Acorn Financial Services
Justin Souder is an Associate Financial Planner at Acorn Financial Services since July 2020, with prior experience as a Summer Intern and Winter Intern at the same firm. During the internship roles, responsibilities included developing client presentations, conducting Monte Carlo and gap analysis using MoneyGuide Pro, and actively participating in client meetings. Prior to joining Acorn Financial Services, Justin worked as a Retail Associate and Cart Staff at Falls Road Golf Course, focusing on customer service, sales, and inventory management. Justin holds a Bachelor's Degree in Finance and Information Systems from the University of Maryland, earned in 2020.
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Acorn Financial Services
Welcome to Acorn Financial Services For nearly three decades Acorn Financial Services has served successful individuals, and small business owners across the United States. Our Mission is to help create, manage and preserve the wealth of our clients. We strive to provide quality service to develop trust and to use our knowledge and experience to create value. As a comprehensive financial planning firm, we are dedicated to simplifying your financial life, optimizing your investments, and your personal financial plan. We work closely with you to help grow and protect your wealth, so that you can achieve your most important financial goals. We are dedicated to serving our clients and are committed to the following principles: Honest, transparent, and open communication; Highly responsive, world-class service; Knowledgeable and timely advice; Earning the trust and confidence of every client. ---------------------------------------------------------------------------------------------------------------------------------- Financial planning services offered through Acorn Financial Advisory Services, Inc. (AFAS), a SEC Registered Investment Adviser. Securities offered through The Strategic Financial Alliance, Inc. (SFA), a Broker-Dealer, member FINRA/SIPC. AFAS and SFA are unaffiliated. Investments in securities involve risk, including the potential loss of principal invested. We do not provide customer service or enable financial transactions through this site. Should any client have questions or concerns that are specific to his or her account, please contact our office directly. Do not post personal, account or transaction information anywhere on this site.