Creating a Financial Plan That Grows With You

“Comfort is not a component of what we are chasing.” 

A financial plan that adapts to your evolving family and career. 

We go beyond comfort zones, diving into the complexities of your financial life to uncover opportunities, address challenges, and craft strategies that empower you to achieve meaningful progress. Our approach isn’t about ease—it’s about excellence, diligence, and creating a plan that truly works for the long haul. 

We embrace the "long short road"—investing time upfront to deeply understand your goals and needs. This deliberate effort may feel challenging at first, but it ensures a streamlined, stress-reduced experience down the line. 

Whether you’re navigating the complexities of RSUs in pharmaceutical sales, planning your transition as a law firm partner, or a family aiming to maximize tax efficiency while enjoying more quality time, we’re here to push boundaries and help you move forward with confidence. 

Focus on what truly matters, knowing that a team of experts is working relentlessly to build a financial foundation as ambitious as your aspirations. 

Welcome

Whether you’re just getting started with financial planning and feeling a little intimidated, or you already have a plan that could use a fresh set of eyes (and maybe a few upgrades), you’ve come to the right place. 

I’m Nick—and yes, I really did start my career as a stockbroker by day and a stand-up comedian by night. These days, I’ve traded late-night sets for in-depth strategy sessions, and I’ve built a career as a trusted expert in financial planning. But don’t worry—I still bring the humor. I believe planning for your future doesn’t have to be stiff or stressful. 

My team and I work with individuals and business owners to create financial plans that are personal, practical, and aligned with your biggest goals. Whether you're navigating new territory or fine-tuning your existing strategy, we’ll help you feel confident in your decisions and clear on your next steps. 

We make the process approachable, collaborative, and yes—even a little fun. 
We look forward to working with you! 

 

Ready to experience financial planning with clarity and a touch of humor?  

Connect with us to start building a plan as ambitious as your aspirations. 

I'm Top Ranked by Forbes

Forbes has recognized Nicholas Lamanna as one of the top financial security professionals in Maryland. You can read the full "Best-In-State" article here. 

Forbes Best-in-Sate Top Financial Security Professionals list (July 2024), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 12/31/2023. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

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