Accordant Advisory Group, Inc.

About Accordant Advisory Group, Inc.

<p>From its office in Annapolis, Maryland’s state capital, Accordant Advisory Group, Inc. advises individuals and business owners across the Baltimore–Washington metro area 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). As a 3(21) fiduciary advisor, Accordant supports plan sponsors with investment due diligence and participant guidance while the sponsor keeps final decision-making authority.</p> <p>Plan work includes 401(k) and 403(b) guidance, IRA analysis, retirement income strategies, and Social Security and Medicare planning. The team also provides investment management with tax-aware investing, portfolio construction, and risk assessment, along with estate plan reviews, charitable giving planning, and family financial education.</p> <p>A differentiator is the combination of ongoing 3(21) plan support with personal retirement-income planning, with coordination with a client’s attorney and CPA when needed. See more <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 support</li> <li>401(k) and 403(b) plan guidance</li> <li>IRA analysis, retirement income strategy, Social Security and Medicare planning</li> <li>Tax-aware investing, portfolio construction, and risk reviews</li> <li>Business-owner planning: succession planning, SEP IRA and SIMPLE IRA setup, cash-flow planning</li> </ul>

Website: https://planaccordingly.com/