Accordant Advisory Group, Inc.

About Accordant Advisory Group, Inc.

<p>In the state capital of Annapolis, Accordant Advisory Group, Inc. works with individuals and business owners across the Baltimore–Washington region on retirement and wealth planning.</p> <p>Led by David McKee, the firm has more than 30 years of experience and reports $0.1B in assets under management (2026). Accordant Advisory Group acts as a 3(21) fiduciary advisor, giving plan sponsors support with investment due diligence and participant-focused guidance while the sponsor retains final decision-making authority.</p> <p>Retirement planning work includes 401(k) and 403(b) planning, IRA analysis, retirement income strategies, and Social Security and Medicare planning. Investment management covers tax-aware investing, portfolio construction, and risk assessment. The firm also handles estate plan reviews, charitable giving planning, and family financial education, plus business-owner planning such as succession planning, SEP IRA and SIMPLE IRA setup, and cash-flow planning.</p> <p>What sets Accordant apart is the mix of ongoing 3(21) plan support and personal retirement-income planning, coordinated with a client’s attorney and CPA when needed. Learn more about related <a href="/plan-advisors">plan advisors</a> and other <a href="/retirement-plans">retirement plan providers</a>.</p> <ul> <li>3(21) fiduciary investment advisor services</li> <li>401(k) and 403(b) retirement plan guidance</li> <li>IRA analysis and retirement income strategy planning</li> <li>Tax-efficient investment management and risk reviews</li> <li>Business-owner planning: succession, SEP IRA, SIMPLE IRA, cash flow</li> </ul>

Website: https://planaccordingly.com/