Old Orchard Wealth Solutions

03/03/2026

🚨 We are pleased to share a 🗣️ team update with you! 🚨

J. Paul Phelan, CFP® has joined Old Orchard Wealth Solutions!

👋 Some of you may already recognize the face or the name! Paul was hired by Steve at his old firm, SFG. Not long after Steve transitioned from his ownership role at SFG to focus on his next chapter, Old Orchard Wealth Solutions, Paul also moved on to explore other opportunities. Over the years, Steve and Paul stayed in touch, and like things happen here in “Smalltimore”, the timing worked out for Paul to join our team once again! 🏆

📝 Paul brings more than 40 years of experience in the financial services industry, including roles with financial institutions that are now part of PNC, M&T Bank, and F.N.B. Corporation. He has also been affiliated with LPL Financial for nearly 20 years and brings extensive familiarity with LPL processes and operations. 📖

🛎️ As our Director of Client Relations, Paul will be working with Amber to provide behind-the-scenes support for financial planning and ongoing client service. He will also assist with firm coordination and maintaining relationships with various partners. 📧

📣 We’re excited to have Paul as part of Old Orchard Wealth Solutions and look forward to introducing him to many of you over time! 🎊

10/20/2025

📣 It’s Official! There is a new name and a new face at Old Orchard Wealth Solutions! 📣

👏 We’re pleased to announce that Christopher Davis has joined Old Orchard Wealth Solutions as a Senior Wealth Advisor. With over 20 years of experience in the financial services industry, Chris brings extensive insight into portfolio construction, trust management, and private wealth advisory.

👨‍🏫 Throughout his career, Chris has helped clients align their investment strategies with their life goals through thoughtful, research-driven guidance.

🏦 Prior to joining Old Orchard, he served as Vice President and Portfolio Advisor with F.N.B. Investment Advisors and held senior investment roles at PNC Wealth Management, managing over $150 million in client portfolios. He has also held advisory and banking positions at firms including Mercantile Brokerage, Morgan Stanley, and First National Bank of Maryland.

🎓 Chris holds the Certified Trust and Financial Advisor (CTFA) designation and is registered under the Series 65 license, which qualifies him to offer investment advisory services as a fiduciary. He earned his Bachelor of Arts in Economics from Pomona College and his MBA from Loyola University Maryland.

📈 At Old Orchard Wealth Solutions, Chris will focus on helping clients pursue long-term financial wellbeing by offering personalized, values-driven investment strategies based on decades of market experience and grounded in clients’ unique circumstances, goals, and risk tolerance.

🗣️ Please join us in welcoming Chris to the team! We are confident his insight and professionalism will be a valuable asset to the team!

03/03/2022

Our hearts go out to Ukraine and the people that are there now. That being said, we wanted to share some economic data from LPL Chief Market Strategist, Ryan Detrick. This echo's the same message we have been delivering to our clients.

12/30/2021

To all our friends and family - Cheers to a New Year!

"Here's to the New Year Ecard" is one of thousands of American Greetings cards you can personalize, share, and send to your friends and family.

12/10/2021

12/10/2021

Old Orchard Wealth Solutions was humbled to have the opportunity to raise funds for NAMI Metropolitan Baltimore. Mental health is so very important and programs like "Ending the Silence" that provide education to students, parents, and educators of middle and high schools in the Baltimore area.

https://fb.watch/9PaKdzNA7m/

12/03/2021

Having spent the last six years on the Board of Directors for NAMI's Baltimore Chapter, Steve has continuously nominated NAMI for the "Invest In Others" award. This grant is designed for financial professionals to nominate a charity of their choice for this award.

As Steve wrapped up his final year as Board President, he was humbled to hear that NAMI was selected for a grant for NAMI's "Ending the Silence" program. This program helps provide education about mental health to children, parents, and school administrators of our local middle and high schools in Baltimore County & City.

He was so very honored to have the opportunity to raise almost $20,000 in funds for this program!

12/09/2020

If you have any questions about your life insurance coverage, call our offices to schedule a call or meeting to discuss! 443-933-8000

There's no shortage of life insurance policies to consider. If you and your spouse are considering survivorship insurance, first learn who exactly this joint policy is most suited for.

12/04/2020

We posted about Steve selling Christmas Trees for his church, St. Pius X, well they got some news coverage! Come out to get your holiday greens!

Without church and visiting his mother-in-law’s house on Christmas Eve as usual due to the coronavirus pandemic, any Christmas tradition means more this year for Adam Eastham. Eastham, his wife, Deirdre, and their young children, Amelia and Elle, all went to Baltimore’s St. Pius X Church’s Chr...

11/11/2020

Earlier this year, our clients' son returned from a tour in Iraq and Syria. Steve was honored when he was presented with the Captain's mission flag that flew in his Apache Helicopter during the tour. Today we honor Cpt. Matthew DiBasillio and all the other brave members that have served our country!

07/24/2020

So we’re just going to let out the secret! Stephen M. Spurrier has dreamed of owning a jukebox his whole life. Now we can share a little nostalgia with our clients!