Worthington Financial Partners

Worthington Financial Partners Elevate Your Financial Future. Trusted since 1883. With a high level of knowledge & integrity, we provide financial security for families & businesses.

Life can be complex, but protecting your assets doesn’t have to be. At Worthington Financial Partners, we work side by side with you to develop financial solutions that fit your lifestyle. Whether you’re looking for estate planning strategies, insurance products and services, or retirement planning strategies for you or your business, our agents located in Maryland, Northern Virginia, and Northern

California are alongside you every step of the way. You have the comfort of knowing that even when your life or business changes, you have a team working with you so you can change right along with it. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA (FINRA.org) and SIPC (SIPC.org), 9515 Deereco Road, Suite 700, Timonium, MD 21093 (410) 527-9507 Worthington Financial Partners is independent of Equity Services, Inc. National Life Group is a trade name of National Life Insurance Company (NLIC), based in Montpelier VT, and its affiliates. ESI is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. Frank Lucia is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in Maryland. He is also insurance licensed in Maryland. TC91403(0626)3

Making a difference starts right here in our community. 💙We were proud to present the Baltimore Hunger Project with a po...
09/02/2026

Making a difference starts right here in our community. 💙

We were proud to present the Baltimore Hunger Project with a portion of the proceeds from our 2026 Charity Golf Tournament! ⛳️

Supporting organizations that make a meaningful difference in the communities we serve is something we’re incredibly proud of. Thank you to everyone who helped make this year’s tournament a success and allowed us to give back to causes that matter.

Here’s to making an impact together! 🤝💙

Life changes. Your coverage should keep up.September is Life Insurance Awareness Month — a great time to take a fresh lo...
09/02/2026

Life changes. Your coverage should keep up.

September is Life Insurance Awareness Month — a great time to take a fresh look at your life insurance coverage and make sure it still aligns with your current circumstances.

Marriage, a new home, children, career changes, or new financial goals can all be reasons to revisit your coverage. Take a few minutes this month to review your policy, coverage amount, and beneficiary designations.

A policy review today can be an important part of your overall financial plan.

Making an Impact in Our Community 💙We’re proud to present a donation to the Cystic Fibrosis Foundation from the proceeds...
09/01/2026

Making an Impact in Our Community 💙

We’re proud to present a donation to the Cystic Fibrosis Foundation from the proceeds of our 2026 Charity Golf Tournament! ⛳️

It’s an honor to support an organization dedicated to advancing research, improving care, and helping people living with cystic fibrosis live longer, healthier lives.

Thank you to everyone who participated, sponsored, volunteered, and helped make this year’s tournament a success. Together, we’re making a difference beyond the golf course. 💙

Giving back to a cause that matters. 💜We were proud to present the Alzheimer's Association®’s Association with a portion...
09/01/2026

Giving back to a cause that matters. 💜

We were proud to present the Alzheimer's Association®’s Association with a portion of the proceeds from our 2026 Charity Golf Tournament. Thank you to everyone who sponsored, participated, volunteered, and helped make this event possible.

Together, we’re making a difference in the fight against Alzheimer’s. ⛳️💜

On Women’s Equality Day, we’re recognizing the importance of financial confidence and planning for the unique challenges...
08/26/2026

On Women’s Equality Day, we’re recognizing the importance of financial confidence and planning for the unique challenges women may face throughout their lives. 💜

From career breaks and longer retirement horizons to protecting income and building a legacy, having a plan can help you make informed decisions that support your goals.

Because your financial future should be built around **your goals, your priorities, and your vision for what’s ahead.**

Welcome to the team! 🎉Today, we welcomed five new members who are officially kicking off their journey with us!Over the ...
08/18/2026

Welcome to the team! 🎉

Today, we welcomed five new members who are officially kicking off their journey with us!

Over the next six weeks, they’ll take part in our Training & Development Program, with plenty of learning, growth, and new opportunities along the way. We’re especially excited to welcome special guest Greg Winsper, who will be sharing his knowledge and expertise throughout the program.

⛳ What a Day on the Green!🏌️‍♂️Worthington Financial Partners’ 1st Annual Golf Tournament was a huge success! We couldn’...
08/14/2026

⛳ What a Day on the Green!🏌️‍♂️

Worthington Financial Partners’ 1st Annual Golf Tournament was a huge success! We couldn’t have asked for a more beautiful day to bring together golfers, sponsors, friends, and community supporters for a great cause.

Together, we raised an incredible $16,000 to support our beneficiary charities and the important work they do in our community:

❤️ Baltimore Hunger Project
💜 Alzheimer’s Association
💙 Cystic Fibrosis Foundation
💛 Badges for Bass
A special thank you to our amazing sponsors for helping make this event possible:

• National Life Group
• Alere Planning
• Sortino Financial Group
• Deer Creek Canine
• Maple Capital Management
• Princeton Capital Management LLC
• Saul Ewing LLP
• Soundview Wealth Management

And of course, thank you to everyone who came out, played a round, sponsored the event, donated, and helped support these incredible organizations. Your generosity allows us to give back to the community we’re proud to be a part of.

🏆 Congratulations to our 2026 Tournament Winners!

🥇 1st Place: Paul Sortino
🥈 2nd Place: Seth Chait
🥉 3rd Place: Jonathan Singer

🎯 Longest Drive: Dominic Serio
📍 Closest to the Pin: Mike Kelen
⛳ Putting Contest: Tyler Shaff

We’re already looking forward to making 2027 even bigger and better! We hope to see everyone back on the course next year as we continue coming together to support the causes that matter most to our community.

Thank you for making our first tournament one to remember!💙⛳

Learning never stops at Worthington Financial Partners.A big thank you to Thomas (TJ) Hance, MBA and Steve McDonald our ...
08/03/2026

Learning never stops at Worthington Financial Partners.

A big thank you to Thomas (TJ) Hance, MBA and Steve McDonald our strategic partners from Atlantic Insurance Group LLC for stopping by our office to provide an overview of Maryland’s new FAMLI program. As regulations evolve, staying informed helps us continue delivering valuable guidance to the business owners we serve.

Major life events often create a good opportunity to review your financial strategy.Examples include:• Marriage• Buying ...
07/17/2026

Major life events often create a good opportunity to review your financial strategy.
Examples include:
• Marriage

• Buying a home

• Starting or growing a family

• Changing jobs

• Preparing for retirement

A periodic review can help determine whether your current strategy still reflects your needs.

Read more: https://bit.ly/44tsUiC

Address

9515 Deereco Road, Suite 700
Timonium, MD
21093

Opening Hours

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

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