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William Tilghman

Advisor at Tilghman Wealth Management, LLC

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Tilghman Wealth Management, LLC logo

Firm

Tilghman Wealth Management, LLC

Location

Arnold, MD 21012

Credentials

Series 65

Industry experience

4 years

About

William Tilghman is the sole advisor at Tilghman Wealth Management, LLC in Arnold, MD. He holds a Series 65 designation and has four years of industry experience, including time at Markin Asset Management, LP. Prior to his financial career, he worked in several roles including at Annapolis Yacht Sales and Compass Languages. Tilghman Wealth Management offers personalized financial planning and investment management to individuals, families, trusts, estates, and family-owned businesses. The firm employs a fee-only advisory model and utilizes tailored investment strategies that include individual securities, mutual funds, ETFs, and separately managed accounts with risk management techniques such as dynamic asset allocation and the use of derivatives.

Client services

Based on Tilghman Wealth Management, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Tilghman Wealth Management, LLC

Wealth management Tax strategies for small businesses Family Business Charitable giving & philanthropy

Occupation focus

Based on Tilghman Wealth Management, LLC

Founder/Business Owner

Fee options

Percentage

$0 - $1,000,000: 1.00% per year $1,000,001 - $3,000,000: 0.75% per year $3,000,001 - $5,000,000: 0.50% per year $5,000,001+: 0.40% per year

Project-based

$185 per hour (negotiable)

Other

Account minimum: $500,000 minimum, with possible exceptions Fee-only: Fee-only compensation; no commissions or third-party compensation accepted.

Location

1464 Grandview Rd

Arnold, MD 21012

Most active in

Maryland

Work history

Markin Asset Management, LP

2021 - Present (5 years)

Unemployed

2019 - 2021 (2 years)

Annapolis Yacht Sales

2017 - 2019 (2 years)

SDLGovernment

2015 - 2017 (2 years)

Compass Languages

2006 - 2016 (10 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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Raymond G

CFP®

Edgewater, MD

Raymond L. Gazelle Jr.

College savings (529s, UTMA, etc.) General retirement planning Cash flow / budgeting Wealth management
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Robert C

CFP®, Series 63, Series 65

Annapolis, MD

Clark Company

Income planning General tax planning Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Founder/Business Owner
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Christopher O

Series 65, Series 66

Edgewater, MD

Harmony Wealth Advisors, LLC

Wealth management Real estate investing Private / alternative investments
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Jacolyn W

Series 63, Series 65

Annapolis, MD

JWC Capital Management, LLC

Wealth management Passive / index investing Active portfolio management

Adam B

CFP®

Annapolis, MD

Ventus Wealth Management

My path to founding a wealth management firm is different than most. As a child, my dream was to become a fighter pilot. After graduating from the United States Naval Academy with a degree in Aerospace Engineering, I achieved that goal, serving on active duty for a decade. I flew the F-18E Super Hornet from aircraft carriers and deployed multiple times to the Western Pacific. After those deployments, the Navy sent me to UNC Kenan-Flagler Business School to study finance, followed by the privilege of teaching undergraduate economics at my alma mater. After transitioning from active duty, I applied the skills I honed in the cockpit and classroom—leadership, effective communication, process improvement, and strategic decision-making—to multiple entrepreneurial ventures. My career as a financial planner is a natural extension of my passion for solving problems and serving others. With a background in engineering, military flight operations, top-tier business education, and collegiate economics instruction, I bring a unique perspective to wealth management: * Tenacity – Giving up is never an option. Just as a fighter pilot must persist in the air, I am relentless in helping my clients succeed. * Calm Under Pressure – I have a proven ability to think clearly in high-stakes situations, whether in the military or financial markets. I will not panic when volatility arises. * Candor – In aviation and life, speaking up is critical when the stakes are high. I will always provide honest advice, even when it’s uncomfortable. Living near Annapolis, Maryland, I cherish time with my family and enjoy Navy football, traveling, boating, and improving my golf game. I also continue to serve as a member of the U.S. Navy Reserves. Ventus Wealth Management — After a decade in the workforce, I became increasingly frustrated by the lack of financial services that truly met my needs. I couldn’t find a firm or advisor that offered the right combination of: ☑️A transparent fee and incentive structure ☑️ A flexible, client-focused service model ☑️ Modern technology solutions ☑️ Virtual meeting capabilities ☑️ Expertise tailored to my specific situation Recognizing this gap, I launched Ventus Wealth Management to address these shortcomings. Everything we do is designed with our clients in mind. Every element of our service and business model is intentionally crafted to deliver value and provide solutions that meet your needs.

College savings (529s, UTMA, etc.) Cash flow / budgeting Airline Pilot Military & Veterans Established Professionals Gen X (Born 1965-1980)
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Nicholas L

Series 66

Stevensville, MD

RCN Wealth Advisors, Inc.

Options & derivatives strategies Active portfolio management Real estate investing Private / alternative investments
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