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Financial Advisors - Annapolis, Maryland | Compare Top Local Advisors

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

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...

Geoffrey Burroughs, Financial Advisor from Annapolis, Maryland

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...

J'Neanne Theus, Financial Advisor from Annapolis, Maryland

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...

Michael Balakirsky MBA, Financial Advisor from Annapolis, Maryland

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...

Brian Kuhn, Financial Advisor from Annapolis, Maryland

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...

Chris Schipske, Financial Advisor from Annapolis, Maryland

Four offices conveniently located in Ellicott City Odenton Bethesda RockvilleSecurities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Platinum Financial Group and C...

Jason Harris, Financial Advisor from Annapolis, Maryland

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....

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

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...

Nathan Badowski, CFP, Financial Advisor from Annapolis, Maryland

When it comes to making decisions about protecting your family, accumulating assets for retirement, or developing a plan for growth, you have a lot of options. You could ask family or friends for advice or even do your own research online. With so much information available, why work with Camden Planning Group?It's simple: Camden Planning Group's a...

Gordon Bernhardt, Financial Advisor from Annapolis, Maryland

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 Annapolis, Maryland

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 Annapolis, Maryland

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...

Edward D Williams, Financial Advisor from Annapolis, Maryland

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...

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

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...

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

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...

Jordan Schlick, Financial Advisor from Annapolis, Maryland

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 f...

Jeff Grodsky, Financial Advisor from Annapolis, Maryland

Are you looking for a financial advisor you can trust? An unbiased expert to plan and guide your financial well-being? Someone who focuses solely on your goals, and not on commissions? For more than ...

David Middleton, Financial Advisor from Annapolis, Maryland

Middleton Advisory is a fee-only Registered Investment Adviser in Bethesda, MD, founded by David Middleton to begin his private practice. Services are offered in the entire state and surrounding areas...

Bill Bancroft CIMA®, Financial Advisor from Annapolis, Maryland

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...

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