Founded in 1982, The Financial Consulate, Inc. is a Registered Investment Adviser (RIA) that operates on a fee-only basis, meaning it does not accept commissions for product sales. The firm's mission is to act as a "Personal CFO" for its clients, providing objective and holistic financial guidance. Their services encompass a wide range of financial needs, including investment management, retirement planning, tax strategies, estate planning, and insurance analysis, all integrated into a comprehensive financial plan.

Founded in

United States