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MD Now Allows a Beneficiary Designation on an Automobile Title
In 2018 MD began to allow a beneficiary designation on an Automobile Title. If you own an auto in just one spouses name, then I strongly suggest you put a beneficiary on the auto title. It is very easy and…
Read MoreZero-Cost Commission Trading and the Power of Independence
This article is not designed to address the reasons behind zero-commission stocks trading, but instead to make the case for an advisor being independent from brokerage firms, insurance companies, and banks. Recent news banners have heralded zero-cost stock trading from…
Read MoreThe New World of Charitable Giving
There are many cool ways to get the greatest bang for your charitable giving buck, and this article will explore two techniques that are simple, relatively new, and effective. First is the Qualified Charitable Distribution (QCD) from an IRA. Unfortunately,…
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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.