Hunt Valley, MD Office
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Financial Consulate
Team
Firm-wide stats for Financial Consulate
About
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).
Based on Financial Consulate
Expertise
Based on Financial Consulate
Location
11019 McCormick Road, Suite 200
Hunt Valley MD 21031
Advisors at this office
3
Advisors at this office
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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