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Roger Bair (AIFA, CFP®, MS)

Roger Bair focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Retirement Plans, Fiduciary Duty, Educational Funding and Borrowing, Investment Research

Additional Information

Roger is the Director of Retirement Plan Services at the Financial Consulate bringing over twenty years of experience in the financial services industry. He is a Certified Financial Planner™ (CFP®) practitioner, an Accredited Investment Fiduciary Analyst (AIFA®), and a member of the National Association of Personal Financial Advisors. He is a graduate of McDaniel College and holds a Master of Science in Finance degree from Loyola University in Baltimore.
After serving as a US Army officer with NATO in Europe, Roger began his career in finance as an investment executive with Legg Mason. Subsequently, Roger joined Oxford Capital Management as a portfolio manager where he managed equity, balanced, and fixed-income portfolios for individual and institutional clients. In 1996 Roger joined PSA Financial of Lutherville, Maryland where he performed the duties of chief investment officer. Roger has a passion for serving clients in part by helping them understand and

NAPFA Start Date

August 04, 2008

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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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Visit Website Download vCard
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

11019 McCormick Rd Suite 200 Hunt Valley, MD 21031 Phone: (410) 823-7283
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Other Offices

1302 Proline Pl Gettysburg, PA 17325-8298 Phone: (717) 334-1861
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