The Firm

Our Approach

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Everyone has goals. What people don’t have is the support and encouragement to achieve them.

As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to pursuing your dreams.

Our objective advice allows you to know your interests come first.

As a division of ADE, LLC, Celestial Wealth Management operates under a hybrid RIA. Clients pay for services in the way they see fit. Asset management fees, commissions, hourly consulting or a combination of the three allows our clients to tailor their experience to their preferences. The goal is to be as transparent as possible and strive to protect our clients’ best interests.

Our clearing and custodian services are provided by LPL Financial*

 

Our Investment Philosophy

There are many investors who agonize over every decision, worrying about how it will affect their investments. Studies by Ibbotson Associates show as much as 85 percent of investment returns are the result of asset class allocations and only 15 percent come from actually choosing the investment within the asset class.

Getting the big picture right is critical.

As market and economic conditions evolve, we believe the keys to delivering superior wealth management are based on our ability to assess fundamental changes within industries, markets, and countries around the globe and how  they relate to your portfolio.  By interpreting technical indicators and determining asset class valuation level, we strategically allocate capital across assets to pursue optimal risk-adjusted returns. If you have any questions about your current financial situation or wish to schedule an appointment please feel free to contact us.

 

Meet the Founder

Colin Exelby, President

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Colin Exelby is the President and founder of Celestial Wealth Management in Baltimore, MD.  With over sixteen years experience assessing complex financial situations, Mr. Exelby provides comprehensive advice on how to structure and diversify client holdings, manage risk, help assess tax situations, and optimize charitable giving.  He holds FINRA registrations series, 7, 24, and 31 with LPL Financial, as well as life insurance and the Series 66 with LPL Financial, and ADE, LLC, a registered investment advisor.

Mr. Exelby was born in East Grand Rapids, Michigan.  Coming to the east coast, Mr. Exelby played collegiate basketball at Salisbury University on Maryland’s Eastern Shore.  He earned his Bachelor of Science Degree in Business Administration, with a major in finance and minor in economics from the Frank Perdue School of Business. He was inducted into to the National Leadership Society, Omicron Delta Kappa.

 

Immediately following graduation, Mr. Exelby accepted a position as a financial advisor at Morgan Stanley in Baltimore, Maryland where he practiced wealth management for nine years.  Mr. Exelby has appeared in a number of publications including the Wall Street Journal, The Baltimore Business Journal, Fiduciary News, Business Monthly of Howard County, Salisbury University Alumni News, U.S. News World & Report, Student Loan Hero, Policy Genius, Generations of Howard and Anne Arundel County and Monster.com.  He appeared on Channel 2 News (ABC) Senior Living, March 29, 2003.

Mr. Exelby devotes time and resources to his alma mater as well as his local community. He serves on the Department of Economics and Finance Advisory Council at Salisbury University as well as being a board member of the Towson Chamber of Commerce.

Mr. Exelby currently lives with his wife, Jennifer and his two daughters in Towson, MD.

Hourly Consulting

"Most People Don't Plan to Fail, They Simply Fail to Plan."

Did you know studies show 43% of Americans spent more time planning their most recent vacation than they have spent planning for retirement?*  Further, amazingly 28% spent more time watching reality TV in the last month than they have spent planning and preparing for retirement over the last 10 years*

Now more than ever, real people are asking themselves deep questions about their own finances, and increasingly are looking for guidance in navigating an uncertain future.

We believe true financial planning is not about products, sales or even the actual financial plan.  True financial planning is about having meaningful conversations.  It is about guiding people through the process of matching their savings with their values.

Celestial Wealth Management  provides objective, coordinated financial advice to individuals and their families. We provide hourly consulting for a fee to address your goals in a practical way. First, we evaluate your needs, explain planning concepts and clarify your goals. Next, we analyze your circumstances, prepare financial plans and review the results. Finally, we offer you the option of implementing the strategies with us or your current investment professional.

*Source: AARP

 

 

Our Process

For More Information about our consulting services:

COLIN EXELBY HAS BEEN FEATURED IN:

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