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Helping You Bring Order to the Chaos of Financial Management

Financial Guidance Designed for the Length of Your Journey

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Navigate Life's Biggest Moments With Personalized Wealth Solutions

Since 1995, we have connected with clients to help clarify their financial journey and realize the motivation behind their wealth. Through education, understanding and a dynamic approach to planning, we develop strategies to help you overcome life’s obstacles and succeed in the long run. 

And I will lead the blind in a way that they do not know, in paths they have not known I will guide them. I will turn the darkness before them into light, the rough places into level ground. These are the things I do, and I do not forsake them.

- Isaiah 42:16

Upheaval happens to all of us, but you don't need to experience it alone.

With a motivated team by your side, you can feel confident regardless of what you’re going through. Whether you’re starting a new career, expanding your family or building your own business, we can provide the guidance you need to excel.

Ready to Learn More?

Discover the Experiences We Offer:

Asset Management

Our target audience is experiencing a shift of some sort - large or small, we’ll help you navigate your financial situation.

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Commission-Based Products

From annuities to life insurance, there are a number of products that may be applicable to your life. Let us discover what’s best for you.

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401(k) Participant Management Program

Businesses often need guidance on how to provide the best retirement education for their employees. That’s where we come in.

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The Northstar Process

Every person has a special life journey and we help them bridge the gap at difficult times in order to prepare for the future.

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Experience a Group of Professionals That
Prioritizes Your Needs


Get to Know Your Team

At Wealth Management Institute, Ltd.

Schedule Time to Meet


Independent

Because we believe in serving you, the client - not the industry. 

Analytical

Our recommendations are designed with data that simply makes sense. 

Sustainable

Experience our green energy initiative, Springwood.

Fiduciary

Your best interests are at the foundation of our process and experience. 


C. Cameron Bell, MAS, CFP® Photo

C. Cameron Bell, MAS, CFP®

Executive Director
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C. Cameron Bell

C. Cameron Bell, MAS, CFP®

Executive Director

P: (301) 926-7276

F: (301) 926-0530

E: cameron.bell@wealthmanagementpro.com


An Army veteran, Cameron has over 29 years of experience in the financial services industry. He built Wealth Management Institute, Ltd. by conducting 3- and 4-night courses in personal financial management throughout various colleges in the Central Maryland area. Analytical and empathic, he has a master’s degree in business from Johns Hopkins University and a degree in chemical engineering from West Virginia University. 

Cameron’s been a Certified Financial Planner™ (CFP) licensee since 1999, a licensed health and life insurance agent, and holds Series 6,7,24,63, and 65 security industry licenses. He has helped hundreds of families plan and invest for the future. 

Drawing upon his years running and selling a long-held family business and a Certified Exit Planning Advisor™ (CEPA) licensee, he also helps business owners planning for and selling their business. 

In his spare time, he is an assistant scoutmaster with Troop 796 of the Boy Scouts, enjoys wilderness backpacking and hiking, and spending time with his wife and daughter. He also has two sons in college.

Tricia Yetter Photo

Tricia Yetter

Quality Control Manager
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Tricia Yetter

Tricia Yetter

Accounts Payable

P: (301) 926-7276 ext. 102

F: (301) 926-0530

E: tricia.yetter@wealthmanagementpro.com


Tricia is our Quality Control Manager. She is responsible for portfolio management accounting and billing in addition to overall firm financial operations. Engaging, professional, and dedicated, her ideas helps us stay focused on making things easy. She's also the best source in the office for all the local eateries and entertainment options! 

She has a Bachelor of Science degree in Accounting from Penn State University. She was born and raised in Pennsylvania and moved to Maryland in 2015. Prior to working at Wealth Management Institute Ltd., she was employed in the student loan industry for almost 20 years. When not at work, Tricia enjoys spending time with her family, going to sporting events (especially Penn State football games), scrapbooking and being outdoors.


Kelly Pell Photo

Kelly Pell

Client Service Manager
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Kelly Pell

Kelly Pell

Client Services Manager

P: (301) 926-7276 ext. 104

F: (301) 926-0530

E: kell.pell@wealthmanagementpro.com


Kelly is our Client Service Manager and first point of contact for clients and visitors in the office and by phone. She takes care of preparing all meeting reports and materials, schedules client appointments, and executes service requests. She responds to questions regarding accounts, policies, and procedures. She is also the team leader in going paperless - for the team as well as clients. She processes client requests (wires, checks, journals, etc.) and new accounts. Through with great attention to detail, she obtains all necessary approval - ensuring all client documentation is completed and returned to clients. She also manages our marketing platforms/social media accounts and maintains our schedule of events.

How Do Our Core Values Impact Your Experience?

At Wealth Management Institute, we have the client - and only the client - in mind. Our mission is to get to know and understand your needs, wants and long-term goals. This is done by helping you develop, implement and monitor a strategy that’s designed to address your unique situation.

We Understand the Challenges Families Face Today

From managing debt to understanding social security, saving for college or planning your dream wedding, these financial challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.


Our Mission

Charts Our Course

Our Vision

Steers Us

Our Values

Anchor Us

You Face Unique Challenges That Deserve Unconventional Thinking

As a team, we believe in thinking outside of the box and are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment and efforts are focused on you and your satisfaction.

