Chad  Norfolk

Chad Norfolk

| CFP®

WMS Partners, LLC

Serving clients nation wide with offices in Towson, MD

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

Visit Us

1 Olympic Place
8th Floor
Towson, MD 21204

Chad Norfolk 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?

Chad is a Certified Financial Planner (CFP®) practitioner and is a member of the National Association of Personal Financial Advisors (NAPFA). He graduated from Towson University with a Bachelor of Science Degree in Business Administration. He has completed advanced training with Rutgers University on a variety of portfolio management strategies. 

Chad’s expertise and opinions have been sought by several publications including the Wall Street Journal, Forbes, Investor's Business Daily, Marketwatch.com, Financial Planning Magazine and the Baltimore Business Journal. He has been invited as a featured panelist for Financial Advisor Magazine, the ProFunds Group and has been featured by Jefferson National in its monthly advisor focus.

Chad resides in Finksburg, MD with his wife and three sons. His family is active in the community where he serves as a youth soccer and lacrosse coach.