James E. Brennan, CFP® “Jim”, a Financial Advisor for over 30 years, is the Founder and CEO of 1 North Wealth Services, a boutique “Fee Only” wealth management firm located in Annapolis, Maryland.

• Why “Fee Only”: “We pride ourselves on providing holistic, trusted advice, tailored to your individual needs. We don’t want you concerned with us trying to sell you a high-commissioned product in a transactional relationship. We have strong, long-term fiduciary relationships with our clients and their families.”
• Investment Philosophy: “Build and maintain a smart, active, diversified portfolio customized to match a client’s needs and risk level.” (No “one size fits all” portfolios.)
• Hobbies: “Biking, kayaking, hiking with Dewey….and a good bourbon barrel stout.”

Jim has been recognized for his financial leadership in the community since he moved to this area in 2002. 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 continues to teach financial education to local business owners, the area schools, the local Latino population, and other pro-bono requests.

From Jim:

Our Fee Only Wealth Management and Financial Planning firm is located in Annapolis, yet we serve clients and their families throughout the country and the globe. We have helped many of your neighbors get on track for retirement and achieving their life goals. Let us help you too. If you seek veteran financial planning and investment management advice without a high-pressure sales pitch, please call us (410-975-0099) for a free initial consultation.