Brian R Dague

Wealth Management Advisor|CFP®, RICP®

Helping you live your best life now

888 Bestgate Rd Ste 401, Annapolis, MD 21401

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Helping Create Your Financial Plan

The process of achieving financial security – the confidence that comes from taking action today to provide for tomorrow – is different for each of us. Often, the first step is to establish a relationship with someone who takes the time to learn about your values, understand your dreams and help you create a personal financial plan that will evolve with you over time.

I work with my clients to ensure they have well thought out objectives, clear action steps, and a realistic timetable to achieve their financial goals and protect the people and things they care about most.

Close up of Mother and Daughter on Daughter's graduation day

We're Top Ranked by Forbes

In July 2024, Brian Dague was named to the 2024 Top Financial Security Professionals "Best in State" list for Maryland. Each advisor on this list—selected by SHOOK Research—was subjected to a rigorous vetting process and was chosen based on an algorithm of qualitative and quantitative criteria including in-person interviews; industry experience; compliance records; revenue produced; and assets under management.

This honor would not have been possible without the partnership of our wonderful clients. Thank you for placing your trust in our team.

Forbes Best-in-State Top Financial Security Professionals list (July 2024), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 12/31/2023. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.

Retirement planning

We tailor your plan to fit you and your goals with a range of financial options. From insurance for protection to strategies for growing your money and providing more flexibility, we'll help you live the retirement you always wanted.