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Making the Complex Simple

Because money doesn't have to be complicated

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Financial Advisors in Annapolis, MD

Your Life, Your Financial Plan

Your Life, Your Financial Plan

We provide thoughtful, personalized financial advice and guidance. Whether you wish to retire soon, plan for your child’s education, or prepare for any other life event, we are here to help you work toward your financial goals.

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About Premier Planning Group

About Premier Planning Group

We do things differently than your average financial advisor. We listen, we care, and we strive to exceed your expectations. From smart investment advice or an educational seminar to a holiday party or deep sea fishing trip, as a client of PPG, we hope that at the end of the day, this makes you feel understood and appreciated. With $1.2 billion in assets under administration through Cetera Advisor Networks LLC (as of 01/19/2023), we have the experience and knowledge to help you work towards your ideal financial future.

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Services

Lifetime Wealth Management

From accumulation to distribution and everything in between, we guide you through every aspect of your financial journey.

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Tax Planning

We use our tax-efficient strategies to help you keep more of your hard-earned wealth.

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Retirement Planning

Our dynamic approach helps individuals maximize their retirement accounts so that they can get the most out of their assets.

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Elder Care Planning

We work closely with experienced Elder Care Planning Attorneys to ensure we take the necessary steps to preserve your family's wealth.

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Customized Solutions for Federal Employees

Customized Solutions for Federal Employees

Your federal benefits provide you with opportunities to build a fulfilling retirement, but you may not know about the decisions you need to make that will result in the retirement you envision. To increase your chances of achieving the retirement you want, we’re here to help tie all the components of your financial picture together.

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It All Started With a Simple Thought...

It All Started With a Simple Thought...

The financial industry can be a complex place, but current CEO and Founder, Brion Harris, thinks it doesn’t have to be that way. Brion co-founded Premier Planning Group in 2001 with his father, Dan. With the mantra, “always put the client first” in their minds, they created a space that offered retirement, investment, and financial advice in a way that was easy to understand and allowed clients to feel empowered and confident with their money choices. 

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Are You In or Nearing Retirement?

Attending an educational retirement workshop might be great for you! Brion Harris is known in Annapolis and throughout the financial community as one of the top retirement distribution specialists. He specializes in helping retirees turn their nest eggs into income they will not outlive. This enables his clients the opportunity to maintain their current lifestyle in and through retirement while leaving a legacy for the ones they care most about. Sign up for one of Brion’s retirement workshops today to learn how you should be planning for retirement.

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We Always Put the Client First!

We Always Put the Client First!

We are obsessed with the client experience. We always start with clients' needs first and then work backwards. Every decision we make as an organization can be traced back to the benefit of our clients. Their perceptions are our reality and their preferences and opinions become our innovative road map. Therefore we place particular value on personal relationships with our customers. Discover how this helped us create the process we have in place today.

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Giving Back

Premier Planning Group recently partnered with the charity, Gradient Gives Back, which devotes its resources to assisting Americans in advisors' local communities who are distressed or underprivileged and at risk of losing their homes. The Foundation awards deserving families with a full year of mortgage or lease payments in hopes of giving a hand up in life and not just a handout. 100% of all donations go back to deserving families in need. Premier Planning Group’s CEO and Founder, Brion Harris, made a generous donation and with the help of clients and two managing partners, Stephen Holt and Jason LaBarge, was able to raise enough money to award two local families with a full year of housing payments. The families found out they won at a surprise ceremony on April 19th. We are still accepting donations! Click below to learn more and how to donate.

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Online Account Access for Existing Clients

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Our Team

Our team consists of dedicated advisors and staff who all share a common goal: always put the client first! Learn more about how we're here to serve you.

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Our Story

Premier Planning Group was founded in 2001 by father-son duo, Dan and Brion Harris. Learn how they built PPG to the successful financial firm that they are today.

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Our Services

Premier Planning Group offers each client unique, unbiased, and honest advice on retirement and financial planning. Learn how our services can assist you in creating a better future.

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5 Smart Investing Strategies

5 Smart Investing Strategies

Getting what you want out of your money may require the right game plan.
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Social Security: The 64,000 Dollar Question

Social Security: The 64,000 Dollar Question

One of the most common questions people ask about Social Security is when they should start taking benefits.
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A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
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