Sarah Langenohl
CFP®
Bay Point Wealth
Associate Financial Advisor
Sarah Langenohl
CFP®
Bay Point Wealth
Associate Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Sarah Langenohl, CFP®
Fee-Only financial planner located in Annapolis, MD, serving clients locally and across the country
Sarah Langenohl is an Annapolis, MD fee-only financial planner. Bay Point Wealth provides comprehensive financial planning, portfolio management, and tax planning to help individuals and families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Sarah Langenohl is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Sarah Langenohl is eager and driven to provide the best experience and service to clients. She enjoys working with clients and helping them reach their financial and personal goals.
Sarah earned her Bachelor of Science degree in Finance at Salisbury University. While attending Salisbury University, she was a member of the varsity women’s lacrosse program. After college, Sarah began her career at Hightower Advisors in Madison, NJ. During her time there, she grew into the role of Associate Wealth Advisor working with a team helping approximately 400 households and managing $250 million in assets.
In 2019, Sarah moved to Lexington, Kentucky, and accepted the role of Senior Client Service Associate with Raymond James. During this time, she had the opportunity of assisting an advisor with 160 households and approximately $140 million in managed assets.
Sarah relocated to Annapolis, MD, and joined the Bay Point Wealth team in November 2020. She is an Associate Financial Advisor, providing analysis and support related to client planning and investment needs.
In her free time, Sarah enjoys spending time with her fiancé, Griffin, Australian Shephard, Murphy, and relaxing with her family and friends. She loves traveling, hiking, baking, and trying new foods.
Our mission at Bay Point Wealth is to integrate planning, investments, and taxes, with you at the center. The first step is understanding where you want your financial journey to take you. We use this foundation to build appropriate strategies, tailored to you.
We look at and integrate all aspects of your financial life, including your investments, taxes, insurance, and estate plan to provide advice in an unbiased, clear, and comprehensive manner. In interactive meetings, we will show you how different factors affect your financial future. In real time you can see how spending, investment returns, savings, and other factors will affect your wealth. Once you feel comfortable with your plan, we will design an investment portfolio that reaches your goals in a cost effective and tax efficient manner, maintaining as little risk as possible. Lastly, not only will we prepare your tax return, we will look for opportunities to minimize your tax burden and integrate your tax planning with your overall financial plan.
At Bay Point Wealth, you get comprehensive planning, investments, and taxes. Everything you need, all in one place.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Cash Flow Analysis
- 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
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Sarah Langenohl is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
Contact Sarah Langenohl
Office Locations:
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582 Bellerive Road
Suite 4D
Annapolis, MD 21409
