Roger Bair

CFP®, AIF®

Financial Consulate, Inc.

Financial Advisor

Roger Bair

CFP®, AIF®

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. - Roger Bair, CFP®, AIF®

(410) 823-7283

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

Meet Roger Bair

Roger Bair is a Senior Financial Planner at the Financial Consulate bringing over twenty-five years of experience in the financial services industry. He is a Certified Financial Planner™(CFP®) practitioner, an Accredited Investment Fiduciary Analyst (AIFA®), and a member of the National Association of Personal Financial Advisors.

He is a graduate of McDaniel College and holds a Master of Science in Finance degree from Loyola University in Baltimore. After serving as a US Army officer with NATO in Europe, Roger began his career in finance as an investment executive with Legg Mason. Subsequently, Roger joined Oxford Capital Management as a portfolio manager where he managed equity, balanced, and fixed-income portfolios for individual and institutional clients.

In 1996, Roger joined PSA Financial where he performed the duties of chief investment officer. Roger has a passion for serving clients in part by helping them understand and be comfortable with the financial world, and is keenly interested in helping clients smoothly integrate their financial and non-financial lives. He is a frequent speaker at the Loyola College Sellinger School of Business.

Roger lives in Westminster, Maryland with his wife Audrey who is a Spanish and English teacher at Northwest Middle School in Taneytown, Maryland. Roger and Audrey have three children; Christopher, Nicholas, and Charlotte. He is active in his community through his church and Habitat for Humanity

Roger Bair 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)
    Roger Bair 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 Roger Bair

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Office Locations:

  • 201 International Cir
    Ste 520
    Hunt Valley, MD 21030

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