Education Center
Webinars
We will be conducting monthly webinars hosted by various members of our accredited team to discuss a variety of financial planning topics and help educate our viewers. Follow us on our social media platforms to know when our upcoming webinars will air live. Recordings of our previous webinars can be found here.
Popular Posts
Lemmings, following the pack
We have all heard the story of lemmings following the pack, even to the point of running over a cliff to their death. Whether or not it is true of lemmings, we use this metaphor to draw attention and care…
Read MoreCovid-19, Working from Home and 2020 Tax Consequences
What an unusual year 2020 has been for tax preparers, business owners, employees, and their families! Businesses have been forced to close, allowed to re-open under varying restrictions, and had to struggle with decisions that greatly impacted their employees. Negotiating…
Read MoreThe Best States to Retire In
I have seen many articles about great states to retire to and wondered how they developed their list. So, I decided to write my own article on the best states to retire. The greatest benefit of financial independence is that…
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About Our Financial Planning Firms in MD & PA
Our mission is to help our clients lessen the worry and burden of money management so they have more time to spend building relationships. This concept has been at the forefront of all of our financial advising work for the last 30 years. We have partnered with individuals, families and companies to bring clarity about their own wealth in the form of a personalized, comprehensive financial planning service—the Financial Physical®. Over 1,000 households throughout DE, DC, MD, PA, and VA have chosen us to be their ongoing financial planners through Personal Financial Management, which includes discretionary asset management.
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.