CFP®, AIFA®, CIMA®
Financial Consulate, Inc.
Senior Wealth Advisor
Fee-Only financial planner located in Hunt Valley, MD, serving clients locally and across the country
Roger Bair CFP®, AIFA®, CIMA® 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.
Roger Bair is a Senior Wealth Advisor at Financial Consulate, Inc.
Role at The Consulate:
My role at The Consulate involves serving clients, largely through helping them understand and gain comfortability with the financial world. I am keenly interested in helping clients smoothly integrate their financial and non-financial lives and navigate major life transitions.
I am a graduate of McDaniel College and I hold a Master of Science in finance from Loyola University in Baltimore. I have earned the Certified Financial Planner™, Accredited Investment Fiduciary Analyst®, and Certified Investment Management Analyst® designations.
Favorite Financial Topic to Discuss with Clients:
When interacting with clients, one of my favorite topics to discuss is the alignment of the financial and non-financial aspects of their lives. I enjoy guiding these types of discussions because in the end, I feel as though it lightens the burden the client feels regarding their finances.
Why I Became a Financial Advisor:
I became a financial advisor because I wanted to help people achieve wellness, satisfaction, happiness, and balance in their lives through helping them understand the complexities of the financial world while also unburdening them of the complexities by being there to assist when needed.
Outside the Office:
When I am not at work, I enjoy spending time with family and being part of my children’s and grandchildren’s lives. We love getting together to grill and spend time outdoors.
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.
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.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Estate Planning
- Tax Planning
- 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
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Processes Designed to Earn Client Trust
Professional Designations & Affiliations
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.
Roger Bair 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.
Roger Bair is an Accredited Investment Fiduciary Analyst® (AIFA®)
Accredited Investment Fiduciary Analyst® (AIFA®) Designation training is considered to be the master’s level coursework to the AIF® Designation. AIFA® Designees are certified to perform fiduciary assessments on internal policies, procedures and workflows to verify or certify an entity's conformity to a "Global Fiduciary Standard of Excellence.” Only AIF® Designees in good standing have the foundational skills needed to qualify for the AIFA® Designation training.
Roger Bair is a Certified Investment Management Analyst® (CIMA®)
The CIMA designation is the premier certification for financial advisors and investment consultants and one of the only professional certifications in financial services to meet international accreditation and quality standards. CIMA advisors have completed a rigorous process and have demonstrated knowledge and competency in a variety of investment management consulting and portfolio construction topics, including advanced investment management theory and application.
Contact Roger Bair
11019 McCormick Road
Hunt Valley, MD 21031