Investment Advisory Services

HomeInvest & PlanInvestment Advisory Services

Financial Dimensions offers expert guidance in planning and managing your investment portfolio. Our registered advisor representatives can streamline your investments into a single account to align with your personal goals. 

Our advisors also provide guidance and advice when needed, helping you make the right decisions for your unique financial needs. 

Account Features

  • Full financial planning
  • Semi-annual plan reviews
  • No-load mutual funds and ETFs
  • Consolidated statements
  • Competitive pricing options with no hidden sales charges
  • Ongoing professional investment management

Products and Services

  • Asset Allocation: An investment advisor will design a portfolio tailored to your specific goals and risk tolerance. This portfolio will be monitored and reviewed to ensure alignment with your objectives. The advisor will adjust the allocation as needed to optimize it according to your goals, financial situation, and market shifts. 
  • Rollover IRAs: A Financial Dimensions managed investment account is a great option for saving for retirement without the high fees of some 403B and other plans. Upon retirement or leaving an employer, you can transfer your retirement account tax-free to a rollover IRA. Financial Dimensions helps build secure, cost-effective retirement plans.
  • No-Load Mutual Funds and Exchange Traded Funds (ETFs): Financial Dimensions’ advisors have access to a wide selection of mutual funds from top companies, offering clients numerous options. These funds come without sales charges or transaction fees, providing a cost-effective way to diversify your portfolio.

Schedule an appointment with us today to start investing in your financial future.

Financial Dimensions
1301 York Road, Suite 103
Lutherville, MD 21093

fdi@firstfinancial.org   |    410-427-8967

Investing involves risk, including the potential for losing money. Asset allocation, rebalancing and diversification does not guarantee against loss. Past performance will not guarantee future results. 

Not Guaranteed by NCUA, FDIC or any Federal Agency. Not Guaranteed by Credit Union. May Lose Value.

Financial Dimensions, LLC, formerly Financial Dimensions, Inc., is a wholly owned subsidiary of First Financial of Maryland, FCU (“the Credit Union”). 

Additional information about FDI, including the FDI fee schedule is available on form ADV, Part 2A brochure, provided when opening your account, on request, and available by searching “Financial Dimensions, LLC.” on the SEC Investment Adviser Public Disclosure website: www.adviserinfo.sec.gov