James E. Brennan, CFP® is the Director of Financial Planning for 1 North Wealth Services, a private wealth management firm located in Annapolis, Maryland that oversees approximately $200 million of client assets.
Jim has been recognized in 2005 & 2011 as “Financial Services Champion” by the Severna Park Chamber of Commerce. These awards were presented to recognize his active work in educating the local community in all aspects of financial planning. In addition to growing his successful practice, Jim has taught financial education to local business owners, the area high schools, the local latino population, and continues to offer pro-bono financial literacy classes through a new organization he co-founded; the Financial Education Foundation of Anne Arundel County (FEF).
Jim remains a very active community leader, serving on several boards and planned giving counsels to provide financial counsel. Due to his efforts in community service, he was awarded the ASPIRE Community Leadership Award in 2011 as well as the Volunteer of the Month in April 2013.
Our Fee Only Wealth Management and Financial Planning firm is located in Annapolis, but we have clients in many parts of the country and the globe. We have helped many of your neighbors get back on track for retirement. Let us help you too. If you want veteran financial planning and investment management advice without a high-pressure sales pitch, please call us (410-975-0099) for a free initial consultation. No steak dinners, no guarantees, just solid Fee Only Financial Guidance. To learn more about our firm, please go to 1NWealth.com.