- 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
Roger Bair 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?
Roger is Regional Vice President and Senior Financial Planner at the Financial Consulate bringing over twenty-five years of experience in the financial services industry. He is a Certified Financial Planner™(CFP®) practitioner, an Accredited Investment Fiduciary Analyst (AIFA®), and a member of the National Association of Personal Financial Advisors.
He is a graduate of McDaniel College and holds a Master of Science in Finance degree from Loyola University in Baltimore. After serving as a US Army officer with NATO in Europe, Roger began his career in finance as an investment executive with Legg Mason. Subsequently, Roger joined Oxford Capital Management as a portfolio manager where he managed equity, balanced, and fixed-income portfolios for individual and institutional clients. In 1996, Roger joined PSA Financial where he performed the duties of chief investment officer. Roger has a passion for serving clients in part by helping them understand and be comfortable with the financial world, and is keenly interested in helping clients smoothly integrate their financial and non-financial lives. He is a frequent speaker at the Loyola College Sellinger School of Business.
Roger lives in Westminster, Maryland with his wife Audrey who is a Spanish and English teacher at Northwest Middle School in Taneytown, Maryland. Roger and Audrey have three children; Christopher, Nicholas, and Charlotte. He is active in his community through his church and Habitat for Humanity