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CovingtonAlsina CovingtonAlsina, LLC is a registered investment adviser. CovingtonAlsina is a Registered Investment Adviser. The third-party content may be dated.

This platform is solely for informational purposes and is not offering advisory services or sales of securities. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and mis information may be deleted. Our firm has provided content by third parties and/or linked sites within our posts, we believe that this content is reasonably reliable and does not contain untrue statements of material fact or materially misleading information.

How can you make your charitable giving go further?​​Join Ann Covington for a webinar hosted by Chesapeake Bay Environme...
10/16/2026

How can you make your charitable giving go further?​
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Join Ann Covington for a webinar hosted by Chesapeake Bay Environmental Center (CBEC) to learn how tax-efficient giving strategies can help you support the causes you care about while potentially reducing your tax burden.​
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Wednesday, October 21 | 6 p.m. ET | Virtual​
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Register today: https://bayrestoration.org/tax-efficient-philanthropy/

W**e in your glass. Your will on the agenda. 🍷​​Estate planning might not be the most exciting item on your to-do list, ...
10/16/2026

W**e in your glass. Your will on the agenda. 🍷​
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Estate planning might not be the most exciting item on your to-do list, but it’s an important conversation to have.​
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Join us for Women, W**e & Wisdom™ in Annapolis for an evening with an estate planning attorney. We’ll talk wills, trusts, estates, and the questions worth thinking through when it comes to your own plan.​
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Grab a glass of w**e, bring your questions, and join the conversation.​
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RSVP today: https://www.covingtonalsina.com/events

There's more to Social Security than picking an age.​​Your claiming age, retirement age, and spousal benefits can all fa...
10/15/2026

There's more to Social Security than picking an age.​
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Your claiming age, retirement age, and spousal benefits can all factor into the decision. Before you check a box and move on, it's worth understanding your options.​
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Join us for a virtual webinar covering Social Security basics, plus some of the questions that tend to come up when deciding when and how to claim.​
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Get the details and RSVP here: https://www.covingtonalsina.com/events/social-security-2

Money skills for their next step. 💰​​Our Middle School Financial Literacy Workshop gives students ages 12–14 the opportu...
10/14/2026

Money skills for their next step. 💰​
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Our Middle School Financial Literacy Workshop gives students ages 12–14 the opportunity to learn how to manage money, explore money management tools, and think through the financial decisions that come with growing independence.​
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We’ll cover practical skills they can start putting into practice as they enter the next phase of life.​
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Give your middle schooler a chance to build their financial knowledge early.​
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RSVP today: https://www.covingtonalsina.com/events

Smart money starts young.​​Our Elementary School Allowance Workshop gives kids ages 9–11 a fun, hands-on introduction to...
10/13/2026

Smart money starts young.​
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Our Elementary School Allowance Workshop gives kids ages 9–11 a fun, hands-on introduction to making and managing money.​
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We’ll explore four things kids can do with their money: save, spend, give, and invest, along with different ways to earn money and how money can make us feel.​
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A fun way to start building healthy money habits early. RSVP here: https://www.covingtonalsina.com/events/elementary-school-allowance-workshop-2

How much do you really know about your HSA?​​From eligibility and contributions to healthcare costs and retirement plann...
10/09/2026

How much do you really know about your HSA?​
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From eligibility and contributions to healthcare costs and retirement planning, there’s more to understand about how Health Savings Accounts work.​
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Join Ann Covington, CFP®, CPWA®, for a virtual session covering HSA basics, 10 key things to know, and examples of how contributions may work at different salary levels.​
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Get the details and RSVP here: https://www.covingtonalsina.com/events/health-savings-accounts

10/07/2026

Too much income for a Roth IRA? Think again.​

Ann Covington sat down with Annapolis Moms Media to break down Backdoor Roth IRAs, how they work, and what to know before considering one.​

Watch below to see how a Backdoor Roth IRA could fit into your retirement plan.

Divorce comes with a lot of decisions. And a lot of questions.​​From dividing assets and figuring out housing to navigat...
10/06/2026

Divorce comes with a lot of decisions. And a lot of questions.​
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From dividing assets and figuring out housing to navigating custody and the emotional side of the process, there’s a lot to consider.​
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Our Second Saturday Divorce Workshop brings together a family law attorney, financial professional, Certified Divorce Lending Professional®, and therapist to help you understand the different pieces of the process and your options.​
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Join us, ask questions, and take the next step with more information.​
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Sign up today at: https://www.covingtonalsina.com/events

Please help us congratulate Caroline Curran on her two-year anniversary with CovingtonAlsina! 🎉​​As a Operations Manager...
10/03/2026

Please help us congratulate Caroline Curran on her two-year anniversary with CovingtonAlsina! 🎉​
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As a Operations Manager, Caroline helps keep our team organized and our day-to-day operations moving forward. From building better processes to supporting our advisors, she plays an important role in the work happening behind the scenes.​
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We’re grateful for the organization, thoughtfulness, and dedication Caroline brings to our team every day. Congratulations, Caroline, and thank you for all you do!

Address

67 West Street, Suite 200
Annapolis, MD
21401

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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