Michael McCarthy (CFP®, CPA)

Michael McCarthy focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • Business Owners
  • College/Education Planning
  • Entrepreneurs
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs

Planning Specialties

Mike is a Financial Planner as well as the Chief Operating Officer and Chief Compliance Officer at the Financial Consulate. He is a Certified Public Accountant (CPA), a Certified Financial Planner™ (CFP ®) practitioner and a AICPA Personal Financial Planning Specialist. He is a graduate of Towson University’s Accounting program, Mike’s specialties include assisting startups and long term planning and consulting for existing small business owners as well as families and induvials. His background as a CPA as well as his responsibility for stewarding The Financial Consulate’s multi state operations and compliance give him a unique and holistic vision for assisting clients with their own enterprises and entrepreneurial dreams. 

 

Additional Information

Mike and his wife Holly, a music teacher at Kingsville Elementary School, and Daughter Carrigan live in Fallston, Maryland. Mike is an avid outdoorsman and supporter of conservation which he pursues as the Chairman of the Ducks Unlimited Mason Dixon chapter.

NAPFA Start Date

September 03, 2009

This Office

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

Other Offices

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