Elizabeth Plot (AFC, CFP®, ChFC®, EA)

Elizabeth Plot focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Investment Advice without Ongoing Management
  • LGBT Couples and Families

Additional Information

We help you build your wealth, achieve your goals, and make smart financial decisions. Most of our clients are combining finances for the first time, having a baby, buying a home, or are the first in their family to start saving for the future. We offer tax planning and tax preparation. Please visit our website for more information: www.primasfp.com

NAPFA Start Date

October 12, 2022

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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.
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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.

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This Office

1014 W 36th Street Baltimore, MD 21211 Phone: (443) 842-6933