Timothy Chase

PFS, CFP®

WMS Partners

Founder, Chairman

Timothy Chase

PFS, CFP®

WMS Partners

Founder, Chairman

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

(410) 337-7575

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

Meet Timothy Chase

One of the original founders of WMS Partners, Tim is involved with personnel, financial, and regulatory requirements for the firm. As Chairman, Tim's focus is the strategic direction of the firm and the building and preservation of the firm's culture.  Tim also serves on the firm’s Executive and Investment Committees.

Tim is a Personal Financial Specialist (PFS), a Certified Financial Planner® and a Chartered Life Underwriter (CLU).  Tim is a graduate of Towson State University where he earned a Bachelor of Science degree in accounting and finance.

Tim is active in the local community and serves as Chairman of the Penn-Mar Foundation, Inc. and is on the Board of Directors for Penn-Mar Human Services.  He serves on the Board of Trustees for Carroll Hospital Center Foundation, the Maryland Historical Society, the Calvert School Investment Committee and the Schwab Institutional Advisory Board.  Tim is a member of the AICPA Personal Financial Planning division and the National Association of Personal Financial Advisors (NAPFA).

Timothy Chase 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

Contact Timothy Chase

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Office Locations:

  • 1 Olympic Pl
    Fl 8
    Towson, MD 21204

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