Stifel, Nicolaus & Company
46yrs
Top advisor by experience in Hunt Valley
10yrs
Michael McCarthy
Full name on record: Michael Patrick McCarthy
Financial advisor at Financial Consulate
Michael McCarthy is a financial advisor in Hunt Valley, Maryland, with 10 years in the industry. Michael joined Financial Consulate in 2016, a firm offering financial planning, investment management, and retirement plan consulting. Michael’s designations include CFP® and CPA/PFS.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office11019 McCormick Road Suite 200, Hunt Valley, MD 21031
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.29 million
Advisors at the firm13
States licensed ?1 state
Services through Financial Consulate
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®CPA/PFS
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2016 – nowFinancial ConsulateCurrent firm
Contact Michael
(410) 823-7283Financial Consulate main office 11019 McCormick Road Suite 200Hunt Valley, MD 21031Office · Get directions YouTube channelFinancial Consulate
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call Financial Consulate at (410) 823-7283 and ask for Michael McCarthy. Michael works from the Hunt Valley, MD office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Michael hold?
No exams are listed on the official record.
Is Michael a fiduciary?
Michael is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Michael paid?
Financial Consulate reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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