OUR STRATEGIC PARTNERS

Here’s our story. We look forward to hearing yours.

JAMES D. WALSH, ESQ.
ESTATE PLANNING ATTORNEY
& CERTIFIED PUBLIC ACCOUNTANT

James D. Walsh is the owner of Walsh & Company, P.A. In addition to practicing as a lawyer, Mr. Walsh maintains his CPA license.
Mr. Walsh brings a unique and beneficial combination of skills to his practice. His approach is sensitive and based solely on the client’s needs and wishes. Mr. Walsh’s primary goal is to accomplish those of the client. As a lawyer and a Certified Public Accountant, a combination which the vast majority of estate planning lawyers cannot claim, Mr. Walsh is frequently in demand as a speaker on estate and tax issues for professional, legal, and accounting organizations, as well as community groups. He has served as
an expert witness in both Orphans’ and Circuit Courts and is
recognized as an authority throughout Maryland.


Have Questions for
Stuart Financial Group?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.