Aquino Financial Group, LLC

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Aquino Financial Group, LLC We are a wealth management firm located in Carroll County, MD. Creating a financial plan requires a disciplined, well thought out approach. Identify. Plan. Focus.

Aquino Financial Group, LLC is a wealth management firm based in historic Westminster, Maryland.

“Aquino Financial Group’s Mission is to develop long term personal relationships by empowering and leading our client family in fulfilling their lifetime financial goals and dreams.”

Aquino Financial Group, LLC is a wealth management firm based in historic Westminster, Maryland. With guidance from multiple specialists our professional team provides comprehensive service. We have an established history of providing solutions to a variety of clients in various life stages. Communicate. Successful financial planning demands a clear process that consists of trustworthy leadership, two-way communication, and timely follow-up. Your financial goals are defined to meet your specific needs with our customized, personal, one-on-one service. YOUR unique problems are being addressed with unique solutions from our wide and deep “toolbox”
You will be able to make informed decisions with confidence with our financial education resources. Your financial goals and dreams will be defined, and a path toward achieving them will be created. You will have a trusted advisor and we will support you long-term, with a relationship based on financial leadership. Our services include
Managed investments

Principal Protection

Alternative Investments

Life insurance

Long term care insurance

Financial plan

Group benefits

Fee Based Planning

401K Rollovers

Charitable Planning

Annuities

529 plans

11/02/2026

Preparation can sometimes be all you need to make the impossible, possible.

A home is the single largest financial commitment for most people. What mortgage fits you best?
10/28/2026

A home is the single largest financial commitment for most people. What mortgage fits you best?

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot o...
10/26/2026

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot opportunities to do more with what you have.

Track your monthly income and expenses to get a clearer view of your cash flow.

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be...
10/23/2026

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

There are benefits and limitations when using a living trust.
10/21/2026

There are benefits and limitations when using a living trust.

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

When considering a record keeping system for your business, you need to ask yourself some very important questions
10/19/2026

When considering a record keeping system for your business, you need to ask yourself some very important questions

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
10/16/2026

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

10/14/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

[Video] Agent Jane Bond wants you to know about the basics of the bond market.
10/12/2026

[Video] Agent Jane Bond wants you to know about the basics of the bond market.

Agent Jane Bond is on the case, cracking the code on bonds.

The investments you’ve made in your life so far have helped prepare you for the future. We can help, too.
10/09/2026

The investments you’ve made in your life so far have helped prepare you for the future. We can help, too.

You’ve made investments your whole life. Work with us to help make the most of them.

Address

63 E Main Street, Ste 102
Westminster, MD
21157

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 2am

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