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/
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identifying a potential advisor for their review and consideration. The appearance of an
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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.