Premier Planning Group

Premier Planning Group Premier Planning Group is a financial services firm located in Annapolis, MD offering assistance in investments, financial planning, and insurance.

MAKING THE COMPLEX SIMPLE. Because money doesn't have to be complicated. Premier Planning Group was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to create financial stability and security to provide financial independence.

A thoughtful plan is one of the best tools for sustaining your lifestyle in retirement. Regular reviews can help keep yo...
10/09/2026

A thoughtful plan is one of the best tools for sustaining your lifestyle in retirement. Regular reviews can help keep your income, investments, and spending aligned with your long-term goals, even as life changes.

Explore strategies to maintain your lifestyle in retirement. Brion Harris is a financial advisor at Premier Planning Group in Annapolis, MD.

Looking for trusted financial guidance? Meet our team of professionals who are committed to simplifying your financial d...
10/07/2026

Looking for trusted financial guidance? Meet our team of professionals who are committed to simplifying your financial decisions.

Visit our team page today to see how we can help make your goals a reality.

As Financial Planners in Annapolis, MD, we specialize in Investment Management and Retirement Planning. Schedule a free review today!

Want to shield your portfolio from market volatility? This new article shares how to diversify your investments like a p...
10/06/2026

Want to shield your portfolio from market volatility? This new article shares how to diversify your investments like a pro. Link in the comments.

Explore diversification benefits and how to manage risk in your portfolio. Brion Harris is a financial advisor at Premier Planning Group in Annapolis, MD.

Wishing everyone a beautiful autumn! 🍃🎃🍂
10/05/2026

Wishing everyone a beautiful autumn! 🍃🎃🍂

While many of us save and prepare for retirement, many people often overlook the different phases it entails. From the p...
10/05/2026

While many of us save and prepare for retirement, many people often overlook the different phases it entails. From the pre-retirement years in your 50s to the later stages of retirement, each stage brings its own set of decisions and experiences.

Let’s explore what you can expect in every stage of your retirement journey.

Learn about the various retirement planning phases from Brion Harris, a financial advisor at Premier Planning Group in Annapolis, MD.

Medicare open enrollment is coming. Review your coverage now and see what changes to costs and benefits may be ahead for...
10/02/2026

Medicare open enrollment is coming. Review your coverage now and see what changes to costs and benefits may be ahead for 2027.

Learn all about Medicare’s changes in 2027. Brion Harris is a financial advisor at Premier Planning Group in Annapolis, MD.

Want to feel more confident about your financial future? We can help!Give us a call today to take the first step.
09/30/2026

Want to feel more confident about your financial future? We can help!

Give us a call today to take the first step.

Contact Us [email protected] Premier Planning Group 101 Annapolis Street Annapolis, MD 21401 Phone: (443) 837-2520 Fax: (410) 216-9515 Mon-Fri: 9:00 AM - 5:00 PM Have A Question? Name Email Address Question Thank you! Oops!

Are you leaving potential tax savings on the table in your retirement accounts? Our recent article shares insight into R...
09/28/2026

Are you leaving potential tax savings on the table in your retirement accounts?

Our recent article shares insight into Roth conversion benefits, explaining how this strategy can be a game-changer for your wealth management.

Learn all about Roth conversion benefits. Brion Harris is the CEO, founder, and managing partner of Premier Planning Group in Annapolis, MD.

Considering alternative investments? Learn more before you decide!
09/25/2026

Considering alternative investments?

Learn more before you decide!

Learn a financial advisor’s view of illiquid alternative investments. Premier Planning Group is a wealth management firm in Annapolis, MD.

At Premier Planning Group, we’re here to help you define clear financial objectives while putting a custom plan in place...
09/23/2026

At Premier Planning Group, we’re here to help you define clear financial objectives while putting a custom plan in place. We’ll also roll up our sleeves to help you execute your plan, track your advancements, and tweak things along the way.

Ready to kick-start your journey? Visit our website or give us a call at 443-837-2520 to learn how we can serve you.

As Financial Advisors in Annapolis, MD, we specialize in Investment Management and Retirement Planning. Schedule a free review today!

Address

101 Annapolis Street
Annapolis, MD
21401

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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