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Gregory Fridley

Advisor at Society Investment Management

Updated today

Firm

Society Investment Management

Location

Baltimore, MD

Credentials

Series 63, Series 65

Industry experience

4 years

About

Gregory Fridley is a financial advisor at Society Investment Management in Baltimore, MD, holding Series 63 and Series 65 designations with three years of industry experience. He has worked at Financial First Advisors since 1991 and has managed his own business, Taxbusters, since 1990. Society Investment Management provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm operates on a fee-only basis, emphasizing growth and income investment strategies while incorporating tax preparation and electronic filing as part of its advisory services.

Client services

Based on Society Investment Management

Financial planning Portfolio management

Expertise

Based on Society Investment Management

General retirement planning General tax planning Cash flow / budgeting

Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,000+: 0.50%

Project-based

$100 per hour for hourly planning engagements; $50 per hour for tax preparation work when performed separately; minimum tax preparation fee $100.

Other

Fee-only: Strictly a fee-only financial planning and investment management firm; no commissions or other fees accepted.

Location

Baltimore, MD

Most active in

Maryland

Work history

Financial First Advisors

1991 - Present (35 years)

Taxbusters (Self Employment)

1990 - Present (36 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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James F

Series 63, Series 66

Towson, MD

Baltimore Avenue Investments, LLC

Options & derivatives strategies Active portfolio management
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Diepriye B

Series 66

Owings Mills, MD

Gramel Capital Management LLC

General tax planning Wealth management Passive / index investing

Matthew P

CFP®

Columbia, MD

Patuxent Financial Partners, LLC

Hi, I’m Matt. My job as a financial planner is to make your life simpler. To help you efficiently and effectively narrow down your options, so you can make the right decisions. And be confident in those decisions for the long-term. Financial planning and investment management are often muddied by unnecessary complexity (usually in an effort to sell you something). It doesn’t need to be this way. I began my career in the financial services industry in 2003 as an analyst with the due diligence law firm Snyder Kearney, LLC (Columbia, MD). At Snyder Kearney, I reviewed public and private securities offerings and evaluated national securities sponsoring companies, focusing on real estate investments and non-traditional investment products. It was there that I realized that I wanted to know more about the practice of law and a lot more about the pretty co-worker in the cubicle next to me, Sylvie. I earned my law degree in 2007 from the University of Baltimore School of Law and married Sylvie in 2008; further proof that education and personal relationships are the investments that produce the best returns. After law school, I practiced law with the firm David Albert & Associates, LLC (Bethesda, MD), focusing in estate planning and administration, guardianship administration, taxation of estates and trusts, and business formations. There, I recognized that helping clients through complicated and often stressful issues was intellectually stimulating and emotionally fulfilling. In 2010, I opened Patuxent Financial Partners, LLC, registered as an Investment Adviser with the State of Maryland in 2017. Here, I leverage my legal background to provide clients with value-added insight in the overlapping areas of estate and financial planning. More importantly, as a personal financial planner and small business owner, I can build lasting relationships with clients and their families; these connections make my work fulfilling, because client success becomes intertwined with my own. I am a CERTIFIED FINANCIAL PLANNER™ practitioner and hold the FINRA Series 65 securities registration. Raised in Columbia, Maryland, I graduated from McDaniel College with a bachelor's degree in English. Outside of the office, I enjoy running, reading, and hiking with my wife, son, and our mutt hound, Kodi.

General estate planning guidance Retirement income strategy General retirement planning Government Employee Baby Boomers (Born 1946-1964)
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Gabriel T

PFS™, Series 66

Baltimore, MD

Trasatti Wealth Planning, LLC

General retirement planning College savings (529s, UTMA, etc.)
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Jeffery H

Series 66

Gwynn Oak, MD

Investream

Options & derivatives strategies Real estate investing
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Andrew D

Series 65, Series 66

Baltimore, MD

Schiff Wealth Advisors, LLC

Passive / index investing Real estate investing Tax-loss harvesting College savings (529s, UTMA, etc.)
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