A complete list of active advisors currently associated with Financial Dimensions, Llc.
Warmer can help you find a great advisor at Financial Dimensions, Llc. or one who fits your needs even better.
Financial Dimensions LLC provides personalized financial planning and investment management to individuals, trusts, estates, and small businesses, advising on cash flow, tax planning, retirement, education funding, and estate matters. The firm also offers tax preparation as a separate service and is a licensed insurance producer that may recommend and place non-variable insurance and certain annuity products. Investment management is delivered under written investment policy statements and typically follows a strategic asset-allocation, core-and-satellite approach that uses index funds and ETFs as core holdings while adding active managers or individual securities selectively. The adviser accepts discretionary trading authority, conducts periodic (generally quarterly) account reviews, and employs fundamental, technical, and cyclical analysis in its research and recommendations. The firm is wholly owned by First Financial of Maryland Federal Credit Union, and discloses that clients may be eligible for relationship benefits through the parent organization and that the credit union supports business-continuity arrangements, including takeover of management operations if key personnel are unavailable. Financial Dimensions also emphasizes advisor education with accounting-related credentials (e.g., Enrolled Agent, CPA) and discloses relationships with third‑party insurance networks and broker‑dealers that can affect how certain insurance and brokerage solutions are implemented.
To learn more about the advisors currently working at Financial Dimensions, Llc., 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.
Name |
Location |
Years of experience |
|---|---|---|
Lutherville, MD
| 1
| |
Lutherville, MD
| 3
| |
Lutherville, MD
| 1
| |
Lutherville, MD
| 28
|
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