Drew is the President of the Financial Consulate and the originator of the Financial Physical®, the Retirement Financial Physical®, and Triune & Planning Services. Drew is a Certified Public Accountant (CPA) and a Certified Financial Planner™ (CFP®) practitioner, a member of the National Association of Personal Financial Advisors (NAPFA), and a graduate of Towson University.
As an advocate for individuals and their financial needs, Drew has developed a passion for educating the public about financial services, serving as an instructor through seminars to local businesses and municipalities via the Community College of Baltimore County.
Drew is also actively involved in the Financial Physical®, new and existing client relations, client tax planning, and firm media relations. Drew’s advocacy for his clients helped him develop the firm’s mission: “To help our clients lessen the worry and burden of money management so they have more time to spend building relationships.”
Drew lives in Reisterstown, Maryland with his wife, Beverly. When he is not spending time with his two step-children and five grandchildren, Drew can be found golfing, fishing, cooking, or gardening.
Money, Riches & Wealth
Drew is the host of Money, Riches & Wealth, a financial talk show airing live every Wednesday from 6:00-7:00pm on 680 WCBM Talk Radio in Baltimore, Maryland. Tune in every Wednesday to learn about all areas of personal finance, with features including expert guests and questions from fellow listeners.
Why Did Drew Start Financial Consulate? Hear It From Him…
I founded Financial Consulate to make up for a distinct lack of credentials, responsibility, and experience in the industry. I am proud that the Financial Consulate is built on these six pillars:
“I believe it is these six pillars that have shaped Financial Consulate into the trusted, expert fiduciary that it is today. The care and consideration that we show each and every one of our clients cannot be matched elsewhere. We keep our mission at the forefront of our approach with each client: to help our clients lessen the worry and burden of money management so they have more time to spend building relationships. This mission, combined with our dedication to integrity and education, leads to strong client relationships and better financial management.”