Tim Maurer (CFP®)

Tim Maurer focuses in the
following client markets or areas of practice:

  • Business Owners
  • Entrepreneurs
  • Financial Psychology/Coaching
  • High Net Worth Client Needs
  • Professional Athletes or Entertainers

Additional Information

Tim Maurer is an advisor, speaker and author. he is a CERTIFIED FINANCIAL PLANNERTM practitioner working with individuals, families and organizations. A graduate of Towson University, Tim now teaches financial planning at his alma mater. Tim’s most recent book, “Simple Money: A No-Nonsense Guide to Personal Finance,” was published in 2016. He is a CNBC contributor and also writes weekly for Forbes.com.

A central theme drives Tim’s writing and speaking: Personal finance is more personal than it is finance. Regardless of our income or net worth, Tim believes it is our underlying values and goals that drive our behavior with money, which ultimately determines our satisfaction in work and life. Couching timely application in timeless wisdom, Tim educates at private events as well as in television, radio, print and online media. With a passion for relational communication, Tim has been featured on the Today show on NBC, CNBC and ABC’s Nightline, on NPR programs The Diane Rehm Show and Marketplace as well as in The Wall Street Journal, The Washington Post, The New York Times, The Baltimore Sun, Kiplinger’s Personal Finance, U.S. News & World Report and Money magazine, among others.

Tim is a husband and father first and lives in Charleston, South Carolina where he and his wife, Andrea, are the proud parents of two boys, Kieran and Connor, and are active members of their community. Outside of personal finance, Tim’s favorite pursuit is music, and he plays the drums and sings in an indie-bluesy-jazzy-rock band and at his church. He is also part of a group dedicated to serving the second poorest country in the Western hemisphere, Nicaragua, through micro-finance and entrepreneurial ventures. You can follow Tim on Twitter at @TimMaurer.

NAPFA Start Date

April 30, 2007


This Office

3623 N Elm St Ste 102 Greensboro, NC 27455-2746 Phone: (336) 230-0071