LP Profile

Financial Council

Also known as financial council

Wealth ManagerTowson, United StatesFounded 1982
$1.3B
Assets Under Management
Towson
Headquarters
Investment Focus

About Financial Council

Financial Council is a retirement planning firm in Towson, Maryland, founded in 1982 and managing about $1.27 billion. It provides personalized retirement planning and helps clients navigate life events, using the tagline Plan Well. Retire Well. Live Well. The firm names confidence, simplification and empowerment as its guiding principles, with an emphasis on transparency and client education. It describes a holistic planning approach that goes beyond financial figures and positions itself as a long-term planning partner for individuals and their families.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Financial Council from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.3B
Total Clients
1,565
Filing Date
May 13, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

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FAQ

Frequently asked questions

What type of investor is Financial Council?

Financial Council is a wealth manager based in Towson, United States, managing approximately $1.3B in assets.

Where is Financial Council headquartered?

Financial Council is headquartered in Towson, United States.

How much does Financial Council manage?

Financial Council manages approximately $1.3B in assets under management.

When was Financial Council founded?

Financial Council was founded in 1982.

How can I contact Financial Council?

Verified contact details, key decision-makers, and investment preferences for Financial Council are available on LPbacked. Create a free account to access them.