The Internal Revenue Service (IRS) uses algorithms (i.e., computer program applications) to examine the data that it receives and then fires off notices to taxpayers to explain distributions from individual retirement accounts (IRAs) and other forms of retirement accounts. When…Read More
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.
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.