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About us
Court Place Advisors, LLC was formed in the 1998. The goal was, and still is today, to combine the services of professional asset management with professional tax planning and preparaton. Court Place Advisors is one of the few firms with the knowledge, experience and resources to deliver this comprehensive approach. Operating as fiduciaries and private money managers registered with the Securities and Exchange Commission, Court Place Advisors stays free and clear of any investment product bias or sales pressure. In fact, Court Place Advisors sells no financial products whatsoever. Instead of selling products, Court Place Advisors works with our clients to develop long-term investment strategies founded on trust and a clear understanding of individual client needs and goals. We provide fee-only investment advice and investment supervisory services based on individual client needs. With no sale incentives or referral fees to worry about, we aim to avoid any conflicts of interest and are able to maintain fiduciary responsibility to our clients.
- Website
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https://www.courtplaceadvisors.com/
External link for Court Place Advisors, LLC
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Ellicott City, MD
- Type
- Self-Owned
- Founded
- 1998
- Specialties
- Tax Planning, Tax Preparation, Retirement Planning, College Planning, Investment Management, and Financial Planning
Locations
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Primary
Get directions
3300 N Ridge Rd
Suite 345
Ellicott City, MD 21043, US
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Get directions
606 Baltimore Avenue
Suite 306
Towson, Maryland 21204, US
Employees at Court Place Advisors, LLC
Updates
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We're #hiring a new Registered Investment Advisor in Ellicott City, Maryland. Apply today or share this post with your network.
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Are your financial goals well-defined? In developing your financial goals, make sure they’re S.M.A.R.T. S pecific M easurable A ttainable R elevant T imely April is Financial Literacy Month. If you haven't already taken some time to clearly define your financial goals, don't put it off any longer. Well-defined goals are imperative for creating an effective financial strategy.
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April is Financial Literacy Month. What a great opportunity to learn how small changes in your day-to-day spending habits can make a difference in your overall financial picture. A little budgeting may go a long way, and you might be surprised at how little change is required today in order to start saving for tomorrow.
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Did you know that April is Financial Literacy Month? The nationally recognized movement is generally used to promote the understanding of finances to children and teens, but it never hurts to brush up on your financial comprehension.
Five Basics of Financial Literacy
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