Alan
Wheedleton
RFC®
Here to act in your best interests
About me
I’ve been a financial planner for over two decades. I’m proudly dedicated to my clients, and I’m grateful that I can use my expertise to help them reach their investment and retirement goals. Outside of work, I’m usually outdoors hiking and fishing in the summer or cross country skiing in the winter with my wife and daughters. My financial motto is “Pay yourself first. Save before you spend.”
Certifications
Registered Financial Consultant
Education
Bachelor of Science, Liberal Studies - Salisbury University
Visit one of our Locations
Baltimore I - Howard County MD
6031 University Boulevard
Suite 150
Ellicott City, MD 21043
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
