Scarborough Capital Management was founded on the belief that everyone deserves access to high quality financial advice.
In the late 1980’s, many financial firms were focused on serving the wealthy. Scarborough set out to provide something different. We wanted to offer a service that was practical for everyone, not just a small percentage of the population. So we introduced 401(k), 403(b) and Thrift Savings Plan management services to American workers in the heartland.
Soon after, we broadened our scope to offer comprehensive financial planning, so we could help clients simplify their entire financial lives.
Our evolution didn’t stop there. Several years later, we saw that our clients were busy and often didn’t have time to drive to our offices for meetings. So we were one of the first firms to offer “virtual” advisory services. This allowed us to begin serving people from coast to coast.
Fast forward to the present day…while we’ve expanded, we’ve remained a close-knit team of professional advisors with a lot of shared history. Everyone on our team shares a passion for providing practical advice so you have the best chance of reaching your goals.
Most importantly, we have adhered to our founding beliefs:
- Financial advice must be practical. We act more like a financial coach instead of old-fashioned “stock broker”. There’s nothing we love more than helping you map out all of your financial goals….then helping you work toward them one by one!
- Getting advice must be convenient. You’re busy, so we interact with you whichever way you prefer: in person, or by email, phone and online conference.
Thirty years later, we now oversee more than $1 billion in assets. We’re incredibly honored to serve as a trusted partner for so many individuals and families.
Our Team
Greg develops strategies to address each client's unique situation. His overarching goal is to provide visibility on a client's big picture so they can make proactive decisions. For those just starting to accumulate wealth, it might mean prioritizing and automating savings. For those nearing retirement, this might mean mapping out an income strategy's one thing to save and grow assets, but another thing entirely to make a plan for assets to last. As a long-time Annapolitan, Greg was the youngest of five children in a Navy family; his wife Sabrina is an accountant in Annapolis; his sister owns Weems Creek Nursery School in West Annapolis, where his brother also owns Redds Automotive. Greg holds a degree in Finance from Villanova University. He is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Retirement Planning CounselorSM and a Behavioral Financial AdvisorSM Greg also serves as a Forbes contributor. Over the years Greg has been featured in Baltimore Magazine as an nine-time Five Star Wealth Manager. He has also been a member of the Forbes Finance Council from 2016 through 2020.
I joined the Scarborough Capital Management team in 2006. I am a CERTIFIED FINANCIAL PLANNER™ professional and also hold the Accredited Investment Fiduciary (AIF®), Retirement Income Certified Professional™ (RICP®), Chartered Retirement Planning Counselor™ (CRPC®), and the Chartered Federal Employee Benefit Consultant (ChFEBCsm) designations. My goal is to work with clients to help identify their personal and financial objectives and subsequently develop a blueprint to help implement, monitor, and accomplish those goals. I currently offer financial education, comprehensive financial planning, 401(k), 403(b), TSP, and wealth management to help investors reach their retirement goals.
As an Executive Vice President and Retirement Advisor at Scarborough Capital Management, I also am a separately registered representative of, and offer securities through, Independent Financial Group, LLC., member FINRA/SIPC. I also hold Series 7 and 66 registrations and separately, Life, Health, and Variable Annuity Insurance licenses. For state licensing information please visit www.scmadvice.com.
I joined the Scarborough Capital Management team in 2003. I am a CERTIFIED FINANCIAL PLANNER™ professional and also hold the Chartered Retirement Planning Counselor (CRPC®) Designation. I currently offer education, financial planning, 401(k) and 403(b) and asset management to help investors build their retirement assets. My goal is to work with clients to help them identify their personal and financial objectives and subsequently develop a blueprint to help implement, monitor, and accomplish those goals.
As an Excutive Vice President and Retirement Advisor of Scarborough Capital Management, I also am a separately registered representative of, and offer securities through IFG, member FINRA/SIPC. I also hold Series 7 and 66 registrations and separately, Life, Health, and Variable Annuity Insurance licenses.
I graduated from Towson University, where I received a Bachelor of Science degree in Business Administration with a concentration in Finance. I also received a Certificate in Financial Planning from New York University and am currently a member of the WealthManagement.com ACI panel.
As a Retirement Advisor I enjoy helping clients plan for retirement through active management of their Employee Retirement Plans. I graduated from University of Maryland, Baltimore County with a bachelor's degree in Economics. After graduation I earned my Series 7 and Series 66 registrations and also obtained my health and Life Insurance license. I also hold the CERTIFIED FINANCIAL PLANNER™ designation. I live in Pasadena, MD and enjoy boating, fishing, and being outdoors with my wife and our two sons.
Areas of Focus
-Financial Planning
-Insurance Planning
-Retirement Income Planning
-Asset Allocation in 401k or 403b
-Asset Management
Jeff joined the Scarborough Capital Management team in 2015 and works alongside managing partner Ian Arrowsmith. He currently offers education, financial planning, 401(k) and 403(b) and asset management to help investors build their retirement assets. His goal is to work with clients to help them identify their personal and financial objectives and subsequently develop a blueprint to help implement, monitor, and accomplish those goals. He is a CERTIFIED FINANCIAL PLANNER™ professional.
As a Financial Planner of Scarborough Capital Management, Jeff also is a separately registered representative of, and offers securities through IFG, member FINRA/SIPC. He holds Series 7 and 66 registrations and separately, Life, Health, and Variable Annuity Insurance licenses.
Jeff graduated from Towson University, where he received a Bachelor of Science degree in Business Administration with a concentration in Finance. He also received a Certificate in Financial Planning from Northwestern University.
Jeff currently resides in Severna Park with his wife Alexis, who is a teacher for Anne Arundel County Public Schools, and their 2 children.
1989
20-49 Employees
Independent Financial Group, LLC
Charles Schwab & Co.
1,300,000,000
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Scarborough Capital Management ADV 2A
https://info.scmadvice.com/hubfs/Part%202A%20of%20Form%20ADV%202021.pdf
Form CRS
https://scmadvice.com/form-crs/
Privacy Policy
https://info.scmadvice.com/hubfs/SCM%20Privacy%20Policy%202021.pdf
Additional Detailed Disclosures
Securities through Independent Financial Group, LLC (IFG), a registered broker-dealer. Member FINRA/SIPC. Advisory services offered through Scarborough Capital Management, a registered investment advisor. IFG and Scarborough Capital Management are unaffiliated entities.
For state licensing information please visit https://scmadvice.com/.
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