Joseph Feldman CFP®

Founder and President

Joseph Feldman is the Founder and President of Feldman Wealth Advisory, LLC. He spends the majority of his time fostering client relationships, serving as a firm expert in the development of sophisticated wealth transfer strategies and overseeing the firm’s wealth management practice. Joe enjoys helping clients develop a clear vision of their lifetime goals and implementing techniques that transform their vision into reality.

Prior to establishing Feldman Wealth Advisory, LLC, Joe was a Financial Advisor with Legg Mason where he provided investment, estate, and financial planning advice to affluent individuals.

Joe earned his B.A. from Gettysburg College in 1997 where he captained the Men’s Lacrosse team and was named All-American two years in a row (1996 and 1997). In 2005, he earned the prestigious CFP® designation. Joe is also a member of several professional organizations, including the Financial Planning Association, Million Dollar Round Table, Anne Arundel County Estate Planning Council and Anne Arundel Medical Center Charitable Gift Planning Committee.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and cfp with plaque in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Charles J. Feldman CLU, CHFC, MSFS


Charles has provided financial advice to business owners and professionals and has guided multiple generations of families in building, protecting and conserving their estates. Assuring that family and financial objectives are met and that a client’s affairs are in order is a calling for which Charles is passionate.

Charles received his B.S. in Finance at Syracuse University in 1969 while at the same time working for three years as an agent with Provident Mutual and also on a Trust department’s investment project. He came back to his hometown in Annapolis, Maryland after graduating and has always operated as an independent advisor, providing clients with protection for death, disability, retirement, and long term health care as well as objective investment planning advice. The tax efficiency of plans and the attention to “Special Needs” having always been of the utmost concern.

Having served on the boards of several banks and on the advisory boards of two life insurance companies, Charles has been an integral part of the financial services profession. As a Board Member of the Forum 400 and a member of AALU, his efforts have been a major contribution to the very best practices within the industry.

Charles has been a guest lecturer at the University of Baltimore Law School’s Masters in Tax program and at the University of Alabama for Finance major students on the topic of life insurance. He has also been a speaker at the Top of the Table.

Charles served as Managing Trustee of the Endowment Trust Fund of a synagogue and also has served as an officer in the local Jewish War Veterans chapter.

Charles and his wife, Dianne, enjoy spending time with their three sons, two granddaughters and four grandsons. Charles has also served as a valuable mentor for his son and consults for his son Joe’s company, Feldman Wealth Advisory, LLC.

Charles is affiliated with the following professional organizations: AALU, Million Dollar Round Table, Forum 400, NAIFA and Anne Arundel County Estate Planning Council.

Kathy Rohe

Director, Insured Plans Design

Kathy brings a wealth of knowledge to Feldman Wealth Advisory, LLC in her role as Director of Insured Plan Design. With over 40 years of experience in the financial services industry, Kathy is well-equipped to assist clients. Her experience covers all areas of client service and her extensive capabilities are essential to the daily operations of the business.

Kathy enjoys fishing with her husband of 50+ years, spending time with her daughters and spoiling her 5 grandchildren.

Our Strategic Partners

Some of the brightest minds in the business working on your behalf…

Feldman Wealth Advisory is a Member Firm of the Valmark Financial Group, a select group of independent wealth and insurance advisory firms. Valmark provides concierge-level support to each Member Firm. As a Valmark Member Firm, we are able to leverage the knowledge and experience of these professionals to help us deliver innovative thinking and recommendations when helping our clients strategically plan for their futures.

As a collective group, Valmark Member Firms have over $50 billion of life insurance in force and an estimated $6 billion of assets under management, with an additional $25 billion of assets under management controlled through independent Investment Advisors associated with Valmark.  Feldman Wealth Advisory has access to many of the nation’s top financial service providers, products, and services, enabling us to advocate on behalf of our clients while maintaining independence. Valmark Securities, Inc., our broker dealer, is a member of FINRA and the SIPC, and is licensed in all 50 states for securities and insurance.  It has 115 independently owned Member Firms throughout the United States.  Valmark Advisers, Inc., our Registered Investment Advisory firm, is registered with the SEC. 

Valmark’s staff are career professionals involved in investment analysis, portfolio management, life insurance and other protection products, medical underwriting, product due diligence and regulatory compliance. Valmark’s staff includes:

AN UNDERWRITING ADVOCACY TEAM with a former insurance company Underwriting Vice President, a Medical Director who is a licensed physician, and a senior staff of case management, business processing and policy service specialists.

PLANNING SPECIALISTS AND ADVANCED CASE ADVISORS, including attorneys, accountants, MBAs, Chartered Financial Analysts, Certified Financial Planners, Chartered Life Underwriters, and Chartered Financial Consultants. Many are FINRA Registered Principals who provide independent assessment and analysis of recommended products and services.

STATE-OF-THE-ART INFORMATION TECHNOLOGY DIVISION that is fully integrated with many of our profession’s top providers as well as world-class custodians such as Schwab and Pershing.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements