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Justin L
CFP®
Hunt Valley, MD
Financial Consulate
Justin Linthicum is a CFP® at Financial Consulate with seven years at the firm and five years of industry experience. He previously worked at Offit & Roth, P.A. and Katz, Abosch, Windesheim, Gershman & Freedman, P.A. Financial Consulate serves individuals, retirement plan sponsors, and institutional clients with comprehensive financial planning, investment management, and retirement plan consulting. The firm integrates tax and accounting services with its advisory offerings and employs a proprietary “Risk Opportunity Investing” approach combining tactical asset allocation with fundamental, macroeconomic, and technical analysis.
Jackson C
CFP®
Hunt Valley, MD
Financial Consulate
Jackson Courtney is a CFP® professional with three years of industry experience, currently serving at The Financial Consulate. His prior work includes roles at DoorDash and Instacart, as well as academic positions at Towson University and Marriotts Ridge High School. The Financial Consulate provides comprehensive financial planning, investment management, and retirement plan consulting to individuals, retirement plan sponsors, and institutional clients. The firm combines active tactical asset allocation with fundamental, macroeconomic, and technical analysis, and integrates tax and accounting services alongside its advisory offerings.
Madison B
CFP®
Hunt Valley, MD
Financial Consulate
Madison Bennett is a CFP® professional with six years of industry experience, currently serving at The Financial Consulate in Hunt Valley, MD. Prior to joining the firm, Madison held positions in the hospitality industry, including roles at The Pier Restaurant, Glory Days Grille, and Stoney's Seafood House. The Financial Consulate serves individuals, retirement plan sponsors and participants, and institutional clients by providing financial planning, investment management, retirement plan consulting, and integrated tax and accounting services. The firm employs a proprietary "Risk Opportunity Investing" approach that combines active tactical asset allocation with fundamental, macroeconomic, and technical analysis, offering both active and index-oriented strategies.
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