Why Choose Nautical Financial?
Whether starting a career or approaching retirement – or anywhere between – it is never too early or too late to set financial goals and create a balanced plan to meet them, all the time ensuring your are prepared for unexpected events.
Without goals or a plan, too many people chase the latest investment fads or don’t invest at all, needlessly paying fees, exposing themselves to unnecessary risks and missing out on long-term appreciation and income.
How Nautical Financial Works
Nautical Financial’s approach is different than most financial advisors, who may force investors into one-size-fits-all ‘plans or products’ that generate commissions instead of meeting personal goals.
Unbiased & Conflict-Free Advice
As a Fee-Only Financial Planner, Nautical Financial Planning receives no commissions or fees from financial products or promotions. We receive compensation exclusively from our clients, whose best interests inform each recommendation we make.
Holistic Financial Planning
Federal, state and local income tax is the often the single biggest outflow from a family’s earnings. Without a tax plan, no one can have a meaningful financial plan. Nautical Financial Planning’s principals bring years of experience and the highest qualifications in both fields.
Experts Who Care
When helping a client set goals and create a financial plan, it’s essential to listen. And to care. Nautical Financial Planning’s experts do both, because they understand what it’s like.
What We Offer
Nautical Financial provides a range of services, all with the goal of understanding your needs and helping you develop a plan to meet them, including:
Complimentary Initial Consultation
A 30-minute no-obligation session to determine whether you need a plan and whether Nautical Financial is the right partner. Let's get acquainted.
Investment Management
Nautical Financial Planning offers investment management services, including asset allocation, portfolio management, and more.
Tax Planning
Nautical Financial Planning provides tax planning services, including tax preparation, tax planning, and more.
Who We Are
Nautical Financial is a Maryland-based independent fiduciary financial advisory firm, providing financial planning to growing families, individuals and businesses. This means the company and all employees make a legal and ethical commitment to place our clients’ interests ahead of our own in everything that we do.
Managing Partner Jon Mathews, CFP®, EA, has been in the financial services industry for 25 years. He is a Certified Financial Planner and Enrolled Agent. Jon has helped individuals, families, and small businesses make holistic financial decisions for over two decades working for companies like T. Rowe Price, PaineWebber Mortgage Finance and SunTrust. He has lectured and taught as a Continuing Education Instructor for the State of Maryland and has done pro bono financial planning for AARP.
When to Seek Financial Planning
There are many life events that may trigger the need for financial planning, such as getting married, starting a family, buying a home, or planning for retirement. No matter where you are in your financial journey, it’s never too early or too late to start working with a financial planner.