Fee-Only Financial Planners with CFP Designations

As a fee-only personal financial management firm, you can be confident that every financial service we perform is done with your best interests in mind. Here at Financial Consulate, we believe education is the key to successful financial management. We require our financial advisors to maintain continuing education in excess of the requirement of the CFP® Board, and we are one of the few financial advisory firms nationwide that are registered with the National Association of Personal Financial Advisors (NAPFA)’s rigorous ethical standards.

Retirement Planning

With retirement planning services from Financial Consulate, we’ll help you develop a financial strategy to help you live a comfortable lifestyle after you stop working.

Investment Advisory & Wealth Management

The experienced and ethical investment advisory team at Financial Consulate can help you manage your return on investment by diversifying your portfolio and continually monitor its progress with regards to your financial circumstances and life events.

Get in Touch with Our Financial Advisors Today

The level of knowledge and expertise we provide our clients is unprecedented in the financial planning industry. We have invested significant time, money, and resources to train our advisors to strive to be the very best. We always focus on advising, not selling, and we offer comprehensive personalized recommendations for our clients’ consideration.

For Personal Financial Management in the Mid-Atlantic area, including Delaware, Maryland, Pennsylvania, Virginia, and Washington, DC, please contact Financial Consulate today.