Beth  Remick

Beth Remick

| CFP®, MBA

Ithaka Financial Planning, LLC

301-968-2381

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Fee-Only Financial Planner serving clients nationwide from offices in Bethesda, MD and Mattapoisett, MA.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Analysis
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

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5425 Wisconsin Ave
Suite 600
Bethesda, MD 20815

PO Box 665
Mattapoisett, MA 02739

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Beth Remick is a Bethesda, MD based Fee-Only Financial Planner with offices in Chevy Chase, Maryland serving clients in the Washington D.C. metro area, Southeastern Massachusetts and Nationwide.  Ithaka Financial Planning specializes in providing integrated financial planning and investment advice to help clients build, manage and protect their assets through life’s transitions.

Beth Remick, CFP®, MBA, is a founder and Principal of Ithaka Financial Planning.  A CERTIFIED FINANCIAL PLANNER™, Beth holds an MBA from the Fuqua School of Business at Duke University and a bachelor’s degree in commerce from the University of Virginia.

Beth is a member of the National Association for Personal Financial Advisors (NAPFA), the leading professional association for fee-only financial advisors.  She is also a member of the Financial Planning Association (FPA). Beth is an active member of NAPFA and has performed research on emerging financial planning issues as part of several financial planning study groups. Beth received her CFP® designation in 1999.

Prior to co-founding Ithaka, Beth was the Director of Financial Planning at Yeske Buie Inc. and the Director of Investment Services at Financial Planning Group, Inc., a predecessor firm to Yeske Buie Inc. from 1998 - 2009.  Before that, Beth was a Product Development Manager at Fannie Mae, a financial analyst at Eli Lily, and a research analyst following bank stocks at SunTrust Robinson Humphrey.

Beth and Carolyn are dedicated to helping women and families achieve their financial and life goals.

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Life Is About the Journey

At Ithaka we understand there are many paths in the journey of life. Rather than focusing solely on financial data, we take a more flexible and creative approach. We take a wider view that embraces your unique personality and preferences..

In addition, we know that goals can change not only with the ebb and flow of family, employment, and markets but also with changes of the heart. Be assured that Ithaka will help you monitor and reevaluate your goals, adjusting your plan to help you meet the changes and challenges of life.

Money Plays a Central Role

Regardless of where you are in life, it’s important to know that money plays a central role in everyone’s journey. How you spend or don’t spend money tells a story about where you’ve been and where you’re going.

We encourage a frank discussion about cash flow. Unlike the economy and markets, cash flow is one thing you can control. We can help you transform unplanned spending into a functional and harmonious system that keeps you on course toward your goals.

Equally important, we provide a safe environment where you can make important decisions about your journey, face hard truths, and make dreams a reality.

When done right, financial planning can help you unlock your productive energy and better use your wealth and talents to create a life rich in the experiences that you value.

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