Graham Ewing
CFP®, MBA
Financial Consulate, Inc.
Director of Financial Planning Standards
Graham Ewing
CFP®, MBA
Financial Consulate, Inc.
Director of Financial Planning Standards
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Graham Ewing, CFP®, MBA
Fee-Only financial planner located in Hunt Valley, MD, serving clients locally and across the country
Graham Ewing CFP®, MBA is a fee-only wealth advisor at Financial Consulate, based from the firm’s Hunt Valley, Maryland office. He serves clients from across the nation in pursuit of Financial Consulate’s mission: to help lessen the worry and burden of wealth management and enhance financial wellness so the firm’s clients can pursue relationships and true fulfillment. Financial Consulate offers comprehensive financial planning, which includes tax planning, investment planning, and retirement planning. Advisors at Financial Consulate are bound by legal obligation to provide unbiased and trustworthy financial advice and are never paid a commission of any kind.
Graham Ewing is Director of Financial Planning Standards and a Wealth Advisor at Financial Consulate, Inc.
Role at The Consulate:
My primary role at the firm is guiding clients through the financial aspect of life transitions that are often stressful. In addition, I help lead the Financial Planning department by supporting newer advisors and continuously looking for ways to improve how we serve our clients.
Educational Background:
I graduated with my bachelor’s degree from Towson University, where I majored in business administration with a concentration in finance and minored in economics. I earned my Certified Financial Planner™ designation in 2015 and in 2019, I graduated from California Lutheran University with a Master of Business Administration with an emphasis in Financial Planning.
Why I Became a Financial Advisor:
My grandmother is the reason I became a financial advisor. She was a perfect example of how constantly striving to serve others can bring the greatest fulfillment in life. I was also inspired by an unfortunate experience she had with a “financial advisor.” Instead of giving her comprehensive advice that would have financially prepared her for the unexpected passing of my grandfather, this advisor was focused only on selling financial products that ended up benefiting him the most. I knew there had to be a better way than this. Upon graduation from Towson University, I found this better way with the Financial Consulate and I see this true commitment to putting the client first in all firms within the National Association of Personal Financial Advisors (NAPFA).
Outside the Office:
I enjoy spending time with my family, and I love to travel. My favorite memories are when those two things are combined. I’ve traveled to Scotland, Holland, England, Denmark, Sweden, Iceland, Italy, Canada, Mexico, and 40 of the 50 states. Now that my wife and I have had our first daughter, we are looking forward to passing on the love of travel to her too!
Graham Ewing 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.
Our mission is to help lessen the worry and burden of wealth management and enhance financial wellness so our clients can pursue relationships and true fulfillment.
We know how important it is to have someone you trust for financial advice.
That’s why Financial Consulate follows an ethical standard held by less than 1% of financial advisors in the US as members of the National Association of Professional Financial Advisors (NAPFA).
- Under their watch, we work as fiduciary advisors on a fee-only basis.
- We work without commissions and are oath-bound by a code of ethics to put your interests first.
- All our advisors are Certified Financial Planners (CFPs) and maintain a level of continuing education that exceeds the normal requirements.
- Almost half of our advisors are also Certified Public Accountants (CPAs) which allows for complete coordination of your financial plans and goals.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Estate Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Families with the "Millionaire Next Door" Mentality
- Those Aiming to Reach Financial Independence
- Individuals Who are Engaged with and Trusting of Our Advisors
- Business Owners and Executives
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Processes Designed to Earn Client Trust
Professional Designations & Affiliations
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Graham Ewing is a NAPFA-Registered Financial AdvisorThe 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.
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Graham Ewing 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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Graham Ewing Serves as NAPFA Genesis Committee Chair
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Graham Ewing is Quoted on Towson University Business Dialogue: "Industry Insights: Careers in Financial Planning"
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Graham Ewing is Quoted in NAPFA Advisor: "Guiding their financial planning journey"
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Graham Ewing is a Guest on the Motivating Minute Podcast: "Happy Money"
Contact Graham Ewing
Office Locations:
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11019 McCormick Road
Suite 200
Hunt Valley, MD 21031
