A complete list of active advisors currently associated with Patuxent Financial Partners, LLC

Warmer can help you find a great advisor at Patuxent Financial Partners, LLC or one who fits your needs even better.

Patuxent Financial Partners is a small, state‑registered advisory firm serving about 64 clients, including individuals, high‑net‑worth households, and pension and profit‑sharing plans. It offers comprehensive and fixed‑fee financial planning with ongoing planner access and refers clients to third‑party money managers for portfolio implementation. The firm’s investment work is oriented toward passive management—building broadly allocated portfolios using index mutual funds and ETFs—and PFP assists clients in selecting, onboarding, and reviewing Outside Managers (including platform-based managers) rather than managing portfolios directly. Financial plans are tailored to client goals and reviewed periodically, with the adviser helping set allocation models, complete investor questionnaires, and coordinate with custodians and outside managers. What distinguishes the firm from many peers is that the principal holds both CFP credentials and a law license and performs legal work only on a volunteer basis, while explicitly not providing legal services to clients—a background that is uncommon among solo independent advisers. The practice also emphasizes pension and profit‑sharing plan clients and reports no regulatory assets under management, operating primarily as a planning‑focused, referral‑based adviser rather than an in‑house portfolio manager.

To learn more about the advisors currently working at Patuxent Financial Partners, 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.