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
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
Office Locations:
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1014 W 36th Street
Baltimore, MD 21211
