Reveal Wealth | Columbia, MD

We're here
to help
We're right here
with you
Bring your career to life
We're right here
with you
Bring your career to life
We have the answers... and we're happy to share
New York Life is dedicated to serving professional advisors
We have the answers... and we're happy to share
It all starts with you
We're in this together
What do you want
to do?
Bring your career to life

"Life is about so much more than money but money impacts every facet of our lives. It’s woven into our relationships, our health, our careers, and our communities. It impacts our peace, our joy, our confidence, and our motivation."

Here at Reveal Wealth we care about your financial journey.

We care about your life and how your money impacts it. We take a holistic approach to wealth management by first learning everything we can about you, and then helping you make wise financial decisions that keep your money aligned with what matters most to you.

We work with a wide variety of individuals and families, business owners, professionals, and retirees, all at different ages and stages of life. With our years of combined industry experience, we have the knowledge and experience to help you grow, protect, and pass on the wealth you’ve worked so hard to create.

No matter where you are on your financial journey or how much planning you have or haven’t done, we’d be honored to meet you there, educate you on your options, and empower you to make financial decisions that will help you live your best life.

Holistic Wealth Management

Putting our years of combined industry experience to work for you.

Financial Planning

Retirement Planning

Business Planning

Estate Planning

Insurance Planning

Charitable Giving

Founding Partners

Helping you take care of the people and things that matter to you.

Al Johnson

Founding Partner/Financial Advisor

Broderick YoungCFP^®, ChFC^®, CLU^®, CASL, CLF^®

Founding Partner/Financial Advisor

“Wealth is the result of a mind-set that embraces tried and true habits, backed by consistent and persistent action.”

— Dr. Dennis Kimbro —

Our Process

One thing our clients appreciate about working with us is that we don’t believe in cookie-cutter services or a one-size-fits-all approach. Instead, we follow a meticulous process designed to help get to know each client’s situation, goals, and level of risk tolerance so that we can make appropriate recommendations to meet their needs. Everyone is different and we may amend our approach to suit a specific client, but in general, we utilize the following process to help those we’re privileged to serve.

Step 1: Discovery

Step 2: Clarify

Step 3: Engagement

Step 4: Develop Customized Recommendations

Step 5: Implementation

Step 6: Ongoing Consultative Follow Up

Learn More

Al Johnson (CA License #4031731), Broderick Young (CA License #4029991), Jevertus Demarcus Burnett, Ferris Dean, Richard Rivera, M. Felicia Craig-Littlejohn, Chris Turner (CA Insurance License #0J15189, P. Danyale Thomas, and Hepsie Bohman (CA License #OM06922) are agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of AL, CA, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NJ, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV. No insurance business may be conducted outside of these states referenced.

Al Johnson, Broderick Young, Jevertus Demarcus Burnett, Richard Rivera, P. Danyale Thomas, Ferris Dean, M. Felicia Craig-Littlejohn, and Chris Turner are Registered Representatives of and offer securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, and are collectively licensed and offer securities products and services in the states of AL, CA, CT, DC, DE, FL, GA, HI, IL, KY, LA, MA, MD, MI, MS, MO, NC, NJ, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI. NYLIFE Securities is a New York Life company. No offers may be made or accepted from any resident outside the specific states referenced.

Al Johnson, Broderick Young, Richard Rivera, and Chris Turner are separately registered as investment adviser representatives with Eagle Strategies LLC, a Registered Investment Adviser, and collectively are licensed and offer investment advisory services in the states of AL, CA, CT, DC, DE, FL, GA, IL, KY, LA, MA, MD, MI, MS, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WI. As such, these services are strictly intended for individuals residing in the specific states referenced. Eagle Strategies is a New York Life company.

Reveal Wealth is not owned or operated by New York Life or its affiliates.

Neither Reveal Wealth and its employees or New York Life or its subsidiaries and affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional regarding your particular situation.

The Nautilus Group® is a service of New York Life Insurance Company. Neither The Nautilus Group®, its member agents, nor its staff provide tax, legal, or accounting advice. Clients are urged to seek the advice of their own professional advisors before implementing any planning strategies.

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For additional information, visit Customer Relationship Summary.pdf