public, including contributions to The Wall Street Journal, The Associated Press, Kiplinger’s Retirement Report, Reuters and The Capital. Greg has also served as an AARP “Lifetuner Expert” inspiring young people to explore the essentials of money—how to earn it, use it and save it to live a better life.
Greg has been recognized for the following:
• “Best Financial Advisor” in The Capital’s Reader’s Choice awards. 2012
• FIVE STAR Wealth Manager by Baltimore Magazine, 2013
• Top 40 Under 40 Registered Investment Advisors by WealthManagement.com, 2013
Active Annapolis residents, Greg and his wife, Sabrina, are members of the Anne Arundel Medical Center Building Traditions Society and involved in the St. Mary’s Parish & School community. Greg and Sabrina have two children—Patrick and Evangeline.
Securities offered through SII Investments, Inc. (SII), Member FINRA, SIPC. Advisory Services offered through Scarborough Capital Management, Inc (SCM), a Registered Investment Advisor. SII & SCM are separate companies. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial PlannerTM, and CFP® in the U.S.
Gregory Ostrowski, CFP® , CRPC®
Scarborough Capital Management, Inc.
441 Defense Highway, Suite E, Annapolis, MD 21401
410-972-2525 • annapolisinvesting.com