Carolyn  Walder

Carolyn Walder

| CFP®

Lifetime Wealth Planning and Management

Fee-Only Financial Planner with offices in National Harbor, Maryland, and Alexandria, Virginia

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Our Other NAPFA Members

Visit Us

120 Waterfront Street
Suite 410
National Harbor, MD 20745

211 North Union Street
Suite 100
Alexandria, VA 22314

Carolyn Walder is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Carolyn Walder is the President of Lifetime Wealth Planning and Management, LLC, and is primarily responsible for the development of investment policy and portfolio management. Carolyn honed her financial planning and investment management skills as an associate of Bernhardt Wealth Management, Inc., for six years prior to founding Lifetime Wealth Planning and Management, LLC, in 2004. Carolyn has more than fifteen years of experience in financial planning and portfolio management. Carolyn is also an experienced lecturer and has presented at national forums, training sessions, and workshops, including a Regional National Association of Personal Financial Advisors (NAPFA) conference.