Contact Information
North Bethesda, MD
Meets Virtually:
Meets In-Person:
Accepting New Clients:
About Me
I’m an advice-only financial planner based in North Bethesda, MD. I offer one service: The Clubhouse Membership (on-going or one-time).
My current clients are generally seeking help with:
1) Major life decisions such as getting married, buying a home, starting a family, receiving an inheritance, starting to invest, etc.
2) Planning for retirement.
3) A second opinion on their self-managed or advisor-managed investment portfolio.
Check my guide, Where to Start With Money? https://nineinningfinance.com/writing/nine-inning-finance-guide-where-to-start-with-money
To learn more, visit www.nineinningfinance.com.
Read Nick’s newsletter here: https://moundvisits.substack.com/
$200
Quarterly:
$600+
One Time Fee:
$3,000+
Hourly:
$300/hr
*Fees are subject to change. Contact this advisor for their most up to date fees.
Pre-Retirees
Young Professionals
High Earners ($250k - $500k)
Newlyweds/Couples
Families with Children
Pre-Retirement Planning
Investments
Tax Strategies
Early Career Planning
Home Purchase
* Disclaimer: The "Typical Fee" displayed is the typical fee provided by the advisor computed monthly to facilitate clearer price comparisons. It does not represent actual pricing or a guaranteed quote. Please consult individual advisors for specific fee structures and personalized quotes. We encourage users to carefully review and evaluate their options before making any decisions.