- 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
Annapolis, MD 20814
Wendy Moyers 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?
Wendy Moyers, CFP®, CDFA®, is a senior financial advisor with May Barnhard Investments LLC. She is a fee-only financial advisor who specializes in assisting women during times of transition. Wendy is passionate about helping women achieve their financial goals and fully committed to helping them navigate life’s financial changes. She pairs with her passion more than 20 years of experience in the financial industry, including 12 years at Charles Schwab. She has been featured on NPR, Fox Business, Wall Street Journal Radio and MarketWatch and in the Washington Post.
As the mother of two growing daughters, Wendy’s passion for helping women goes beyond her job as a financial planner. She strives to create an atmosphere in which financial literacy and the confidence to make financial decisions are accessible.
Through personal experience, Wendy understands how difficult it can be to make financial decisions during times of transition. Her situational and financial knowledge create a unique blend of strengths to best serve your financial planning needs when you are facing changes.