The Financial Consulate, Inc

Financial ServicesMaryland, United States11-50 Employees

For over 40 years, Financial Consulate has served pre-retirees and retirees who've quietly built $1M+ in assets and want one simple thing: peace of mind that they're not making costly mistakes.

What makes us different? Unlike most advisors who just coordinate with your CPA, we ARE your CPA. Nearly half of our advisors are CPAs, backed by a dedicated tax team. We integrate tax planning into every financial decision—from pre-retirement Roth conversions to managing RMDs, QCDs, and IRMAA thresholds.

We deliver a comprehensive Financial Physical—complete financial plan, tax audit, insurance review, and estate analysis—BEFORE asking you to become a client. You get tangible value immediately and can evaluate our work based on actual results, not promises.

We grew organically through our radio show and client referrals because our advisors focus on teaching, not selling. As a fee-only fiduciary and NAPFA member, we're legally bound to put your interests first.

Tune in to our radio show, Money, Riches & Wealth, every Wednesday from 6-7pm on WCBM AM 680, or visit our website to schedule a complimentary introductory meeting.

Sign up for free to view info

Email Format Employee directory