Financial Consulate

Who works here

• AS
  Alec Christopher Sunners
• AT
  Andrew Vincent Tignanelli
• CB
  Charles B Bender
• CO
  Christopher John O'Shea
• GE
  Graham Pierce Ewing
• JC
  Jackson Alexander Courtney
• JL
  Justin Kent Linthicum
• LL
  Leo Anthony Lavezza
• MB
  Madison Madeleine Bennett
• MM
  Michael Patrick McCarthy
• PG
  Peter Jacob Geier
• RB
  Robert Comer Boehner
• RB
  Roger Irvin Bair

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Pension consulting
• Seminars and workshops

Financial Consulate

Legal name: The Financial Consulate, Inc

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

106898