At Wadsworth Financial Consulting, our sole focus is YOU.
Focusing on assisting residents and their families throughout the greater Baltimore and Washington, D.C., area, we help clients design creative retirement strategies designed to lower their stress and increase their confidence so they can truly enjoy their lives. We call this process “Smooth Sailing Retirement.”
We believe a successful and enjoyable retirement is based upon the amount of confidence you have about the safety and longevity of your retirement income. In order to transition from working full time to living in retirement with confidence, you must also change your investment strategy and risk exposure from pure growth to income longevity, asset preservation and moderate growth. This essential change in investment strategy can help reduce the feelings of anxiety and increase confidence as you pursue the goals and dreams you have worked so hard to achieve.
Jeffrey M. Wadsworth, MBA, CFP®
After working in the banking and mortgage industry, Jeff decided to take a much more active and personal role in shaping clients’ lives by becoming an independent financial advisor. Now as the president and CEO of Wadsworth Financial Consulting, LLC, Jeff is focused on helping clients work toward their dreams through a well-thought-out strategy for retirement income.
Jeff received his Bachelor of Science in finance from Towson University, followed by his Master of Business Administration from The University of Baltimore. He founded his firm three years after entering the industry in 1989. He is a CERTIFIED FINANCIAL PLANNERTM (CFP®) and has obtained his Series 6, 7, 63 and 65 securities licenses, and holds his life and health insurance licenses.
Repeatedly recognized for his industry experience, Jeff is a member of the Million Dollar Round Table (MDRT) where he was honored as an MDRT main platform speaker. Additionally, he is a member of the National Association of Insurance and Financial Advisors (NAIFA) and Severna Park Chamber of Commerce.
Jeff and his wife, Lisa, have enjoyed more than 25 years of marriage and have two amazing daughters, Brooke and Amanda. They live in Arnold, Maryland, and love spending time together and traveling.
Schedule a Meeting
To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at firstname.lastname@example.org or call us at 410-850-4121 today!
Our team is here to assist you throughout your retirement process.
Our staff, pictured above (left to right), includes:
Sharon Lark, Director of Client Care
Jeffrey M. Wadsworth, President & CEO
Lisa Wadsworth, Vice President & COO
Mark Donaldson, Paraplanner Associate
Tim Agnolutto, Director of Marketing & Client Relations
Dax Clinkscale, Operations Manager