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Cfpâ Greg Ostrowski

Cfpâ Greg Ostrowski

Managing Partner at Scarborough Advisors, LLC

Annapolis, MD , United States

About

Gregory S. Ostrowski, CFP®, ChFC®, CRPC®, BFA™, is the Managing Partner at Scarborough Capital Management, based in Annapolis, MD. In this role, he leads client strategy, oversees investment portfolios, and directs business operations, leveraging over two decades of financial advisory experience. He focuses on guiding individuals, particularly business owners and entrepreneurs, through retirement planning, 401(k) solutions, debt reduction, and comprehensive wealth management.

Ostrowski's investment expertise spans equity and fixed income strategies, with a particular emphasis on retirement accounts such as 401(k), 403(b), and IRA rollovers, as well as holistic financial planning for individual investors and professionals. He is recognized for his behavioral finance insights and is committed to helping clients prioritize financial goals such as reducing debt, optimizing savings, and building investment portfolios tailored to their long-term objectives.

A graduate of Villanova University with a BS in Finance and International Business, Greg holds the CERTIFIED FINANCIAL PLANNER™ designation along with several other industry credentials. Notably, he has been named a “Five Star Wealth Manager” by Baltimore Magazine multiple years and served on the Forbes Finance Council. He is also active in community service as a board member for local organizations, reflecting his dedication to both his profession and the broader community.

Career History

OrganizationRoleDate RangeDetails
Scarborough Capital ManagementManaging PartnerNov 2013 to Present
CERTIFIED FINANCIAL PLANNER™ practitioner, Chartered Financial Consultant®, Chartered Retirement Planning Counselor™, and Behavioral Financial Advisor™ managing assets for corporate employees, entrepr...
Scarborough Capital Management, Inc.Chief Operating OfficerOct 2008 to Nov 2013
CERTIFIED FINANCIAL PLANNER™ practitioner and Chartered Retirement Planning Counselor™ Chief Operating Officer of Registered Investment Advisory firm managing retirement assets for individuals across...
Scarborough Capital ManagementFinancial AdvisorMay 2002 to Oct 2008

Education

Villanova University

BS, Finance, International Business

Skills & Expertise

Retirement Planning
Strategic Financial Planning
Investments
Investment Advisory
Estate Planning
Personal Finance
Retirement
401k
Portfolio Management
Asset Management
IRAs
Life Insurance
Insurance
Mutual Funds
Certified Financial Planner
401k Rollovers
Rollovers
Personal Tax Planning
Start-ups
Investment Management
Finance
Pensions
Asset Allocation
Small Business
Wealth Management
Financial Advisory
Alternative Investments
Investment Strategies
Securities
Financial Services
Fixed Annuities
ETFs
Wealth Management Services
Wealth
Entrepreneurship
Equities
Tax

Others at Scarborough Advisors, LLC (2)

NameRoleLocation
I
Ian Arrowsmith
Managing PartnerBaltimore, MD , United States
Ryan Ansted
Ryan Ansted
Managing PartnerAnnapolis, MD , United States

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