Certified Financial Planner

Colin Meeks

colin_meeksColin is the chief promoter of positive thinking and fair dealings in his financial planning practice. He transitioned from working at a captive insurance agency in 1994 to starting an independent financial services firm, Maryland Financial Advocates (formerly Complete Money Management) in 1999 and has been serving area families ever since.

The practice specializes in comprehensive financial planning with a strong focus on special needs planning and eldercare financial planning.

His practice also serves around 150 traditional financial planning families. Colin’s 23+ years of insurance, investment, income planning, financial planning and “people” experience help guide clients through many of the complex and special situations they encounter.

As a CERTIFIED FINANCIAL PLANNER®, he proudly acts in a fiduciary capacity in client relationships at all times and is an outspoken advocate for full and honest fee disclosure in his industry.

Colin lives in Parkton, Maryland with his wife of 16 years, Jennifer, 2 sons Connor and Henry, and retired greyhound racer, Rocco. He loves the Orioles and Terps and coaches anything his sons play in the Hereford Rec Council, mainly baseball and basketball.

Here’s some other important stuff you may want to know……

Colin was named in Baltimore Magazine as a Five Star Wealth Manager in 2012, 2013, 2014, 2015 and 2016*, a distinction given to less than 3% of the area’s wealth managers. He’s hosted a local radio show on WCBM and also been a frequent guest on various other planning shows. He’s been a guest presenter at local companies, schools, and organizations as a financial educator (call for details, references, and topics – he can present at your organization too)

Colin is a Registered Representative (series 7), Registered Principal (series 24), and Municipal Fund Securities Principal (Series 51), and Investment Advisor Representative (IAR) with LPL Financial, the largest Broker/Dealer for independent advisors. He’s also a member of the Academy of Special Needs Planners, a national organization of attorneys and financial planners serving the special needs community.

He has the following professional designations: Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®).

He also serves on the following boards:

Autism Society of Baltimore-Chesapeake http://www.BaltimoreAutismSociety.org

First Maryland Disability Trust http://www.firstmdtrust.org

*2012 – 2016 Five Star Wealth Manager. Best in client satisfaction – Baltimore Magazine” 2012-2016 Five Star Criteria – Based on client satisfaction. Respondents evaluate criteria such as customer service, expertise, value for fee charged and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client’s experiences. 2012 Five Star Criteria – Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth managers

 

Denise W. Fike

Executive Director

1400 Front Avenue, Suite 303

Lutherville, MD 21093