Investor Database — 54,000+ VC, PE & angel contacts, the full list for $19.Get the list

Financial Consulate

Other Maryland, United States

Overview

Financial Consulate is a fee-only financial advisory firm based in Hunt Valley, Maryland, offering comprehensive financial planning and investment management services. The firm provides a range of services, including investment planning, estate planning, tax planning, retirement planning, and risk planning. Their approach emphasizes a comprehensive methodology designed to earn trust over time, encompassing life planning, financial planning, and information planning, with a unique process called the Financial Physical™. Financial Consulate operates on a fee-only basis, ensuring that their advisors' compensation is not tied to commissions or revenue sharing. This structure allows them to maintain objectivity and prioritize clients' best interests. Their team consists of Certified Financial Planners (CFPs) and Certified Public Accountants (CPAs), enabling complete coordination of clients' financial plans and goals. The firm serves clients nationwide from its offices in Hunt Valley, Maryland; Fernandina Beach, Florida; and Gettysburg, Pennsylvania, and is a member of the National Association of Personal Financial Advisors (NAPFA), adhering to a high code of ethics held by less than 1% of financial advisors in the U.S.

Investment Focus

Minimum annual fee typically met with managed assets of $500,000 or more

Reach Financial Consulate directly

Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.

Unlock full contacts →

Frequently asked questions about Financial Consulate

What sectors does Financial Consulate invest in?

Financial Consulate invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Maryland, United States. Financial Consulate is listed as a other in the ConnectSafely investor database.