Who we are

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John Webbert, CFP®

John Webbert began his financial planning career in 1990 when he went to work for a local branch of an investment/insurance company. He quickly became disenfranchised watching "advisors" push expensive company insurance products on their clients, rather than provide unbiased advice. After a few months, he left that company and opened his own office, where he felt he could provide the best advice to his clients. 

John completed his AA degree in 1975 at Essex Community College, where he was also a 2-sport athlete in soccer and lacrosse. He graduated with his BA in Business/Economics and MBA from the Crummer School of Business at Rollins College in Winter Park, Florida, where, as a senior, he was captain for their Division II soccer team. 

Upon returning to the Baltimore area and before opening his financial planning office, John was the Transportation and Volunteer Coordinator at the Maryland School for the Blind. His wife, Linda, also worked at MSB as an adapted physical education teacher and athletic director. She also enjoyed many years as an adapted physical education resource teacher team leader for Baltimore County Public Schools before retiring in 2018. 

John now enjoys playing tennis, traveling, and photography. Growing up with 10 siblings left an imprint on John's life of the importance of family. He enjoys spending time with his wife, Linda, 2 children, 4 grandchildren, brothers and sisters, and many nieces and nephews . As a testament to his caring and trustworthy demeanor, he counts most of his family and friends as clients. "If a client is not a friend when they start working with us, they usually are after."

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Tom Webbert, CFP®

Tom Webbert joined his father in 2006 and has been helping clients with their financial planning ever since. Tom is a graduate of Loyola College of Maryland (now Loyola University Maryland), where he earned a degree in business administration and a minor in computer science.

After college, as an account executive in technology sales, he was quickly promoted to team leader and worked on large accounts like Johns Hopkins, Northrop Grumman, Archdiocese of Baltimore, and The City of Baltimore. After three years, he decided he wanted to be more involved with helping people directly and making a difference in their lives. He went to work with his father and earned his CFP® in 2013. He did have some early experience in the field, as Tom completed his first tax return while in the 5th grade--under the guidance of his father.

Tom's wife, Diane, is the Visual & Performing Arts Chair at the Institute of Notre Dame. They currently live in Charles Village with their 2 sons, Jeremiah and Adrian. Tom loves coaching his son's sports team with the Lutherville Timonium Recreation Council. He also enjoys playing basketball and soccer.

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