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Monocacy Wealth Management, LLC
SEC-regulated
Registered investment advisor
Monocacy Wealth Management, LLC, led by Carter Thomas Shaffer, CFP®, was established in March 2025 and is located in Frederick, Maryland. Mr. Shaffer, born in 1996, holds a Bachelor's Degree in Finance from the University of Maryland and has various professional designations, including Certified Financial Planner™. As a fiduciary, Mr. Shaffer is committed to providing financial planning services in the best interests of clients. Clients have the option to engage Mr. Shaffer for real estate and insurance services, which are separate from the firm's advisory services. Mr. Shaffer does not receive additional economic benefits beyond advisory fees. Timothy Miller supervises Mr. Shaffer's activities to ensure compliance with the firm's Code of Ethics. Mr. Shaffer has a clean disciplinary record and has not been involved in any significant legal or disciplinary events. Clients of Monocacy Wealth Management can expect personalized financial advice from a dedicated and experienced professional with a strong commitment to ethical standards and client well-being.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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