Patuxent Financial Partners

Patuxent Financial Partners is a financial planner in Columbia, Maryland. The firm is a registered investment advisory firm providing independent, fee-only financial planning and investment advice. Its practice is built around straightforward advice meant to make clients' lives less complicated, and it serves people in Columbia, Maryland and the surrounding area.

The firm describes its approach as one grounded in serving people rather than simply making money. It structures its practice around independent, fee-only planning, meaning advice is not tied to commissions or product sales. The firm also addresses the process of choosing a financial planner, noting that an effective planning partnership requires trust, confidence and a commitment of time and energy. To help guide that search, it publishes common questions on choosing a financial planner and on how it structures its practice in Columbia, Maryland. Prospective clients can review the planner's background through FINRA's BrokerCheck.

Patuxent Financial Partners is located on Cardinal Lane in Columbia. The office sits about 0.3 miles from the Hickory Ridge and Clemens Crossing neighborhoods and roughly 0.4 miles from Cedar Lane. Atholton High School is about 0.4 miles away, Clemens Crossing Elementary School is about 0.5 miles away, and Martin Road Park is about 0.7 miles from the office.

The firm is a registered investment advisory firm offering fee-only financial planning and investment advice, and it publishes guidance on selecting a financial planner and on how its own practice is structured. For Columbia residents weighing independent, fee-only advice, Patuxent Financial Partners offers planning built on serving people first.

Services:

• Comprehensive Financial Planning
• Fee-Only Financial Planning
• Investment Advisory Services