CRD: 142462
Worthy Financial Services
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- Custodian
- Equity Trust ยท Prudential
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-28-2006
- Office Locations
- 1
Office Locations
About Worthy Financial Services
Worthy Financial Services is an independent Westminster, MD RIA providing holistic financial planning and ongoing asset management, with a tax-focused approach that includes retirement income, protection, and estate planning. The firm works with individuals and families, including retirees and entrepreneurs, and builds portfolios using public funds such as ETFs and mutual funds with a risk-management lens. Uses Orion and provides a written proposal after an introductory consultation.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
JOSEPH ELMER WORTHY
Chief Compliance Officer, Financial Planner, Managing Member, President
- CRD
- #2484078
- Ownership
- 75% or more
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,113,425 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,113,425 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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