Find Top Financial Advisors in Maryland

About Facet Wealth

Facet is the one financial advice company that provides premium, comprehensive, financial life management dedicated to achieving your financial life goals, at an affordable price because we have completely redesigned the entire financial planning experience.

About Harbor Investment Advisory

I take a client-first approach focused on helping my clients navigate through the complex and emotional financial decisions that surround their lives. I concentrate on doing three things for my clients and ask one in return. I help them: - Simplify their financial lives - Generate the necessary returns and income to sustain the lifestyle they desire now and in retirement - Build a legacy for the ones they love and the things they care about. What I ask in return: should my clients have a question on anything financial, I expect to be the first phone call.

About LPL Financial

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 emerging markets is vital to uncover opportunities in the increasingly global economy. We will give you the world of strategies and help you achieve your dreams. We will help with retirement planning, fee based asset management through LPL Financial, investment planning, holistic financial planning, estate planning, wealth management , wealth protection, retirement planning. You worked very hard. It’s finally time to stop worrying and find a clear path towards your financial independence and stability. Contact our Columbia, Maryland office for NO-OBLIGATION FREE Consultation. You can Do IT and we can Help. Securities and financial Planning offered through LPL Financial, A Registered Investment Advisor,Member FINRA/SIPC

About NTS Bearing-Total Wealth Management.

NTS Bearing is a registered branch of Arete Wealth Management LLC., member FINRA, SIPC & NFA. NTS Bearing offers the professional experience and investment knowledge of Mr. Nilos T. Sakellariou, CFM, who for over 27 years has helped high net-worth individuals and prominent families achieve their financial goals, grow & preserve their wealth and build lasting legacies for their future generations and loved ones. Using a private family office model, Mr. Sakellariou manages his firm within the parameters of his core principles: trust, knowledge, integrity, discretion and an unwavering focus on overall investment results. The firm's emphasis on the private family office model ensures a level of service which distinguishes and sets NTS Bearing apart from the standard cookie-cutter mentality prevalent at the big-name investment houses. The firm is uniquely positioned to offer customized investment strategies tailored to each client's unique circumstance. Mr. Sakellariou's proprietary CORE Equity Strategies and Defensive Capital Appreciation Methodology provide unique opportunities for those clients who desire more breadth from their investment portfolios. I sincerely invite you to contact us to fully appreciate how my firm can enhance your family's financial future.

We are a team of three advisors and one associate focused on retirement planning and investment management While we always work behind the scenes as a team; depending on the client's preferences, we work with some clients one-on-one and others as a team. Clients tend to gravitate to the partner they like and connect with the best. We have very different personalities and complimentary skill sets, a rare and welcome value in our business. We have locations around Maryland, DC and Virginia including Baltimore, DC, Bethesda, Annapolis, and Hunt Valley. For some of our older clients that cannot travel easily we will visit them.

About The Gaige Lavallee Reed Group at UBS

We are a team of three advisors focused on planning and investments Planning Most of our clients simply want to know if they are on track for retirement. After that, clients want us to find things that can help improve their situation. "Planning" to us is an ongoing process. We start with a formalized 'financial plan' that gets updated as things change for clients and we don't stop there. Much of our work goes on behind the scenes, looking for ways to help our clients make more money, save more money, and protect their money. We often find unique ideas that will work for many clients: For example, there are some rarely known strategies for putting up to $250,000 per year into a tax-deferred retirement account which can be rolled into an IRA at retirement. Investments The most common issue we hear from prospective clients is that their portfolios seem to go down as much as the stock market, but they never seem to make as much when it goes back up. And, their accounts have held the same 12 mutual funds for the last 10 years while they've been paying for an advisor to manage the portfolio. Most of our clients want something similar: 1) don’t lose my money, 2) help me grow my investments, and 3) do something for the fees I'm paying you. We have a simple common-sense approach that our clients really that gets them what they want.

Originally from Pennsylvania, Nathan Badowski relocated to Maryland to attend Goucher College. After graduating in 2000, Nathan began working in the financial industry in order to gain practical knowledge that would prepare him for his future as a Certified Financial Planner®. Totaling 17 years in the business, Badowksi is a member of MDRT (Million Dollar Round Table), the Presidents Council, and NAIFA. He prides himself on working with a group that puts its clients, individuals and businesses, first. Nathan currently resides in Bel Air, MD with his wife, Caitlin and their three children, Laura, Gavin and Paul. As a family, they love being outdoors, attending baseball games, hiking, and taking trips to the beach. When it's just the adults, he and his wife enjoy tasting wine at nearby vineyards.

