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(240) 329-3333 / (800) 453‑2105

1380 Dual Highway, Hagerstown, MD 21740 [Map]
97 Thomas Johnson Dr, Suite 201, Frederick, MD 21702 [Map]

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Certified Financial Planners®

Many people call themselves financial planners, but not all have achieved the standards set forth by the Certified Financial Planner® Board of Standards.

The title of CERTIFIED FINANCIAL PLANNER® Practitioner (or CFP®) is awarded to individuals who have completed a rigorous course of study, passed a cumulative 10-hour exam, and are bound to the
Board’s experience, educational, and ethical standards.

A CERTIFIED FINANCIAL PLANNER® certificant is also charged with keeping current on industry best practices by taking continuing education courses.

Jeff Bowers holds the CFP® designation.