Michael McCarthy

CFP®, CPA, PFS

Financial Consulate, Inc.

Financial Advisor

Michael McCarthy

CFP®, CPA, PFS

Financial Consulate, Inc.

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Michael McCarthy, CFP®, CPA, PFS

(410) 823-7283

Fee-Only financial planner located in Hunt Valley, MD, serving clients locally and across the country

Meet Michael McCarthy

Michael McCarthy is a Financial Adviser as well as the Chief Operating Officer and Chief Compliance Officer at the Financial Consulate. He is a Certified Public Accountant (CPA), Certified Financial Planner™ (CFP ®) practitioner and a Personal Financial Specialist (PFS™). He is a graduate of Towson University’s Accounting program.

A Consulate team member since August of 2008, Mike’s specialties in helping small business and entrepreneur clients as well as his operational efficiency and technology have brought an innovative edge to our various processes. He now stewards the company’s operations and compliance initiatives in addition to working with clients and small businesses.

Mike, his wife Holly and Daughters Carrigan and Devon, live in Fallston, Maryland. He is also the Chairman of the Ducks Unlimited’s Mason Dixon chapter.

Michael McCarthy 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

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Michael McCarthy 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 Michael McCarthy

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Office Locations:

  • 201 International Cir
    Ste 520
    Hunt Valley, MD 21030

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