About Us

Severn Wealth Management began its journey in 1988, built on a foundation of providing quality 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 theirs. Our team is passionate about creating meaningful connections, helping every client feel valued and supported throughout their financial journey.

Advisors
with Strong Connections

Our collaboration with Cetera's advanced planning team enhances our ability to serve you effectively. This resource provides us with robust resources and insights, allowing us to deliver sound and tailored strategies. With this strong alliance, empowers us to focus on your best interests, providing personalized guidance.

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, helping you navigate important financial decisions 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 guidance, empowering you to make informed decisions and pursue your financial goals.

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