Welsh Financial & Accounting Services, LLC

   Welsh Financial & Accounting Services, LLC specializes in providing comprehensive personal financial planning on a fee-only basis. I also provide personal financial planning for specific events such as retirement & pension distribution options.
     Also, I offer annual financial checkups and tax planning to our clients. I do not provide the advisory service "assets under management" (usually a percent of client's investments) because I believe that the fees charged for these services will greatly reduce the client's net worth over time while investment advice and guidance can be provided in a more cost-effective manner to the client through constant financial checkups and education.

     Please contact me either through my email address (welshllc@msn.com) or phone number (410) 549-1075 because the messaging method to the right on this page is not always reliable.  Thank you. 

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit

Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit

This Office

1107 King Arthur Ct Sykesville, MD 21784-9509 Phone: (410) 549-1075

Primary Office

1107 King Arthur Ct Sykesville, MD 21784-9509 Phone: (410) 549-1075