Chad J. Norfolk, CFP®




Chad Norfolk Sweater


Chad serves as a Senior Financial Advisor. In his role he is dedicated to providing clients with the guidance and clarity they need to accomplish their goals. Chad is a principal and shareholder in the firm and a member of our Board of Directors and Marketing Committees.

A CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and member of the National Association of Personal Financial Advisors (NAPFA), Chad’s expertise and opinions have been sought by several publications including the Wall Street Journal,, Investor’s Business Daily, Financial Planning Magazine and the Baltimore Business Journal. He has been recognized as a Top Advisor for Dentists by Dental Magazine and as a Five Star Wealth manager by Baltimore Magazine. He holds a Bachelor of Science Degree in Business Administration from Towson University. Chad is a proud graduate of the 2015 Charles Schwab Executive Leadership Program.

Chad has worked in the wealth management industry since 1997. From 2006 to 2014 he was a Partner and COO for a Registered Investment Advisor in Columbia, MD. Prior to that, Chad spent ten years as a partner in a family office specializing in working with professional athletes.

Chad serves on the board of the Ulman Fund, helping to serve young adults fighting cancer and is an active member of his local community where he has served as a travel soccer coach for the past decade. Chad resides in Finksburg, MD and is a proud father of three boys.