CFPCDAA

    Nick Booth

    C.E.O & Founder

    North Bethesda, MarylandNo minimum minimum

    About Nick

    I'm an advice-only financial planner based in North Bethesda, MD. I offer three services: The Hour, The Plan and The Clubhouse. 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, starti...

    Areas of focus

    Retirement PlanningTax PlanningCash Flow AnalysisPortfolio ConstructionCryptocurrency & NFTsDebt Management

    Credentials & background

    Designations

    CFPCDAA

    Education

    M.P.S. Georgetown University (2016); B.A. University of WisconsinMadison (2012)

    Clients served

    New InvestorsInheritorsTech SalesHigh Net Worth IndividualsRetireesAttorneys & Paralegals