The Financial Consulate is a fee-only financial advisory firm based in Lutherville Timonium, MD, with additional offices in Fernandina Beach, FL, and Gettysburg, PA. Committed to serving clients nationwide, their team of Certified Financial Planners (CFPs) and Certified Public Accountants (CPAs) provide comprehensive financial planning services, including tax planning, estate planning, investment planning, retirement planning, and risk planning. With a focus on building strong client relationships, Financial Consulate aims to alleviate the worry and burden of money management, allowing clients to spend more time building fulfilling relationships.
As members of the National Association of Professional Financial Advisors (NAPFA), Financial Consulate adheres to an ethical standard held by less than 1% of financial advisors in the US. They work as fiduciary advisors on a fee-only basis, putting clients' interests first and working without commissions. Their customized financial management plans are designed to support clients' values and goals, providing them with the financial freedom to focus on what matters most in life.
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