The MAP Financial Group of Truist Investment Services, Inc. The MAP Financial Group of Truist Investment Services, Inc.

The MAP Financial Group of Truist Investment Services, Inc.

303 International Cir

Suite 400,

Cockeysville, MD 21030-1334

Who we are

We are dedicated to helping our clients reduce anxiety and missteps as they prepare for life’s biggest financial moments. We focus on their best interests, with their experience as our primary concern, and are committed to delivering integrated financial strategies while remaining true to our core values of integrity, transparency, and mutual respect.

Who We Best Serve:
Our team excels at supporting people transitioning into retirement, public servants, business owners, startup founders, and corporate executives.

Where We Advise:
Pre- and post-retirement planning and income
Startup founder transition strategies
Investment management
Long-term care and life insurance planning
Deferred Retirement Option Program (DROP) 
Check the background of this investment professional on FINRA's BrokerCheck

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Joseph E. Martin
Joseph E. Martin
Financial Advisor
Joshua Pratta
Joshua Pratta
Financial Advisor
Sharon Mason
Sharon Mason
Client Service Associate
Arika Goodman
Arika Goodman
Client Service Associate
The MAP Financial Group believes that a successful investment plan takes into consideration more than just investment accounts—it begins with a clear understanding of a client’s goals, time horizon, and risk tolerance. After detailed discussions to assess what they would like to accomplish financially, we help them formulate a holistic plan suited to their objectives.

By leveraging the vast resources at our disposal through Truist, we implement a client’s investment plan and closely monitor its progress, providing ongoing communication to make sure that their portfolio stays on track throughout market fluctuations and their evolving needs.
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