Financial Planners Serving the Mid-Atlantic Region

Delaware · Maryland · Pennsylvania · Virginia & Washington, DC

We know that fulfillment in life is not derived from the mere accumulation of currency and investments, but from true wealth contentment. Your true wealth will be your own unique lifestyle, portfolio and net worth statement. At Financial Consulate, our financial advisors are here to serve you.

Introduction Meeting

Come chat with us and get to know our team of financial advisors. It is a no-cost, no-obligation meeting where you interview us. We'll help you to understand our process and philosophy so you feel comfortable trusting us with your asset management.

Financial Physical®

The Financial Physical® is our trademarked financial analysis that is designed to provide you with a complete overview of your financial situation as it relates to your aspirations and values. Like a doctor examining your physical health, we check your financial pulse.

Personal Financial Management

At the end of the Financial Physical® we will ask you if you are ready to work with us on an ongoing basis through our Personal Financial Management. Our long-term financial planning services include ongoing financial management, tax preparation, and investment management.

Ready To Get Started?

Click below to contact us about setting up the introduction meeting!

Education Center

Financial Pulse

The Financial Pulse is our monthly video that we use to keep our audience up to date and informed. It covers current events, market updates and financial planning tips and tricks.

Money, Riches & Wealth

Every week, Drew Tignanelli, along with other special guests,  answers our listeners’ burning personal financial questions.

Consulate Podcast

The Consulate Podcast is a short podcast for people who want to learn more about personal finance with a focus on education, not sales.

Highlight

Watch Drew and Bob, both CPAs, discuss the financial planning implications of the Tax Cuts and Jobs Act (tax reform).

Consulate Journal

The Consulate Journal is our written blog, dedicated to educating our audience on a wide range of topics from financial planning philosophies and strategies to our own views of money.

Popular Posts

Retirement Options: Lump Sum Versus Pension

When preparing for retirement, you may be faced with a decision that will launch you into the next chapter of your life: your company retirement plan may offer a lump sum or pension option upon retirement. Choosing the right option…

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Protect Your Children from Identity Theft

With the growing prevalence of technology in our daily lives, identity theft is becoming an increasingly more common occurrence. The Financial Consulate strongly recommends mitigating the risk of identity theft by utilizing the following recommendations: Check your credit report at…

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The Snowball Effect: Investing in a Roth IRA

As a financial advisor, I know of no reason (other than lack of funds) why one should not invest in a Roth IRA. If you have available cash in the bank, then it would be a good idea to transfer…

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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.