Ithaka Financial Planning, LLC
Fee-Only Financial Planner serving clients nationwide from offices in Bethesda, MD and Mattapoisett, MA.
Meet Beth Remick
Beth Remick, CFP®, MBA, is a founder and Principal of Ithaka Financial Planning. A CERTIFIED FINANCIAL PLANNER™, Beth holds an MBA from the Fuqua School of Business at Duke University and a bachelor’s degree in commerce from the University of Virginia.
Beth is a member of the National Association for Personal Financial Advisors (NAPFA), the leading professional association for fee-only financial advisors. She is also a member of the Financial Planning Association (FPA). Beth is an active member of NAPFA and has performed research on emerging financial planning issues as part of several financial planning study groups. Beth received her CFP® designation in 1999.
Prior to co-founding Ithaka, Beth was the Director of Financial Planning at Yeske Buie Inc. and the Director of Investment Services at Financial Planning Group, Inc., a predecessor firm to Yeske Buie Inc. from 1998 - 2009. Before that, Beth was a Product Development Manager at Fannie Mae, a financial analyst at Eli Lily, and a research analyst following bank stocks at SunTrust Robinson Humphrey.
Beth and Carolyn are dedicated to helping women and families achieve their financial and life goals.
Beth Remick is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
Beth Remick is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Beth Remick
5425 Wisconsin Ave
Bethesda, MD 20815
PO Box 665
Mattapoisett, MA 02739