Nine Inning Finance, LLC

I'm an advice-only financial planner based in North Bethesda, MD. I love helping my clients feel more confident with their financial lives.

People who hire me are seeking help with 1) Making major life decisions such as getting married, starting a family, buying a home, receiving an inheritance, starting to invest, etc. 2) Planning for retirement 3) A second opinion on their self-managed or advisor-managed investment portfolio.

I offer two services: a one-time engagement and an annual financial planning membership called The Clubhouse.

Check out my monthly newsletter here: https://moundvisits.substack.com/

 

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

11140 Rockville Pike Ste 426 North Bethesda, MD 20852-3104 Phone: (240) 932-1099

Primary Office

11140 Rockville Pike Ste 426 North Bethesda, MD 20852-3104 Phone: (240) 932-1099