Discover If We’re the Right Fit

Connecting With Those Who Are Seeking True Guidance

As our client, you’ve likely experienced a moment or milestone that has brought to life questions related to your financial picture. We’ll work together to build a framework to help you successfully navigate the future of your finances.

Own Your Financial Future

Business Owners

Business planning requires the ability to perform a balancing act between your company, your employees and your own personal finances. Our goal is to help you successfully transition into retirement and ensure your business remains financially secure for years to come. 

Professionals

Whether you have a career in technology or the federal government, you work hard for your wealth and seek to maintain and grow your assets. Working with our team can help you make impactful decisions regarding your wealth and your profession. 

Individuals in Transition

There are a number of milestones we face in our lives that bring up questions and concerns about our financial well-being. Our team works well with manufacturing and construction workers who are experiencing a transition that requires specialized attention. 


Uncover Long-Term Commitment to Your Finances

The team at Wealth Management Institute, Ltd. helps a variety of individuals and families experience and overcome financial hurdles in order to find long-term success. For your generation and those to come, we look forward to building a relationship of meaning. 

Contact Us


Organizations That We Care About

Scouts

Team Rubicon Disaster Response

The Center For Discovery

National Museum of Civil War Medicine


Have Opportunities for Us to Contribute?

Connect with Us

Getting You Where You Want to Go Productively

Fee-Based Asset Management in Your Best Interest

Unlike many firms, our foremost concern is your success. As a group, we utilize our expertise to develop an effective investment strategy designed to reach your objectives. This is done by getting to know you, understanding your goals and establishing your tolerance for risk. 

Through a Consultative Journey, We’ll Understand Your Needs

If You’re Experiencing...


Career Change

Marriage

Birth of Children

Divorce

Retirement

Entering the Workforce

The Death of a Loved One


...We Can Help by Providing Financial Guidance Essential to Your Success

Don't Let Life Disrupt the Path

That's Meant for You and Your Purpose

Let's Work to Stay on Track

Products Built to Protect What You’ve Earned

With a number of life goals, it can sometimes be tough to juggle your priorities and even determine where to begin. You’re seeking the opportunity to balance your lifestyle and protect the wealth you’ve earned over the years - but, you don’t have to do it alone.

Wealth Management Institute, Ltd.
Will Help You Take a Closer Look at the Details


Annuities

Certain annuities can protect your retirement from factors like market volatility and outliving your money.

Life Insurance

In addition to insurance protection, some products can increase value you can use during your lifetime.


From Reducing Risk to Prioritizing Your Passion

We’ll Help You Reach Your Retirement Goals

Get Started

401(k) Retirement Plan Review

For Plan Sponsors & Participants


At Wealth Management Institute, Ltd., we provide independent investment advice to individual plan participants of employer-sponsored qualified plans. 

These Reviews Include: 


Analysis of Participant Plan Investment Options

Recommendations of Available Investment Choices

(Based on Risk Tolerance)


As a firm, we encourage you to review and update your account progress on a quarterly basis, but we do not offer continuous supervision.


Let’s Take Your Plan to the Next Level

Connect With Us

Experience Our Unique
Approach to Planning 

Together we'll determine your NorthStar.

Defining “where you want to go” in life can be a challenge, especially if you have yet to clearly outline your goals and long-term needs. At Wealth Management Institute, Ltd. we work with you to clarify what it means to live your life on purpose, according to your terms and timetable. 

As a firm, we don’t outsource wealth management. Instead, we’re able to manage your money in-house and as if it were our own in order to help you truly embrace the meaning and purpose of your journey.

It’s Your Life

Let’s Help You Live It


Step 1:

Pack Your Bag

To help guide you through the "NorthStar Process" and achieve financial success, the first thing you must do is "Pack Your Bag."

During a 15-minute phone conversation, we’ll deliver expectations and begin organizing your finances based on your goals and dreams. It’s important that when you begin your financial trek that you pack a complete and organized bag that helps you face any hurdles along the way. 

Step 2:

Set Up Camp

After "Packing Your Bag", it's now time to "Set Up Camp".

Next, we’ll meet for a few hours to input your documents into our interactive financial planning tool, “the Knot”. Together, we will discuss important goals/objectives for your financial future and continue monitoring your progress before our Compass and Map meeting.

Step 3:

Compass and Map

Everyone needs a compass and map to find their way down the trail.

This meeting provides an analysis of your current investment portfolio and recommendations to help achieve continued financial success. We will provide you with a detailed summary including reports and recommendations, in addition to a 30-day complimentary subscription to “the Knot”.

We'll Answer the Question, "Where Are You Going?" As We Continue the Trek

After your initial trek, it is important to continue to monitor your financial health. Our relationship will be an ongoing journey to help your long-term success.

Begin with a Consultation


Wealth Management Institute, Ltd. Events

Opportunities to Connect

Stay tuned for information regarding upcoming live and virtual events. 

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Remain Informed

Financially | Professionally | Personally


Wealth Management Institute, Ltd.

Insightful Articles

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Wealth Management Institute, Ltd.

Podcast

Stay tuned for upcoming podcast episodes!

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Building Long-Term Relationships Throughout Central Maryland

Interested in Working Together?

Primarily located in Frederick, we enjoy working with our clients in person but we’re happy to meet with you over the phone or virtually. Schedule a discovery meeting or fill out the submission form below to get started.