Ted Toal| CFP®
Rockwood Wealth Management
- 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
- High Net-Worth Clients
- Women\'s Financial Issues
Annapolis, MD 21401
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
As a senior partner of Rockwood Wealth Management, Ted takes a comprehensive approach to wealth management. He sees his role as helping people make well-informed decisions in their financial life and investment plans-providing them with greater financial independence, peace of mind and security.
Ted graduated from Towson University with a Bachelor of Science degree and received his Certificate in Financial Planning from Florida State University's Center for Professional Development. Ted Toal is a CERTIFIED FINANCIAL PLANNER™ Practitioner. Ted values community service and is an active supporter of the Cystic Fibrosis Foundation.
When he's not working, Ted enjoys spending time with his wife, Joyce, and their three sons.
Fee–Only Financial Planning & Investment Management - Annapolis, MD.
Everyone has dreams and concerns in their financial life. Perhaps it's:
- Funding a retirement without any compromises in your lifestyle
- Paying for your children's college education
- Structuring your investments to provide a competitive return while controlling your overall risk
- Ensuring your estate is passed as you wish
Whatever your dreams and concerns are, you want advice. Advice that is non-biased and objective, based only on your needs. Rockwood Wealth Management is the answer.
Rockwood Wealth Management is an Independent, Fee–Only Financial Planning and Investment Management firm located in Annapolis, Maryland and serves the Baltimore–Washington DC Metro area.
We work for and represent you, the client. As Fee-Only Financial Advisors, our only objectives are to provide superior service to our clients, based solely on your goals and needs while developing and maintaining an ongoing, long–term relationship.
At Rockwood Wealth Management, our mission is simple: to provide personalized financial planning and investment advice that minimizes our clients' financial concerns and maximizes their security. Ted Toal, CFP® and partner at Rockwood Wealth Management, understands that every client has unique needs. Our role is to help you make smart, well-informed decisions about your financial life and investments - providing you with greater financial independence, peace of mind, and security.
To take control of your financial future, contact Ted Toal, CFP® at Rockwood Wealth Management today.
Rockwood Wealth Management has locations in New Hope, Pennsylvania and Annapolis, Maryland.