Elizabeth Plot

CFP®, ChFC®, AFC, EA

Primas Financial Planning

Founder and Financial Planner

Elizabeth Plot

CFP®, ChFC®, AFC, EA

Primas Financial Planning

Founder and Financial Planner

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Elizabeth Plot, CFP®, ChFC®, AFC, EA

443-842-6933

Fee-Only financial planner located in Maryland, serving clients virtually all across the country.

Meet Elizabeth Plot

Hi, I’m Liz and I’m a fee only financial planner and the founder of Primas Financial Planning. I started Primas FP to help young professionals and first-generation individuals and families build their wealth and make smart financial decisions.

I work with clients that are going through a transition: buying a home, getting out of the military, negotiating for a new job, navigating equity compensation or anyone just wanting to understand their finances better. I’m excited to hear about your goals - let’s meet!

Elizabeth Plot 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.

Contact Elizabeth Plot

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Office Locations:

  • 1014 W 36th Street
    Baltimore, MD 21211

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