Shaun Eddy, financial advisor Woodstock MD
103 score

Shaun Eddy

CRD Number: 1983133
Current Firm: Oxford Planning Group, LLC
Compensation Model: Fee Only

Shaun Eddy (CRD# 1983133) is the owner and an Investment Advisor Representative at Oxford Planning Group LLC in Woodstock, MD and has over 24 years of experience in the finance industry.  

Shaun has always had a strong desire to help clients define and reach thier unique financial goals and says  "When clients realize that with proper planning, many goals are possible, it's incredibly rewarding".


Always looking for opportunities to enhance his qualifications and skills, Shaun graduated from the University of Maryland and is a CERTIFIED FINANCIAL PLANNERTM practitioner through the College for Financial Planning.  He also earned a Master’s Degree in Financial Analysis from the College for Financial Planning.  Shaun holds the Accredited Investment Fiduciary (AIF®) designation, which promotes a culture of fiduciary responsibility, employing and providing a prudent process in investment practices.    


He served as past President and Chairman of the Board of the Financial Planning Association’s Maryland chapter, and past Chairman of the Membership advisory group of the Financial Planning Association in Denver, Shaun has enjoyed working with many of the industry’s most influential professionals.  He has served as a Director with the Boards of Howard County Red Cross, HC Drug Free, and as past Chairman of the Housing and Community Development Board.  He is also a graduate of Leadership Howard County Premier, an organization dedicated to empowering individuals and strengthening their community. 


Shaun has been a speaker for the Financial Planning Association, the Maryland Accountants Association and the Maryland Institute of Certified Financial Planners. In 2009, he was named as a top Maryland Financial Planner by Medical Economics. Shaun was 2005 FPA of Maryland’s Planner of the Year and has been a guest panelist on Wall Street Week, a nationally syndicated TV series. 


Similar Advisors
Michael Treanor, financial advisor Woodstock MD
Michael A. Treanor
CRD# 5446267
Aegis Wealth Management LLC
Similar Advisors
Nicholas Ibello, financial advisor Woodstock MD
Nicholas A. Ibello
CRD# 5820593
Commonwealth Financial Network
Similar Advisors
Brian Kuhn, financial advisor Woodstock MD
Brian Kuhn
CRD# 4474832
Planning Solutions Group, LLC
Professional Designations
Company Name Location Dates Years
Strategic Wealth Management Columbia, MD Apr 2001 - Dec 2016 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1993
S65 NASAA Investment Advisors Law Examination Feb 1993
Contact Info for Shaun Eddy
Phone Number: 4109958711
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Ready to hire a financial advisor? Get competitive proposals from Shaun Eddy and other advisors.
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.