About Us

Severn Wealth Management began its journey in 1988, built on a foundation of providing exceptional wealth management services. Our name is inspired by the iconic Severn river flowing through our Annapolis and Naval Academy community. We have an unwavering commitment to deliver a comprehensive suite of financial solutions, meticulously tailored to your unique needs.

 A Family-Centric
Approach

As a family-operated firm, we understand the importance of fostering close-knit relationships. Our clients become an extension of our family, and we take pride in helping them nurture and protect theirs. Our team is passionate about creating meaningful connections, ensuring that every client feels valued and supported throughout their financial journey.

Independent Advisors
with Strong Partnerships

While we operate independently, our collaboration with Commonwealth's advanced planning team enhances our ability to serve you effectively. This partnership provides us with robust resources and insights, allowing us to deliver innovative and tailored strategies. Our independence, combined with this strong alliance, empowers us to focus on your best interests, providing objective and personalized advice.

Meet The team
Our Team of Dedicated Professionals

Our team boasts over 80 years of combined experience in the financial industry, offering you the strength and depth of our collective expertise. Through our collaborative approach, you benefit from the diverse knowledge, strategies, and perspectives of our advisors, ensuring that every important financial decision you face is addressed with care and precision at every stage of life.

Brian Phipps

Brian Phipps

Financial Advisor

443.433.4287

Maggie Phipps

Maggie Phipps

Client Services Coordinator

443.433.4283

Steven Roth

Steven Roth

Co-Founder & Managing Partner

443.433.4288

Wilson Phipps

Wilson Phipps

Co-Founder

443.433.4276

Who We Are
Partners in Your Financial Journey

We are committed to working closely with our clients, guiding them through every step of their financial journey. Our focus is on providing personalized support and professional advice, empowering you to make informed decisions and achieve your financial goals.

Our Belief
Discover Our Commonwealth Support Team

Our partnership with Commonwealth ensures that you receive comprehensive back-office support, enabling us to deliver exceptional service. The robust infrastructure and resources provided by Commonwealth allow us to focus on what matters most—your financial success. Together, we are committed to offering the highest level of expertise and support to help you achieve your financial goals.

Learn more

Are You Ready?
Take The First Step

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

Contact Us