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Why Work with Us

Identify.

Plan.

Communicate.

Focus.

Successful financial planning demands a clear process that consists of trustworthy leadership, two-way communication, and timely follow-up.

  • Your financial goals are defined to meet your specific needs with our customized, personal, one-on-one service.
  • YOUR unique problems are being addressed with unique solutions from our wide and deep “toolbox”
  • You will be able to make informed decisions with confidence with our financial education resources.
  • Your financial goals and dreams will be defined, and a path toward achieving them will be created.
  • You will have a trusted advisor and we will support you long-term, with a relationship based on financial leadership.

Client Technology Experience

Aquino Financial Group Delivers Powerful Client Experiences & Integrate the Best technologies to bring More Value to Our Relationships.
From A to Z, our clients have everything to deliver modern, valuable experiences to our relationships.
Our impactful insights and to have meaningful conversations using an intuitively designed and integrated digital approach.

  • Comprehensive financial planning
  • Client portal & document vault
  • Interactive risk assessment
  • Integrated data gathering
  • Dynamic performance reporting
  • Digital client onboarding
  • Streamlined fiduciary documentation
Community Involvement

Community Involvement

Steve believes that it is important to serve not only clients, but the community as well. This philosophy was reflected in Steve’s popular “Carroll County Buzz” radio show which, for its six year run, highlighted as guests members of the community who sought to make a difference. The show also entertainingly informed listeners of steps they could take to improve their financial lives and protect themselves and their families from the uncontrollable.

In his efforts to serve the community, Steve has also provided invaluable leadership to a number of community-based organizations, including among others over the years:

  • Carroll County Chamber of Commerce: Steve, Chairman of the Board
  • NAIFA Maryland: Steve, two terms as president

Cybersecurity

Our IT team proactively monitors, maintains, and supports our complex, ever-evolving technology infrastructure, allowing us to focus on serving our client relationships. You can enjoy peace of mind knowing that our devices and systems are always compliant, up-to-date, and running smoothly. This is done through a thorough Cybersecurity Policy that is place.

Founders Financial, LLC, (the “Company”) and its subsidiaries, including but not limited to, Founders Financial Securities, LLC, a registered Independent Broker Dealer Registered Investment Advisor (the “RIA”), are committed to safeguarding the confidentiality, integrity, and availability of sensitive information while ensuring compliance with Securities and Exchange Commission (the “SEC”) and Financial Industry Regulatory Authority (the “FINRA”) cybersecurity regulations as well as applicable laws. This policy and the technical controls described outlines the framework, modeled after the NIST Cybersecurity Framework, for managing cybersecurity risks and the responsibilities of officers, directors, employees, contractors, and third-party service providers in protecting our information assets.

Awards or achievements

Awards or achievements

  • NAIFA-MD Recipient of the Paul J. Murphy Award 2014
  • NAIFA- MD Inducted into Hall of Fame 2014
  • Carroll County Chamber of Commerce 2009 Small Business of the Year Award
  • NAIFA Carroll/Howard member of the year

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