Currey Financial Consulting, LLC
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 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 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
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.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Patricia Currey 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.
Patricia Currey is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® 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.
Patricia Currey is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Patricia Currey
810 Caroline Lane
Edgewater, MD 21037