Shaun M. Eddy,  CFP<sup>&reg;</sup> - Financial Advisor

Shaun M. Eddy, CFP®

MSFA, AIF®

Owner & CEO

Oxford Planning Group, LLC

10713 B Birmingham Way
Woodstock, MD 21163
FINANCIAL ADVISOR'S WEBSITE
(410) 995-8711 Contact Me

General

Shaun Eddy is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Oxford Planning Group, LLC in Woodstock, MD and the surrounding communities.

Financial Advisor Overview

Shaun M. Eddy, CFP®, MSFA, AIF®, has held the CFP® designation since 1995. He holds a Masters Degree in Financial Analysis from the College of Financial Planning in Denver, Colorado. He also holds the Accredited Investment Fiduciary (AIF®) designation. He is Past President and Chairman of the board of directors of the Financial Planning Association's Maryland Chapter and also served as past Chair of the Membership Advisory Group of the Financial Planning Association in Denver, Colorado.

Mr. Eddy has served as a director with the boards of Howard County Red Cross and HC Drug Free. He serves as a member of the Housing and Community Development Board, which is a Howard County board dedicated to providing affordable housing for its county residents. Mr. Eddy is also a graduate of Leadership Howard County, which is an organization dedicated to empowering individuals and strengthening and transforming their community.

Mr. Eddy has been a speaker for the Financial Planning Association, Maryland Accountants Association and at the Maryland Institute of Certified Financial Planners. He continues to attend ongoing educational opportunities throughout the county to enhance his and his firm's qualification and skills. He has been consulted by local media due to his involvement with the Financial Planning Association's Maryland chapter. He also appeared three times on Wall Street Week which was a nationally syndicated investment television program.

Mr. Eddy currently resides in Marriottsville, Maryland with his wife Tricia, son and daughter and enjoys golf, judo, outdoor activities and quality time with family and friends.

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Financial Advisor Experience

I provide comprehensive fee based investment and financial/ retirement planning services. I work with both individuals and businesses providing them with comprehensive service ranging from simple planning needs to more advanced retirement, estate, benefits and business planning needs.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Master Science Financial Analysis

Insurance Licenses

  • Life insurance: MD, DE, TX
  • Health/disability insurance: MD,
  • Fixed annuities: MD, DE, TX

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Mutual Funds, Insurance, Retirement, Succession Planning, Long-term Care

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Helpful Financial Planning Resources