Patuxent Financial Planning, LLC

Overview

Patuxent Financial Planning, LLC is a small, fee-based registered investment adviser that provides portfolio management to individuals, families and small businesses. The firm operates in a predominantly advisory role with non‑discretionary relationships, meaning clients retain trade approval while the adviser provides strategy, model construction and ongoing recommendations. Its investment approach favors pooled public vehicles—primarily mutual funds—for core exposures, and it supplements those holdings with allocations to third‑party real estate strategies when appropriate. The adviser is not positioned as a capital allocator or pension consultant, and it does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices