# Accordant Advisory Group, Inc.
Source: https://planprovider.pro/provider/accordant-advisory-group-inc

> In the state capital of Annapolis, Accordant Advisory Group, Inc. works with individuals and business owners across the Baltimore–Washington region on retire…

Retirement Plan Advisor

Annapolis, MD

## 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/](https://planaccordingly.com/)

## Office Locations

- Annapolis, MD (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $147.0M

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