Creutzer Financial Services, LLC is a true family business dedicated to clients and our community. Founded by Frederick Creutzer IV in 2002, we serve business owners and families throughout Maryland and the surrounding United States. As an independent firm, we have access to hundreds of strategies and products from dozens of financial institutions. Our goal is to truly help clients better their financial positions without limits on what might best work for them to achieve their goals.
About Us
The Creutzer Family of Financial Advisors
Pictured here from left to right are Zach, Fred, and Freddie Creutzer.
We are a third-generation family business. Fred IV’s father, Fred III, worked for Metlife, and Fred IV worked for him for the first 13 years of his career before founding Creutzer Financial Services to provide expanded services. In the last decade, Fred IV has been joined by his two sons, Fred Creutzer V and Zach Creutzer, comprising the third generation. We pride ourselves on being a relationships-based family business, and we work hard to be a pillar in our local community when it comes to financial planning.
Meet the Team
We assist clients through both planning and implementation, working as a team to exceed client expectations with integrity and professionalism. The family of professionals at Creutzer Financial Services each have different backgrounds, focus areas, and experiences which they use to collaboratively to help clients. We invite you to browse through these individual pages to learn more about each team member, their backgrounds, and their approach to their work.
Our Expanded Team Approach
One of the reasons Creutzer Financial Services, LLC has helped so many clients form a solid plan is our expanded team approach. We strive to deliver the “Ultimate Client Experience,” and in our demand for concierge level client service, we have included access to financial planning, investment management, tax planning, tax preparation, and legal services all in one place, all under one roof.
Each client has access to and input from not only their trusted advisor, but also “best in class” subject matter experts from multiple disciplines:
- CPAs and tax planning and preparation professionals*
- Attorneys in multiple areas of expertise–legal concerns, estate planning, Medicaid planning, and business planning*
- Insurance professionals in multiple areas of expertise*
- Mortgage professionals*
*Legal services, tax preparation/CPA services, mortgage services, and specialized insurance services are all offered through independent licensed professionals.
Our clients know that they can consult with their financial advisor in one suite, have their taxes done in another suite, and discuss their will, trust, and estate plan with an estate attorney in another suite. It is our belief that these disciplines need to be working closely together to help our clients achieve their financial goals, including mitigating taxes, attaining life milestones, retiring successfully and transferring tax-advantaged wealth to the next generations. We look forward to using our team of subject matter experts to help you pursue your personal financial goals.
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The Creutzer Team
Serving business owners and families throughout Maryland and the surrounding United States
(410) 879-3888
Individuals & Families
Business Owners
Pre-Retirees & Retirees
Federal Employees
Who We Serve
Our goal is for you is to feel confident, not to worry about your money. We work with each client to create a personal plan that includes long-term savings concepts, tax management & preservation of wealth through our focus on practical, goals-driven financial strategies. At Creutzer Financial, preserving wealth & avoiding unnecessary risk with retirement assets have been our core beliefs and philosophy since we opened our doors. To date, our efforts have helped protect hundreds of families from over-taxation and loss of wealth.