A complete list of active advisors currently associated with Financial Consulate

Warmer can help you find a great advisor at Financial Consulate or one who fits your needs even better.

The Financial Consulate works with individuals (including high-net-worth clients), retirement plan sponsors and participants, and other institutional clients to provide comprehensive financial planning, discretionary and non-discretionary investment management, and retirement plan consulting. In addition to advisory services, the firm offers integrated tax and accounting work—tax preparation, bookkeeping, and QuickBooks support—alongside its financial planning and management engagements. The firm follows a proprietary “Risk Opportunity Investing” approach that blends active tactical asset allocation with bottom-up fundamental, top-down macroeconomic, and technical analysis, and it offers both active and index-oriented allocation strategies. It also provides a Financial Supervision service that allows clients to consolidate externally managed assets under non‑discretionary oversight for easier succession or transition. Compared with many multi-advisor practices, The Financial Consulate integrates accounting and tax services directly into its advisory offering and bills these services separately when provided, an arrangement that is statistically uncommon among peers. The firm issues regular client reporting (quarterly performance and annual tax reports) and leverages custodial publications and educational programs while maintaining longer‑standing offerings such as corporate seminars and stated conflicts‑management practices (for example, donating legacy insurance renewal commissions to charity and declining referral commissions).

To learn more about the advisors currently working at Financial Consulate, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Financial Consulate's office locations.

Name	Location	Years of experience
Roger Bair III	Westminster, MD	27
Charles Bender III	Lancaster, PA	15
Madison Bennett	Hunt Valley, MD	6
Robert Boehner	Gettysburg, PA	9
Jackson Courtney	Hunt Valley, MD	3
Graham Ewing	Lutherville, MD	11
Peter Geier	Baltimore, MD	2
Leo Lavezza	Towson, MD	3
Justin Linthicum	Hunt Valley, MD	5
Michael Mccarthy	Fernandina Beach, FL	9
Christopher O'shea	Fallston, MD	23
Alec Sunners	Baltimore, MD	4
Andrew Tignanelli	Fernandina Beach, FL	35

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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