For more than 30 years, Jeff Wadsworth has been helping individuals, couples and families prepare for one of life's biggest transitions—retirement. As President and CEO of Wadsworth Financial Consulting, LLC, he is passionate about creating personalized retirement strategies designed to give clients the confidence to enjoy today while planning for tomorrow.

Jeff entered the financial services industry in 1989 with a career in banking and mortgage lending. He later founded Wadsworth Financial Consulting with a vision of providing independent, relationship-focused financial guidance centered on each client's unique goals using our Smooth Sailing Investment & Income Strategy.

Jeff received his Bachelor of Science in Finance from Towson University, followed by his Master of Business Administration from The University of Baltimore. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and has obtained his Series 6, 7, 63, and 65 securities licenses, as well as his life and health insurance licenses.

Jeff and his wife, Lisa, have enjoyed more than 30 years of marriage. They live in Stevensville, MD, and love spending time with their family, traveling and enjoying life together.

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 [email protected] or call us at 410-850-4121 today!

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^™, and CFP^® in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Million Dollar Round Table (“MDRT”) is a membership organization. Qualifying criteria for membership include attaining specified levels of commissions earned, premium paid or income earned on the sale of insurance and other financial products. The MDRT membership requires the payment of annual dues, compliance with ethical standards, and to be in good standing with an MDRT-approved Professional Association. There are 3 levels of membership which include standard membership, Court of the Table and Top of the Table. The MDRT logo and/or trademarks are property of their respective owners and no endorsement of Jeff Wadsworth or Wadsworth Financial Consulting, LLC is stated or implied.

The National Association of Insurance and Financial Advisors (NAIFA) is a paid membership organization. Membership in NAIFA provides no guaranteed assurance or warranty of the character or competence of its members. Always make financial decisions on the basis of your own due diligence.