Boggs & Company Wealth Management

Call Directions Website Contact the business

Boggs & Company Wealth Management As a multi-generational wealth management firm, we embrace our unique perspective and distinctive approach.

We’re able to offer exceptional service because our diverse team embodies our values. As a client and our priority, we stand determined to ensure that you live a life you love and are encouraged to cherish the moments you hold dear with the ones you love most. In working with us, you can rest assured that you can expect us to provide you and your loved ones with unbiased and value-driven financial guidance. We’re more than your advisors, we are your friend, your confidant, and will persevere as your voice of reason throughout your cycles of life.

⚠️ Road Closure NoticeA quick heads up for anyone planning to visit our Cumberland office! Beginning Monday, October 26,...
10/23/2026

⚠️ Road Closure Notice

A quick heads up for anyone planning to visit our Cumberland office! Beginning Monday, October 26, South Liberty Street will be closed from Baltimore Street to Harrison Street for approximately eight days due to brick repointing work on the building at the corner of Baltimore and South Liberty.

If you’re traveling on North Liberty Street, the detour will direct you left onto Baltimore Street. South Liberty Street is expected to reopen at the end of each workday.

Please plan accordingly when visiting us, and thank you for your patience while this work is underway!

10/21/2026

Donor-advised funds continue to be a popular charitable giving tool for many families.

Watch our latest video to learn why they are often considered during peak earning years and how they fit into broader philanthropic planning.
https://youtu.be/LQo3cCKQN9o

The recent release of Meta Platforms’ (META) personal AI agent Muse brought long-hyped, but until recently hypothetical,...
10/21/2026

The recent release of Meta Platforms’ (META) personal AI agent Muse brought long-hyped, but until recently hypothetical, personal AI agents into the forefront of investor’s minds. But what is a “personal AI agent”?

Get the full story in the : https://www.boggsandcompany.com/weekly-market-commentary

🚧Notice: Please excuse our mess while we give the office a little refresh.Thank you for your patience!
10/14/2026

🚧Notice: Please excuse our mess while we give the office a little refresh.

Thank you for your patience!

10/14/2026

Does your portfolio reflect what's most important to you?

Our newest video explores how personal values and financial decisions can work together as part of a broader planning conversation.

Watch here: https://youtu.be/gQtMWduNG4Y

Bank lending rarely commands the attention that payrolls, inflation, or consumer spending do. But it helps determine how...
10/14/2026

Bank lending rarely commands the attention that payrolls, inflation, or consumer spending do. But it helps determine how much momentum the economy can sustain. Commercial and industrial (C&I) loans, the workhorse of corporate finance, pay for everything from working capital to machinery and software. When banks are willing to lend and companies are eager to borrow, it suggests executives see enough opportunity ahead to put money to work. Get the full story in the : https://www.boggsandcompany.com/weekly-market-commentary

Please join us in congratulating Brenda Mulligan on 28 years in the financial services industry!We're grateful for the e...
10/12/2026

Please join us in congratulating Brenda Mulligan on 28 years in the financial services industry!

We're grateful for the experience, dedication, and care Brenda brings to the clients and families she serves. Congratulations on this remarkable milestone.

Address

29 North Liberty Street
Cumberland, MD

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+13017987669

Website

Alerts

Be the first to know and let us send you an email when Boggs & Company Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Boggs & Company Wealth Management:

Shortcuts

Share

Category