Financial Advisors in or around Rockville, Maryland

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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:


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 >   Rockville 

Premium Financial Advisors Listing

Basil Herzstein, CFP®, Financial Advisor from Rockville, Maryland

Basil Herzstein, CFP®

Distance: 3 miles

As an Independent CERTIFIED FINANCIAL PLANNER™ Professional I provide the highest quality financial advisory service to clients. We build successful relationships with clients that are based on trust, open communication and integrity. Every client has unique needs and I provide advice to them on their financial needs for both the present and for ...

David Cohen, Financial Advisor from Rockville, Maryland

David Cohen

Distance: 4 miles

My business is all about fulfilling my clients' life goals through Financial Planning. Provide financial, retirement and estate planning services for businesses and individuals. Provide full range of investment and risk management products that include individual securities, mutual funds, Qualified Retirement Plans, Section 529 education plans, ann...

Marc Schliefer, Financial Advisor from Rockville, Maryland

Marc Schliefer

Distance: 6 miles

Since 1963, Equity Planning Inc. has combined time- tested financial methods with innovative strategies. We counsel our clients in the three key areas of financial services—protection, savings, and growth. Our strategies are designed to provide individuals and businesses with opportunities for potentially more money and benefits, no extra out...

Douglas Rausch CPA,CFP, CLU, Financial Advisor from Rockville, Maryland

Douglas Rausch CPA,CFP, CLU

Distance: 6 miles

Welcome to Rausch FinancialSince 1989, we have worked with successful families and small businesses solve life’s greatest financial challenges.The stakes are too high to bring anything less than the best capabilities to your financial life. As a trusted advisor, my duty is to give my clients the right tools, insight and resources for achieving thei...

Gordon Bernhardt, Financial Advisor from Rockville, Maryland

Gordon Bernhardt

Distance: 10 miles

At Bernhardt Wealth Management we know from experience that financial success is most likely to be achieved through an unwavering commitment to a set of investment principles: efficient markets, modern portfolio theory, diversification, intelligent asset allocation and low cost investments. We design each client's portfolio using these principle...

Pat Volk, Financial Advisor from Rockville, Maryland

Pat Volk

Distance: 12 miles

The Mutual Fund Store® is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the company’s system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S. In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as ...

Fardin Nematollahi, Financial Advisor from Rockville, Maryland

Fardin Nematollahi

Distance: 12 miles

Our mission is to provide affluent individuals and organizations with advice that they can trust, thereby helping them to pursue their financial goals. We believe that advice should encompass comprehensive investment and wealth management strategies, yet be tailored to clients’ long-term goals and aligned with their life values. We will strive to b...

Arthur  A. Hall, Financial Advisor from Rockville, Maryland

Arthur A. Hall

Distance: 13 miles

StrategicGlobal Insight, LLC is a fully independent, unbiased, fully fee-based (no commissions)comprehensive financial planning, investment advisory, and life planning firm. SGI has partnered with some of the biggest and best custodians and money managers in the industry to bring their clients a comprehensive and life-long investing approach specif...

Ken Stanley Col. USAF (Ret.) - VP, Financial Advisor from Rockville, Maryland

Ken Stanley Col. USAF (Ret.) - VP

Distance: 14 miles

The Burney Company is an equity research and investment management firm that seeks to maximize long-term returns through the use of proprietary fundamental quantitative techniques and analysis. Founded in 1974 by Brig. General Jack Burney who pioneered work in this area beginning in the early 1950s, Burney expanded from its Falls Church headquarter...

Carlos Sava, Financial Advisor from Rockville, Maryland

Carlos Sava

Distance: 14 miles

Clarendon Capital Management LLC (CCM) is an investment advisory firm offering clients focused and flexible investment advice around a core equity strategy using separately managed accounts. The firm's mission is to provide sophisticated, disciplined, and transparent financial recommendations. CCM's core strategy is an actively managed equi...

Michael Balakirsky MBA, Financial Advisor from Rockville, Maryland

Michael Balakirsky MBA

Distance: 17 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...

J'Neanne Theus, Financial Advisor from Rockville, Maryland

J'Neanne Theus

Distance: 17 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...

Chris Schipske, Financial Advisor from Rockville, Maryland

Chris Schipske

Distance: 19 miles

Four offices conveniently located in Ellicott CityOdentonBethesdaRockville...

Jordan Schlick, Financial Advisor from Rockville, Maryland

Jordan Schlick

Distance: 19 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...

Edward D Williams, Financial Advisor from Rockville, Maryland

Edward D Williams

Distance: 20 miles

DEWFMG provides investment management, financial planning and retirement planning services, insurance and products to individuals, small businesses and non-profits. We are backed by a team of financial professionals within LPL Financial LLC. LPL Financial is the nation’s largest independent broker dealer*.We use a four step process to planning. The...

Jit Tandon, Financial Advisor from Rockville, Maryland

Jit Tandon

Distance: 24 miles

Jit Tandon is President of Ficadenti Tandon Asset Management, Inc. and a well known financial professional in Northern Virginia. Mr. Tandon counsels seniors on how to increase their income and reduce their taxes. Jit has advised pre-retirees and retirees of the federal government, teaching profession and business executives. Jit is the co-author o...

Other Financial Advisors Listing

Bill Bancroft CIMA®, Financial Advisor from Rockville, Maryland

Bill Bancroft CIMA®

Convergent Wealth Advisors, LLC

Bill Bancroft has been advising clients with an objective and personal approach at Convergent since 2000. As the Executive Director, he is responsible for the entire experience of the firm’s Independe...

James (Jim) Young, Financial Advisor from Rockville, Maryland

James (Jim) Young

AFC Asset Management Services

AFC is a Registered Investment Advisor established in 1985 providing professional money management services and financial advice. As you’ve hoped and suspected, there is a better approach to invest...

Ryan Wibberley, Financial Advisor from Rockville, Maryland

Ryan Wibberley

CIC Wealth Management Group

Our mission is to guide our clients in making informed decisions through education, communication and service which exceeds their expectations. Ryan Wibberley is a well-known expert in the matters ...

Selecting the Right Advisor

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

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  • Minimum 5 years of Experience
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