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Robert Comer Boehner

Financial Consulate

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About Robert Comer Boehner

Robert Boehner is an Investment Advisor Representative associated with Financial Consulate. Robert Boehner is a Certified Financial Planner, and has been working in the financial industry since January 2015. Robert Boehner has passed the Series 65 exam. Robert Boehner is registered with the state of Pennsylvania. Robert Boehner specializes in various areas including Retirement Planning, Education Savings, Charitable Planning, Estate Planning, Insurance, and Business Succession Planning. Robert Boehner is also affiliated with Robert C Boehner, CPA, PC.

Firm Information

Robert Boehner is currently registered with Financial Consulate. Financial Consulate is an investment advisor headquartered in HUNT VALLEY, MD. The firm provides financial planning, pension consulting, educational seminars, and publication of periodicals services. They also offer other advisory services, including tax, accounting, and estate advisory. The firm manages approximately $782.3 million in assets for a total of 3,093 clients. They primarily serve high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, pension and profit-sharing plans, and charitable organizations.
Financial Consulate

11019 MCCORMICK ROAD

HUNT VALLEY, MD 21031

$782.27M

Assets Under Management

8

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tax, accounting & estate advisory

Tax, accounting & estate advisory

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Boehner’s Registration & Firm History

PA

12/13/2016 - Present

Financial Consulate (Gettysburg PA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Comer Boehner.
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