Frederick Advisors
David Latch, FSSĀ®
Financial Planner & Investment Adviser
301-662-6126
David@FredAdv.com
Why We're Different?

WOULD YOU EVER DO SOMETHING "HALF-WAY"?

Choosing a financial adviser is probably the most important, long-term financial decision you will ever make.  That is why it is so important that you choose a person who is a FIDUCIARY. I'm just as concerned about who you are as they are about the assets you have.  Many advisers however seem focused primarily on their client’s assets.  Unfortunately, that is only half of the picture.  Who you are is the other half.

At Frederick Advisors, we get to know you, not just your assets.  By establishing the relationship first, we can determine if / how we can add value to what you are already doing.  Click here to learn more.

Call (301) 662-6126 today or click here to email us to learn more about the range of financial and estate planning services offered.

 Frederick Advisors is proud to be a member of these outstanding organizations:

WiserAdvisor.com

American Legion
 
National Ethics Association

Financial Planning Association

Veteran Owned Business Association

 

 

 

 

  

 

 

 

 

Latest Video Client Alert
Newsletters
  • Four Questions to Ask Before You Open Your Wallet
    Even if you have the best of intentions, it's easy to overspend. According to a Gallup poll conducted June 9-15, 2014,* 58% of people who had shopped during the
  • Helping Your Parents Manage Their Finances
    As the U.S. population gets older, more people, particularly baby boomers, are confronting a dilemma. As parents age, their ability to manage their own
  • Importance of Timing a Roth IRA Conversion: An Example
    Conventional wisdom holds that if you convert a traditional IRA to a Roth IRA, you should never pay the conversion taxes from IRA assets. The reason
  • How can college students save and spend money wisely?
    College is a pivotal time in a young adult's life. Students gain a sense of independence that is accompanied by responsibility--especially when it
  • I'm having trouble paying my student loans. Do I have any options?
    If you or someone you know is having difficulty paying back student loans, consider investigating the government's three income-driven repayment
    
PreviousNext
Press / News Releases

WiserAdvisor announces that David Latch of Frederick Advisors has been awarded admittance as a member of its directory of financial advisors.

 

Because of the strict standards that a financial professional must meet in order to become a member, WiserAdvisor only admits a select few high-quality financial advisors and financial planners. More than 600,000 professionals can provide insurance and financial advice. Less than 1% have been granted membership into WiserAdvisor. 

 

Financial advisors are granted admission into WiserAdvisor (www.wiseradvisor.com) based on their credentials and qualifications. All members offer their services to investors with a fee rather than solely with commissions, allowing them to assist investors with a variety of different investment options. All members are also properly registered with the SEC, FINRA or other regulatory organizations.

 

Since 2003, WiserAdvisor has focused on taking much of the guesswork out of finding a qualified financial advisor or financial planner. This is done both through the stringent admittance guidelines, as well as through the information provided to investors about each member advisor. All members must complete an extensive profile outlining their services, qualifications and credentials, including their education background. 

 

Thousands of investors use WiserAdvisor each year to find local financial advisors and planners, and trust that WiserAdvisor will help them find the right professionals to meet their unique needs.

 

About WiserAdvisor.com

WiserAdvisor is an online service that connects investors to local financial advisors and financial planners. It is an independent and free service provided to investors, allowing them to find local professionals who can help them build their portfolios, plan for retirement, manage their estates, or to help them with other investment issues. More information about WiserAdvisor and its services can be found at www.wiseradvisor.com.

 

About Frederick Advisors

David Latch is a financial advisor located in Frederick, MD.
More information about David can be found at http://www.wiseradvisor.com/advisor_profile_state~id~1878645.asp and at www.frederickadvisors.com

Tell A Friend Tell A Friend
Connect with us on: Go to LinkedIn  
 
 
 

Investment Adviser of, and Investment Services offered through, Royal Fund Management, LLC, an SEC Registered Investment Adviser.

Registered to offer investment and advisory services in all 50 states.