SL_FinancialHouse_Profile_0519 . qxp_Profile 5 / 13 / 19 2 : 09 PM Page 1 interests . In fact , Biloon sees his primary D PROFILE role as someone who helps clients make informed decisions . “ Sometimes we have to play devil’s advo - cate , ” he says . “ A client may come to us and say , ‘ I want to buy a boat . ’ Our responsibility is to then say , ‘ OK , you can certainly do that , but here’s what that’s going to mean to your financial plan . ’ … The only bad decision is an uninformed decision , and that’s where we come in . ” This client - first philosophy underscores the foundation of every strong relationship : trust . Advisors continually make sure clients are working toward their financial goals . During times of intense market volatility , such as the tail end of 2018 , this might include helping clients manage their emotions . “ Some clients are more sensitive to those kinds of market corrections , ” says esemer , Gri now in his 37th year in the financial - services in - Rootedin Trust dustry . “ We’ve always done our best to put things in perspective and mentally prepare For more than 30 years , the team of professionals at people for those kinds of market moves . At the Financial House has been helping clients build a rock - same time , those situations may present an opportunity to proactively review their portfolio ure . solid foundation for the fut nd reset the compass . In some cases , we may a by BILL DONAHUE | photography by JEFF ANDERSON be able to look at their overall tax picture to see if we can turn lemons int emonade . ” o l As Woodson suggests , Financial House Although there’s no such thing as a crystal investments , insurance coverage , and estate aims to build lasting relationships rooted in ball , Financial House may have the next best planning , among other strategies , all designed trust , service , and respect . thing . For more than 30 years , the team of to create , grow , and protect clients ’ wealth . “ Our job i professionals at this Centreville , Del . - based fi - “ When people come to us , we start with s to be stewards of our clients ’ nancial - services firm has been helping clients on , not all of which is about fi - a conversati wealth , ” she says . “ Everyone here has a client - look to the future with a sense of comfort , nances , ” says Woodson , who worked as an first mentality , and with every interaction we c educator prior to earning her CERTIFIED FI - want to get a clearer understanding of what’s alm , and preparedness . NANCIAL PLANNER ™ de important to them . When our clients tell us , ‘ I signation and joining In the same breath , the firm has embraced feel better off today than I did yesterday , ’ then Fi its own good advice by taking steps to ensure nancial House . “ We talk about their goals in ? we its long - term health . Many of the founding life . Maybe they want to have a peaceful re - know we’re doing our job well . ” partners have retired over the years , and the tirement , or help their children buy their first business has since transitioned to the next home , or leave a legacy for future generations . D FINANCIAL HOUSE generation . Currently , a tri of partners is We want to find out what’s important and o 5818 Kennett Pike leading Financial House into the future — who’s important , and then use that perspective namely , Joseph E . Biloon , CFP , Robert D . s a starting point . ” a Centreville , Del . Griesemer , CLU , ChFC , and Emily R . Woo Financial House also works to make each dson , ( 302 ) 654 - 5451 client feel appreciated as an individual . While CFP , the daughter of former partner Mary Ann FinancialHouse.com the Blair , who retired at the end of 2016 . advisors ’ client lists include a “ The transition has been very smooth , ” number of high - net - worth individuals says Woo and families , Biloon says clients ap - dson . “ I had worked with our clients Financial House partners ( left to right ) Emily R . Woodson , CFP , Robert D . Griesemer , CLU , ChFC , and r seven or eight years prior to my mother preciate the fact that there are no fo Joseph E . Biloon , CFP retiring , so it was a win - win - win situation : account minimums . She was able to retire knowing things here “ If it’s a lot of money to you , it’s would be well taken care of ; I had the oppor - a lot of money to us , ” he says . tunity to be mentored and trained by an ex - “ Whether it’s $ 50 , $ 5,000 , $ 5 million , perienced advis or 50 million , we’re here to help . If $ or who had been in the busi - you have an issue that’s keeping ness for more than 30 years ; and our clients you awake at night or a problem to had peace of mind from knowing they would solve , we’re going to try to help continue to work with advisors they already you know and trust . ” solve it . If we can’t , we’re going to The next generation of Financial House’s help you find out where to go to ad - advisory team includes seven financial planners , dress whatever the issue is . ” each one assisted by a devoted staff member , As an independent firm , Finan - an in - house investment analyst , and other vital ial House is not limited to certain c resources . All team members are focused on financial products and solutions , understa so its advisors can offer a host of nding what’s most important to clients prescriptions to serve clie and then creating customized plans regarding nts ’ best Registered associates of Financial House are registered representatives offering securities and investment advi - sory services through Lincoln Financial Securities Corporation , Member SIPC . Lincoln Financial Securities and Financial House are not af?liated . LFS - 2530122 - 050619