Core Values

The CGMA Group, LLC’s management and personnel believe that the worth of a company should be measured, in part, by its selection of and adherence to a set of Core Values. Without such values on which to focus, a company is destined to wander and stray from its intended purpose. The CGMA management team and all their associates will abide by the Core Values of Integrity, Quality, Service and Professionalism in all actions conducted on behalf of CGMA, its business partners and clients.

1. Integrity: Dealing with clients, partners, and associates in an honest, forthright manner without compromise for convenience or expediency.

2. Quality: Providing time-tested, timely, cost effective, accurate and appropriate recommendations that an associate can deliver given their individual talents, personal knowledge and resources.

3. Service: Dedicated support of the needs, desires, and goals of a client requesting information or help.

4. Professionalism: The following attributes exemplify Professionalism:

Dedication: Placing the long-term interest of the company, its business partners and clients above short term, immediate gratification.

Motivation: Displaying enthusiasm and pride in the conduct of our business while overcoming any challenges or obstacles.

Expertise: Maintaining personnel capabilities by emphasizing continuing education, training and study.


The CGMA Group, LLC is made up of respected advisors based in Maryland who serve individuals and companies throughout the United States with a focus in the Baltimore-Washington region.

Contact CGMA, LLC

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    Phone 410-761-2462

    Address 6705 Tranquil Way
    Elkridge, MD 21075

    Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

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