Financial Advisors in or around Baltimore, Maryland

WiserAdvisor is the oldest and the largest independent network of financial advisors.

We will match you with 2 to 3 financial advisors who meet your specific needs

  • We pre-screen advisors for:
    • Experience (minimum five years required)
    • Advisor Compensation (fee-based or fee-only)
    • Licensing and disclosures with SEC/FINRA
  • We do a custom match and send you profiles of 2 to 3 advisors the best suit your unique needs
  • Financial advisors contact you to set up your FREE 1-on-1 consultation. No obligation

I want to take charge
Match Me with 2 to 3 Advisors
based on my specific needs


What advisory services do you need?
What is the size of your investment portfolio?
City: State:
 
First Name:   Last Name:
 
Email   Phone No:
 
Additional Information (optional)
Results from people who have used the "Match Me" form above

Profile

Gary is in his early 50s, married, corporate hardware and software manager in Minneapolis, MN. He enjoys personal investing and model airplanes / trains.

Portfolio Size:

$800K

Want to evaluate other investment strategies and compensation methods...
...Thankyou WiserAdvisor. We were getting tired of the fees that we were being charged. We don't want to get "nickel & dimed" to death with transaction and management fees

WiserAdvisor >   Maryland >   Baltimore 

Premium Financial Advisors Listing

Geoffrey Burroughs, Financial Advisor from Baltimore, Maryland

Geoffrey Burroughs

Distance: 1 miles

I take a collaborative approach helping my clients navigate through the complex and emotional financial decisions that surround their lives. I focus on doing three things for my clients and expect one in return. I help them: - Simplify their financial lives - Generate the necessary returns and income to sustain the lifestyle they desire now and...

Jason Harris, Financial Advisor from Baltimore, Maryland

Jason Harris

Distance: 8 miles

As your Financial Advisors, our most important job is to truly understand who you are and what you want your assets to accomplish for you. Baird provides access to a broad pool of research, resources and planning expertise from which we can draw when designing customized solutions based on our knowledge of your specific needs in these areas....

Michael Balakirsky MBA, Financial Advisor from Baltimore, Maryland

Michael Balakirsky MBA

Distance: 15 miles

Michael Balakirsky MBA is the LPL Branch manager, independent Wealth Manager and financial Planner in Columbia, Maryland . Our job is to take anxiety out of your life thru holistic financial planning , wealth management, independent financial advice. Michael Balakirsky's extensive experience in the US financial industry, as well as major emergi...

Chris Schipske, Financial Advisor from Baltimore, Maryland

Chris Schipske

Distance: 15 miles

Four offices conveniently located in Ellicott CityOdentonBethesdaRockville...

J'Neanne Theus, Financial Advisor from Baltimore, Maryland

J'Neanne Theus

Distance: 15 miles

Marathon Financial is an independent advisory firm, with a fiduciary responsibility to our clients. We create confident investors. We offer ongoing investor education, designed to offer each client a basic foundation in sound investment and financial principles, using Nobel Prize winning academic research and the science of capital markets.What kee...

Jordan Schlick, Financial Advisor from Baltimore, Maryland

Jordan Schlick

Distance: 15 miles

Jordan Schlick is the founding member and managing director of Compass Capital. Jordan has over 25 years of experience in actively managing investments. Jordan's initially served as an equity and fixed income analyst, before moving into management of mutual funds, hedge funds, pensions, and now portfolio management for individuals, families, ret...

Brian Kuhn CFP, CLU, CLTC, Financial Advisor from Baltimore, Maryland

Brian Kuhn CFP, CLU, CLTC

Distance: 19 miles

Planning Solutions Group is a holistic, fee-based financial planning firm. Our innovative solutions are the result of a collaborative approach; we coordinate with our clients existing advisors and review their financial outlook to design a comprehensive plan to fit their needs. Our approach is unique because we make recommendations based on all as...

Nilos T. Sakellariou, CFM, Financial Advisor from Baltimore, Maryland

Nilos T. Sakellariou, CFM

Distance: 21 miles

NTS Bearing offers the professional experience and investment knowledge of Mr. Nilos T. Sakellariou, CFM, who for over 20 years has helped high net worth individuals and prominent familes achieve their financial goals, preserve their wealth and build lasting legacies for their future generations and loved ones. Using a private family office model...

Other Financial Advisors Listing

Silas, Winfield Cain, Financial Advisor from Baltimore, Maryland

Silas, Winfield Cain

Mount Vernon Associates Inc

Jack, Symington Griswold, Financial Advisor from Baltimore, Maryland

Jack, Symington Griswold

Alex. Brown Realty, Inc.

Norris L. Brodsky CFP,PFS, Financial Advisor from Baltimore, Maryland

Norris L. Brodsky CFP,PFS

Morgan Stanley Smith Barney

I concentrate on working with successful people who: - Enjoy open, honest and genuine personal relationships - Are committed to implementing a written financial strategy in order to pursue impo...

Ethan Schuchman, CFP , Financial Advisor from Baltimore, Maryland

Ethan Schuchman, CFP

Financial Network Investment Corporation

Financial Network Investment Corporation is a full service financial management firm that deals in a wide range of investment vehicles to support every aspect of my clients investment needs. I work cl...

Richard C. Osman CFP, CLU, ChFC, CASL, Financial Advisor from Baltimore, Maryland

Richard C. Osman CFP, CLU, ChFC, CASL

Integrated Financial Partners

I help individuals and small business owners by providing unique solutions that help you build, preserve and protect your wealth. When you retain Richard Osman and his team at Integrated Financial Pa...

Selecting the Right Advisor

The Definitive Guide to selecting the right financial advisor for your needs.

Are You A Financial Advisor?

Must Have

  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
  • Must be Fee Based or Fee Only