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Nick Booth, CFP® | Financial Advisor

Profile img for Nick Booth, financial advisor at Nine Inning Finance, LLC
North Bethesda, MD
Nick Booth, CFP®
Financial Advisor
C.E.O & Founder at
Nine Inning Finance, LLC

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
I’m an advice-only financial planner based in North Bethesda, MD. I offer three services: The Hour, The Plan and The Clubhouse. My current clients are (generally) seeking help with: 1) Major life decisions such as getting married, buying a home, starting a family, receiving an inheritance, starting to invest, etc. 2) Planning for retirement. 3) A second opinion on their self-managed or advisor-managed investment portfolio. Check my guide, Where to Start With Money? https://nineinningfinance.com/writing/nine-inning-finance-guide-where-to-start-with-money To learn more about my services, visit www.nineinningfinance.com. Read Nick’s newsletter here: https://moundvisits.substack.com/
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Specialties and Expertise

8
Cash Flow Analysis
Tax Minimization Investment Strategies
Portfolio Construction
Cryptocurrency & NFTs
High Net Worth Planning
College Planning
Retirement Income
Debt Management

Clientele

6
New Investors
Inheritors
Tech Sales
High Net Worth Individuals
Retirees
Attorneys & Paralegals

Credentials and Designations

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Certified Financial Planner™

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Certified Digital Asset Advisor®

Education

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Georgetown UniversityM.P.S.Year Obtained: 2016
University of WisconsinMadisonB.A.Year Obtained: 2012
Quick Facts About Nick
Years of Experience:5 yearsMember since:2023

Services Provided

How I help my clients

Advice-Only Financial Planning

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Retirement Planning

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Tax Planning

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Investment Planning

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Pricing Models

Flat Fee
Hourly Fee

Proof of License

SEC Profile
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North Bethesda, MD
Nick Booth, CFP®
Financial Advisor
C.E.O & Founder at
Nine Inning Finance, LLC
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Profile last updated: 04-24-2025
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