Financial Consulate, Inc.

Fee-only financial planning firm headquartered in suburban Baltimore, MD with an office in Gettysburg, PA.  Our mission is to help our clients lessen the worry and burden of money management.  We help our clients with questions such as:

  • When can I retire?
  • When should I start collecting social security benefits?
  • What survivor option should I select for my pension?
  • What should I do for health insurance when I retire?
  • Do I need long term care insurance?
  • How should I be invested during retirement?
  • What tax planning opportunities can I use to pay less in taxes?
  • How do I make sure my estate passes tax free to my heirs
  • and much more

We have 12 financial advisors and there are teams that work with clients of all different levels of net worth. We help clients who are far away from retirement, clients who are very close to retirement, and clients who are already retired. Visit our website to learn more. 


Advisors at this Office

Advisors at Other Firm Offices

Associates at Other Firm Offices


This Office

1741 Neighbor Street Fernandina Beach, FL 32034 Phone: (904) 833-7283

Primary Office

201 International Cir Ste 520 Hunt Valley, MD 21030-1353 Phone: (410) 823-7283

Other Offices

1741 Neighbor Street Fernandina Beach, FL 32034 Phone: (904) 833-7283
1302 Proline Pl Gettysburg, PA 17325-8298 Phone: (717) 334-1861