Obsidian Planning Solutions

Obsidian Planning Solutions Business owners need to strategically plan how to protect their future and grow their business with continuity, succession & transition planning.

The problem is, business owners are busy people! At Obsidian Business Planning Solutions, we get it. Obsidian offers full financial planning solutions for small to mid-size businesses. Our team of experts specializes in wealth management, insurance needs, real estate investments, and trust & succession planning to create unique financial solutions for you and your business.

11/06/2025

Do you really know if you’re covered? 🛡️

An insurance needs analysis helps you uncover gaps, avoid surprises, and make sure your coverage actually protects what matters most: your family, your business, and your future.

Don’t leave it to chance, get clarity today.
https://www.obsidianplanning.com/insurance-needs-analysis/

We are thrilled to share that we are merging with Merit Financial Advisors! Please follow our new pages to stay up to da...
10/21/2025

We are thrilled to share that we are merging with Merit Financial Advisors! Please follow our new pages to stay up to date with our team. We look forward to connecting with you!

Merit Financial Advisors exists to enrich the lives of those we serve.

Learn more about our partnership with Merit: https://meritfinancialadvisors.com/obsidian-planning-solutions/

Opportunity Zones are a powerful way to invest in underserved communities and gain tax advantages. 💼Swipe through to see...
10/16/2025

Opportunity Zones are a powerful way to invest in underserved communities and gain tax advantages. 💼

Swipe through to see how the OBBA made OZs permanent, updated step-ups, and introduced Qualified Rural Opportunity Funds (QROFs).

Thinking about investing? Call Obsidian, we’ll help you navigate the rules and make it work for your portfolio. You should always consult your tax professional.

10/02/2025

These three actions are the foundation for a succession plan that works for you 👇

1️⃣ Know your business’s value: Understand what your business is really worth.

2️⃣ Define your post-business goals: Picture life after your business and how much income you’ll need and from which buckets of wealth.

3️⃣ Protect what you’ve built: Ensure your business and family are secure against the unexpected.

Start your succession plan today with Obsidian and leave your business on your terms.

Team spotlight: Meet Todd! 👏Todd, a CERTIFIED FINANCIAL PLANNER® and CERTIFIED EXIT PLANNER, brings nearly 30 years of e...
09/25/2025

Team spotlight: Meet Todd! 👏

Todd, a CERTIFIED FINANCIAL PLANNER® and CERTIFIED EXIT PLANNER, brings nearly 30 years of experience to Obsidian. He helps individuals, families, and business owners tackle financial challenges with clarity and confidence.

A graduate of Penn State’s Smeal College of Business, Todd enjoys cooking, traveling, golfing, and spending time with his son, Ethan.

We’re proud to have Todd as part of the team!

These OBBBA updates could impact your bottom line! 💼Swipe through to see the key changes. ➡️
09/11/2025

These OBBBA updates could impact your bottom line! 💼

Swipe through to see the key changes. ➡️

Todd Feldman headed to Baltimore this week for the Jewelers Guild meeting. Always great sharing insights and connecting ...
09/09/2025

Todd Feldman headed to Baltimore this week for the Jewelers Guild meeting. Always great sharing insights and connecting with partners and colleagues.

Amy Griboff, Randy Lightfoot and Amanda Coleman.

On July 4, 2025, President Trump signed the One Big Beautiful Bill Act into law.Swipe to see the significant tax changes...
09/04/2025

On July 4, 2025, President Trump signed the One Big Beautiful Bill Act into law.

Swipe to see the significant tax changes that could impact your financial planning 👉

Got questions or need help navigating these changes? Contact Obsidian today for expert guidance on how the new tax law impacts you and your business: https://www.obsidianplanning.com/contact/

Team spotlight: Meet Jay! 👏In 2023, Jay brought his 35 years of financial planning expertise to Obsidian. Known for his ...
08/28/2025

Team spotlight: Meet Jay! 👏

In 2023, Jay brought his 35 years of financial planning expertise to Obsidian. Known for his relatable, organized, and caring approach, Jay helps individuals and families build financial plans that align with their goals.

With a degree from the University of North Carolina and over 40 years as a Boy Scout leader, Jay enjoys golf, traveling, and reading financial planning magazines.

We’re proud to have Jay as part of the team!

As this generation enters their prime earning years, Financial planners will guide them through the complexities of reti...
08/21/2025

As this generation enters their prime earning years, Financial planners will guide them through the complexities of retirement planning, wealth transfer, and legacy building.

👉 Why is this so important?

1️⃣ Gen X is beginning to accumulate substantial wealth and is actively seeking financial advice.
2️⃣ They value personalized, tech-driven services that align with their unique needs and challenges.
3️⃣ Many are supporting both their children and ageing parents, making tailored financial strategies even more crucial.

Read the full article here: https://www.cerulli.com/press-releases/generation-x-represents-the-most-immediate-opportunity-for-wealth-managers

If you signed a buy-sell agreement, filed it away, and hoped you’d never need it... Now is the time to take another look...
08/14/2025

If you signed a buy-sell agreement, filed it away, and hoped you’d never need it... Now is the time to take another look. 🧐

The Connelly decision highlights a critical reason to review your agreement. Don’t let your heirs face unexpected tax liabilities.

Swipe to learn how to ensure your buy-sell agreement is still protecting your interests.

08/07/2025

Want to keep your business protected? 👀

Get expert tips delivered straight to your inbox.

Sign up for Obsidian’s newsletter and stay updated on everything from buy-sell agreements to financial planning strategies that can save you thousands. 📈

👉https://www.obsidianplanning.com/newsletter/

Address

2099 Gaither Road, Suite 110
Rockville, MD
20850

Opening Hours

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

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