Financial Advisors
Baltimore, MD
Northbrook Financial is a fee-only financial planning firm in Baltimore serving individuals and families with integrated personal financial planning, investment management, and tax services. The firm combines these traditionally separate services to help clients achieve their financial goals while simplifying their financial lives. They offer personalized, common-sense advice rather than commission-based recommendations.
Ideal for: Individuals and families seeking comprehensive financial planning, investors looking for fee-based management, clients wanting tax-efficient planning strategies
Service area: Baltimore, Maryland and surrounding areas
Fee-Only Model: Northbrook operates on a fee-only basis with no commissions, ensuring their advice prioritizes client interests rather than product sales.
Integrated Services: They combine personal financial planning, investment management, and tax services under one firm to provide comprehensive, coordinated guidance.
Free Initial Consultation: Prospective clients can schedule a free virtual meeting to discuss their financial situation and needs before engaging services.
Address: 1340 Smith Ave #200, Baltimore, MD 21209
Website: northbrookfinancial.com
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