My role at The Consulate involves leading a dynamic team of skilled advisors and service team members to deliver on the firm’s mission. As a wealth advisor myself, I specialize in helping small business and entrepreneurial clients financially plan for their future. I focus on strategies related to tax planning, estate planning, investment planning, and retirement planning. I also serve as the firm’s Chief Compliance Officer.
Michael Mccarthy
President & Chief Executive Officer, Wealth Advisor, Chief Compliance Officer, Financial Planner
The Financial Consulate Inc
United States, Maryland, Cockeysville
About Me
Profile Information
President & Chief Executive Officer, Wealth Advisor, Chief Compliance Officer, Financial Planner
The Financial Consulate Inc
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Cockeysville
Maryland
United States
Jan 9, 2025
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