About CDM Financials

Save time and money this year

A bit about CDM Financials!

CDM Financial Solutions is an independent, fee-only financial services firm. In business for over 15 years! Unlike many other financial services, we do not receive commissions or compensation from third parties for selling their products. This means our advice to you is completely based on what's best for you. We think it's the only arrangement that's fair to clients.

Our team of talented professionals are committed to building lifelong relationships with clients based on honesty, prompt service and results. We use the best research and technology available to identify your needs.

I am not an attorney licensed to practice law in this state. I am not allowed to draft legal records, give advice on legal matters, including immigration, or charge a fee for those activities.

Why you should work with us


Years of experience


Happy clients





Licenses and Certifications

Schedule a Call
Licensed Title Insurance Producer Independent Contractor (TIPIC)
A+ Rating with the BBB
Maryland Registered Tax Preparer
Notary Public for the State of Maryland
Minority & Woman Owned Business Enterprise