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CFP®, CRPC®
Financial Planner
410-771-5411
410-785-0044
As a Certified Financial Planner® practitioner (CFP®), Elizabeth’s goal is to provide a personalized and holistic financial plan to enable her clients to reach their goals. Recognizing that each client has individual needs, she dedicates herself to understanding and appreciating each client’s situation before making recommendations. With over 15 years of experience, she believes in educating clients and working diligently to help them develop achievable goals, understand their financial choices, and implement strategies that assist them in attaining their personal plans.
At the core of Elizabeth’s story is family. The family dynamic of her team – both internal and external – stems from working alongside her mother, Katherine Armstrong, to create an intergenerational approach. She also has a deep understanding of the importance of a sound financial roadmap and the lasting, positive impact it can have on a family’s long-term well-being. By working closely with you, your other advisors, and family members, she develops a comprehensive and holistic plan tailored to your unique goals and values.
Throughout the planning process, Elizabeth passionately advocates for her clients – always keeping their best interests at heart while building relationships founded on trust and collaboration. She takes pride in fostering lasting personal and professional connections with clients and their families. By working closely with her clients, she empowers them to focus on what matters most, which is allowing them to achieve more for themselves, their families, and their communities.
Elizabeth was born and raised in Baltimore and is an alumna of Calvert School and The Roland Park Country School. She lives in Towson with her husband, Donald, and three kids, Madeline, Ford, and Charlotte.
Meet Elizabeth
Certifications
- CERTIFIED FINANCIAL PLANNER™ practitioner
- Chartered Retirement Planning Counselor (CRPC®)
- Series 7 and 66 registered
- Life and Health insurance licensed
Education
- B.A., Sewanee: The University of the South
- Study Abroad, Oxford University
Community Involvement
- Calvert Alumni Board (Current Board Member)
- United Way of Central Maryland (Past Board Member)
- Emerging Leaders United of the United Way of Central Maryland (Past Chair)
- Emerging Leaders United of the United Way of Central Maryland (Council Member)
- Junior League of Baltimore (Past Chair of Membership)
- Leadership Baltimore County (Alumna)
Awards
- Five Star Wealth Manager in the Maryland Market – Five Star Professional in Baltimore Magazine (2019, 2020, 2021, 2022, 2023)
Click here for the Five Star Award Disclosure: https://www.heritageconsultants.com/disclosures/

Kathy Armstrong
Financial Planner

Stacey Buttry
Client Relationship Manager
Primary Service Areas
Wealth management
Retirement planning
Education funding
Risk management
Estate Planning Strategies
