Founded in 1997, Constellation Financial Advisors has a long history of providing trusted financial advice to clients. From the beginning, our mission has been to give our clients the financial independence that comes from knowing that their investments are being handled with their interests at heart.
A Message From Our Founder, Servando A. Llanio:
“As the founder of Constellation Financial Advisors, it has always been my desire to create a professional investment services firm that operates in an objective manner and whose sole focus is safeguarding the long-term financial objectives of my clients.
For over 20 years we have used fundamental asset allocation and investment discipline to prudently manage individual and corporate portfolios.
Recognizing that each investor is unique, we seek to develop and implement a long-term plan that is specific to your situation designed to preserve capital first, grow it second and provide for supplemental income for your lifetime.”
Megan is the Office Manager at Constellation Financial Advisors. Megan has been with Constellation Financial Advisors since 2016. She graduated fromWashington College (Chestertown, MD) in 2008, there she played field hockey and lacrosse and was the captain of both her senior year. After graduating with a degree in Business Management she worked in the Electronics/Security Industry for several years before coming to Constellation.
She currently lives in Parkville with her husband, Ben and their two children, Grady and Madeline. In her spare time, she enjoys traveling, spending time with her family and watching/playing sports.
Megan is an associated person of INVEST.
Servando A. Llanio
Servando “Sam” Llanio is the President and Founder of Constellation Financial Advisors. His work as a Financial Advisor spans a full range of issues related to wealth management, including investment analysis and retirement planning as well as the financial education of his clients. He is passionate about helping clients succeed in all parts of their financial lives. Prior to founding Constellation Financial Advisors in 1997, Sam began his financial services career in 1987 at The Equitable Insurance Company.Sam is a Registered Representative of INVEST.
Sam graduated from the University of Maryland with a Bachelor’s of Science. He currently holds Series 7 and 66 securities registrations, a Life, Accident and Health license and is licensed in several states across the country. Sam is dedicated to the science of economics and financial services, and continuously studies developments in economics, taxation, investing, and wealth management to ensure he is providing advice based on the most advanced knowledge.
Sam is an avid golfer and hunter, and enjoys traveling with his family. You’ll often find him at the gym in spin class or yoga, then later watching one of his sons play baseball. He currently lives with his wife, three sons and his dog, Winkie, in Phoenix, MD.
Cindy is the Client Relations Manager at Constellation Financial Advisors. She began her career in the investment industry in 1978 while working at Legg Mason, going on to work at other companies such as Mercantile Bank, American Express, and several other independent financial investment services firms. Cindy has been with Constellation Financial Advisors since 2006. Cindy is a Registered Sales Assistant of INVEST. She currently holds a Series 6 securities registrations and a Maryland Life and Health license. She is an active member of the Czech Genealogy Society of Baltimore and supports the Maryland Food Bank and several other homeless charities.
She currently lives in White Marsh with her daughter, Emily, who attends Towson University. In her spare time, she enjoys antiquing, traveling and researching her family history.
What Makes Us Different
Here at Constellation Financial Advisors, we believe getting to know our clients on a personal level allows us to serve them best. Many of our clients have been with us since the very beginning; we know their families and listen to their hopes and goals.
As a client, your interests are always our first priority and we strive to develop deep and meaningful relationships built on trust and integrity. Our sole purpose is to be a trusted advisor and to allow you the freedom to enjoy life to the fullest. We help our clients use their wealth to create the life they desire, enhance the lives of the people they care about, and establish a living legacy that represents their passions and values.
Servando A. Llanio began Constellation Financial Advisors with the intent of improving the lives of those in his community, not just be providing trusted financial advice, but also helping and supporting those in need. This passion to help others is a core principle for our firm and many of the clients we serve. The generosity and compassion of our clients inspires our staff to stay involved with local and worldwide community organizations and charities. Here are just a few of the charities we support.
Smile Train performs cleft-lip surgery on children in developing countries who have difficulty eating, breathing and speaking. Constellation Financial Advisors began donating to Smile Train in 2007, making it our mission to create 50 smiles. Since then we have far surpassed our goal by helping 104 children lead more fulfilling lives.
Casey Cares Foundation
Casey Cares supports over 600 critically ill children and their families. With their primary focus being hospital treatments and medical bills, little time is spent on laughter, enjoyment and spirit. Casey Cares helps create cherished smiles and memories to every family in their program.
USO of Metropolitan Washington-Baltimore
USO-Metro is a nonprofit organization dedicated to "serving those who serve, and their families" in Washington D.C., Maryland and Northern Virginia.
Ovarian Cancer National Alliance
Ovarian Cancer Research Fund (OCRF) and the Ovarian Cancer National Alliance (OCNA) have led the way in advocacy, research and support for patients and their families for over 22 years.
University of Maryland College Park Terrapin Club Scholarship Fund
The mission at Maryland Athletics is to educate, develop and serve student-athletes through a culture of academic and athletic excellence. Each year, financial support from Terrapin Club Scholarship Fund donors helps students achieve success in the classroom, in competition and in the community.
Montgomery County Women’s Bar Association
Constellation Financial has supported the Montgomery County Women’s Bar Association Auction for the past three years. The proceeds from these Benefits help fund the Pro Bono Program which helps clients obtain free legal assistance through a panel of volunteer attorneys and clinics.