Patricia Currey

CFP®, CEBS

Currey Financial Consulting, LLC

Financial Advisor

Patricia Currey

CFP®, CEBS

Currey Financial Consulting, LLC

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Patricia Currey, CFP®, CEBS

(410) 956-0655

Fee Only Financial Planning and Investment Management Located in Edgewater, MD and Serving Central Maryland including Annapolis and the Eastern Shore of Maryland.

Patricia Currey is a Edgewater, MD fee-only financial planner. Currey Financial Consulting, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Patricia Currey is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Patricia Currey created Currey Financial Consulting, LLC -- a financial planning and investment management firm – in 1999. She began work in the Trust field in 1979; her career has involved long-term associations with several large regional banks. Career assignments have included departmental management, account administration, investment management, and business development in both Personal Trust and Institutional Trust environments. Pat has earned the designation of Certified Employee Benefit Specialist (CEBS), through the joint program sponsored by the Wharton School of the University of Pennsylvania and the International Foundation of Employee Benefit Plans. Pat graduated from the CFP® Program at the College for Financial Planning (Denver, Colorado), and earned the CERTIFIED FINANCIAL PLANNER™ designation through comprehensive testing. She also has earned a BS degree in Business Administration from Miami University (Oxford, Ohio) and a Master of General Administration, Financial Management Track, from the University of Maryland (College Park, Maryland). She is a Registered Investment Advisor with the State of Maryland. Pat is a member of the International Society of Certified Employee Benefit Specialists, the Financial Planning Association (FPA), and the National Association of Personal Financial Advisors (NAPFA). Pat served as a member of the Board of Trustees for the Indian Creek School (Crownsville, Maryland) and a member of their Finance Committee. For many years, Pat was a member of the Charitable Gift Planning Advisory Committee of the Anne Arundel Medical Center Foundation (Annapolis, Maryland), and volunteered as a Leader for a local Troop of the Girl Scouts of the USA.

Patricia Currey is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s 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

Organized as a Limited Liability Company (LLC), Currey Financial Consulting was formed in 1999. This is a "fee-only" financial planning firm, which offers both planning and investment advisory services. Currey Financial Consulting, LLC, is a Registered Investment Advisor in the State of Maryland. Patricia L. Currey, CFP® is the sole owner and employee of Currey Financial Consulting, LLC. She has many years experience in the institutional and personal finance fields; you can review these credentials in her biography.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Patricia Currey

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Office Locations:

  • 810 Caroline Lane
    Edgewater, MD 21037

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