Gregory Ostrowski, CFP^®

Scarborough Capital Management

1906 Towne Centre Boulevard, Suite 260
Annapolis, MD 21401

FINANCIAL ADVISOR'S WEBSITE

www.scmadvice.com

(410) 972-2525 CONNECT WITH Gregory

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$500,000

My Links

Bio

Understanding Lump-Sum Buyouts

Looking For Tax Savings? Make Sure You Know This 401(k) Strategy.

General

Gregory Ostrowski is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Scarborough Capital Management in Annapolis, MD and the surrounding communities.

Financial Advisor Overview

I am a CERTIFIED FINANCIAL PLANNER™ practitioner working with individuals and families across the United States. My number one goal is to help clients engage with their finances in the manner that is most impactful to their needs. I work with clients to bring visibility to their finances, to make data-driven decisions and to help them determine and rank their priorities. From there, I collaborate with clients to develop a low-friction plan to automate savings and design investment strategies to best support those priorities. Beyond the CERTIFIED FINANCIAL PLANNER™ designation, I am also a Chartered Retirement Planning Counselor® and Behavioral Financial Advisor™. I also hold the FINRA Series 7 and Series 66 designations in addition to being licensed to advise on Life and Health insurance. At Scarborough Capital Management, we specialize in investment and wealth management for individuals. We regularly advise on corporate pension buyouts for those nearing retirement. We offer personalized management of workplace retirement plans such as 401ks, 403bs and Thrift Savings Plans (TSPs). In addition to managing client assets, we take pride in helping clients develop long-term retirement income plans to help them enjoy a comfortable transition into retirement.

Financial Advisor Experience

CERTIFIED FINANCIAL PLANNER™ practitioner and Chartered Retirement Planning Counselor™ managing assets for corporate employees, entrepreneurs and retirees. SPECIALTIES: -Financial Planning for Individuals and Business Owners -Investment & Wealth Management (Retirement Accounts & Tax Efficient Strategies) -Corporate 401(k) Management & Pension Buyout Analysis -401(k) / IRA Rollover Specialist -Retirement Income (Decumulation) Planning ACTIVITIES: -Forbes.com contributor -US News & World Report contributor -Served as personal finance panelist for AARP's LifeTuner.org aimed at teaching Millennials to explore the essentials of money -- how to earn it, use it and save it to live a better life -Contributed to various investment publications such as The Wall Street Journal, CNBC, The Associated Press, US News & World Report, Forbes, Investopedia, Kiplinger's and Reuters -Board Member, St. Mary's Schools Alumni Association, Annapolis, MD -Board Member, Anne Arundel Medical Center Building Traditions Society -SII Investments President's Council Member -Member, Financial Planning Association -Member, Financial Services Institute RECOGNITION: -Voted "Best Financial Advisor" in The Capital Reader's Choice Awards (2012-2015) -Named to "Top 40 Under 40" by Rep Magazine (2013) -Annapolis Finest Honoree from the Cystic Fibrosis Foundation (2014) -SII Investments "Top Producer" (2009-2016) -Member, Forbes Finance Council

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - CRPC

Insurance Licenses

Life insurance
Health/disability insurance

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Securities through Independent Financial Group, LLC (IFG), a registered broker-dealer. Member FINRA/SIPC. Advisory services offered through Scarborough Capital Management, a registered investment advisor. IFG and Scarborough Capital Management are unaffiliated entities.

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