Dan Ebinger
CFA®, CFP®
Bay Point Wealth
Financial Advisor
Dan Ebinger
CFA®, CFP®
Bay Point Wealth
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Dan Ebinger, CFA®, CFP®
Fee-Only financial planner located in Annapolis, MD, serving clients locally and across the country
Dan Ebinger is a Annapolis, MD fee-only financial planner. Bay Point Wealth provides comprehensive financial planning, portfolio management, and tax planning to help individuals and families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Dan Ebinger is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Dan Ebinger joined the Bay Point team in 2018 as a Financial Advisor, working with individuals and families seeking objective and thoughtful financial advice. Coming from the wholesale investment side of the business Dan felt wealth management offered a better alignment between his enjoyment in solving problems with his affinity towards helping others. His attentiveness towards both numbers and people makes him an ideal complement for families navigating a challenging wealth management landscape.
He is a Chartered Financial Analyst® (CFA) Charterholder, one of the most respected and recognized investment credentials in the world. The CFA Charter reflects his passion and commitment to placing investor and client interests above all else.
Dan specializes in working with High Net Worth Individuals and business owners using his expertise in investments and financial planning to build and implement investment strategies and financial plans.
Dan grew up in Frederick, MD and now lives in Arnold, MD with his wife Christie and their twin daughters, Mollie and Mackenzie, and son, Max. When he is not helping clients, he is likely playing with his children in the backyard, watching his beloved Redskins, or enjoying the limited quiet time with his wife.
Our mission at Bay Point Wealth is to integrate planning, investments, and taxes, with you at the center. The first step is understanding where you want your financial journey to take you. We use this foundation to build appropriate strategies, tailored to you.
We look at and integrate all aspects of your financial life, including your investments, taxes, insurance, and estate plan to provide advice in an unbiased, clear, and comprehensive manner. In interactive meetings, we will show you how different factors affect your financial future. In real time you can see how spending, investment returns, savings, and other factors will affect your wealth. Once you feel comfortable with your plan, we will design an investment portfolio that reaches your goals in a cost effective and tax efficient manner, maintaining as little risk as possible. Lastly, not only will we prepare your tax return, we will look for opportunities to minimize your tax burden and integrate your tax planning with your overall financial plan.
At Bay Point Wealth, you get comprehensive planning, investments, and taxes. Everything you need, all in one place.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Investment Portfolio Management
- Insurance Analysis
- Tax Planning
- Retirement Income Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- High Net Worth Individuals
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Dan Ebinger is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Dan Ebinger is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Bay Point Wealth Bay Point Wealth Named to Best Financial Advisors in Baltimore 2022 List by Expertise.com
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Dan Ebinger is a Member of the CFA Society of Baltimore
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Dan Ebinger is Featured in Eye on Annapolis: "Bay Point Wealth’s Dan Ebinger earns Certified Financial Planner designation"
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Dan Ebinger is Featured in Baltimore Business Journal: "People on The Move"
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Bay Point Wealth Management is a Member of the Ann Arundel Chamber of Commerce
Contact Dan Ebinger
Office Locations:
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By Appointment
Annapolis, MD 21409
