- Fully Comprehensive Advice
- No Obligation Intro Meeting
- Team Based Relationship
- Investment Management
- Tax Planning and Review
- Tax Preparation
- Retirement Planning
- Estate Planning
- Philanthropic Planning
- Education planning
- Business Owner Planning
- Insurance Advice
- No Referral Fees or Kickbacks
- Employee Benefit Optimization
- Government Benefit Optimization
- In-Person or Virtual Meetings
Our Other NAPFA Members
Gettysburg, PA 17325
Hunt Valley, MD 21030
Mike McCarthy 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?
Mike is a Financial Planner as well as the Chief Operating Officer and Chief Compliance Officer at the Financial Consulate. He is a Certified Public Accountant (CPA), and a Certified Financial Planner™ (CFP ®) practitioner. He is a graduate of Towson University’s Accounting program. A Consulate team member since August of 2008, Mike’s specialties in operational efficiency and technology have brought an innovative edge to our various processes. He now stewards the company’s operations and compliance initiatives in addition to working with clients and small businesses. Mike and his wife Holly, a music teacher at Kingsville Elementary School, live in Fallston, Maryland. He is also the Chairman of the Ducks Unlimited Mason Dixon chapter.