Are you ready for some financial clarity, or maybe your next adventure?
I’m Mary Thompson, CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Investment Management Analyst® (CIMA®) professional. I want to show you a different way.
I am on a mission to shift the mindset around wealth and retirement, wherever you are on your financial journey. As a fee-only, flat-fee financial planner, I believe that you shouldn’t have to hand over your assets to get unbiased financial advice.
While I can manage investments, I don't require that I manage your assets in order to become a client. I don’t receive commissions. I charge a flat fee based on the complexity of your situation, rather than the traditional percentage of assets under management or commission-based fee schedule. My only compensation is the fee you pay me, so there are no conflicts of interest when advising you.
Everybody’s different. You may want to start with a financial check-in. Or you might be looking for help setting financial goals, building an income stream for retirement, or receiving additional guidance on handling your investments. Perhaps, for you, it means delegating asset management.
Regardless, my interests sit squarely with you. Your values, passions and purpose. Helping you discover and unleash the possibilities of your life’s next chapter. This is what drives me. Why?
I’ve built a career – a life, really – on listening to, educating and advising people to make the best choices that serve them well. I started out in IT, helping others navigate new technology as it evolved. Later, after spending 10 joy-filled years being a stay-at-home mom, I relished another 10 years of advising individuals and couples at an independent, fee-only, Registered Investment Advisory firm in Columbia, MD. My strength is looking at the big picture and expanding each client’s mindset around money.
I love the simplicity and transparency of a fee-only, flat-fee model! If this approach sparks your curiosity, let’s find out what’s possible for you.
Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.