About Mid-Atlantic Financial Group

We work with individuals and businesses to help them protect and growth their wealth.

Joined Edelman Financial Engines in 2016. Began her career in the financial services industry in 2007. Earned the Registered Financial Consultant and Certified Financial Planner certification(s). Bachelor's degree in Business Administration and Economics from McDaniel College and a Masters in Business Administration from Layola University of Maryland.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews¹ and Barron's², with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. ¹Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); ²The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

Joined Edelman Financial Engines in 2015. Began his career in the financial services industry in 1996. Bachelor's degree in Business Management: Finance from University of Maryland University College.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews¹ and Barron's², with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. ¹Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); ²The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

Joined Edelman Financial Engines in 2014. Began his career in the financial services industry in 1999. Earned the Certified Financial Planner certification(s). Bachelor's degree in Science of Finance from University of Maryland, College Park.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews¹ and Barron's², with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. ¹Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); ²The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

Joined Edelman Financial Engines in 2013. Began her career in the financial services industry in 2004. Earned the Chartered Financial Consultant and Certified Financial Planner certification(s). Bachelor's degree in Chemistry from Seton Hall University.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews¹ and Barron's², with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. ¹Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); ²The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

Joined Edelman Financial Engines in 2011. Began his career in the financial services industry in 2006. Earned the Chartered Wealth Strategist and Certified Financial Planner certification(s). Bachelor's degree in in Business Management from Washington College.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews¹ and Barron's², with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. ¹Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); ²The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

Erich is a CERTIFIED FINANCIAL PLANNER" who has been in the financial service industry for over a decade. He received his Bachelors of Science from The Catholic University of America and his Master degree in Finance from The Sellinger School of Business at Loyola University Maryland. Prior to joining Plotkin, Erich was both a client manager and the associate portfolio manager at Geier Asset Management, Inc. in Marriottsville, MD. At Geier, Erich worked with professional athletes, business owners, retirees, and families to implement their financial goals. In conjunction with these responsibilities he gained tremendous experience analyzing, identifying and executing strategies in client investment portfolios that aligned with their unique income and growth objectives. The diverse clientele that Erich has served over the years has allowed him to recognize that there is not a standardized approach when it comes to crafting the right financial plan or investment allocation for clients and their families. This is why Erich believes in holistic financial planning in order to develop a plan and investment strategy that meets the clients needs. Truly passionate about this approach, Erich also conducts retirement income planning seminars on how to accumulate and align assets with ones retirement goals. Erich is a sports enthusiast having played team sports all his life and enjoys staying active by acquiring new hobbies. He and his wife, Kelly, have two young children.

About Plotkin Financial Advisors, LLC

As a Certified Financial Planner (TM) at Plotkin Financial Advisors, LLC I am in the business of making a difference in the lives of clients and their families. I am guided by the core values of honesty, integrity, independence, innovation, objectivity and as a fiduciary of clients' interests. As an independent firm, we are free to craft financial plans and make recommendations that fit our clients best. The services and investments we recommend are based on what is in the best interest for our clients and their families. My firm's comprehensive wealth management service is a refined process that helps to define and clarify the financial landscape for the clients we serve. Together, we help you and your family work towards your financial goals. What - Provide clients with sound advice regarding every aspect of their financial lives. How - I utilize our proprietary Legacy Program method to design a customized wealth management plan. Why - I believe comprehensive financial planning is the foundation of achieving your desired lifestyle.

Derek Johnson, CRPC®, serves as a Principal and Director of Ferguson-Johnson Wealth Management. As a Chartered Retirement Planning Counselor and the Head of our Investment Committee, Derek is in touch with leading academics in the areas of portfolio and wealth management. He is also an Investment Advisor Representative. Derek has been with Ferguson-Johnson Wealth Management since 2000. Over the years Derek has helped clients in all stages of life, and has built a large network of attorneys, accountants, and insurance agents who put their clients’ interests first. He holds a Bachelor of Science in finance from the University of Maryland. He has presented research on the benefits of asset class allocation to the American Association of Individual Investors (AAII). The son of a successful small business owner, Derek appreciates the value of money and what it takes to earn it. Derek mentors students in the Wootton High School Cooperative Education Program and is a big football fan.

About Ferguson-Johnson Wealth Management, Inc.

Ferguson-Johnson Wealth Management, Inc. is an independent wealth management firm and a registered investment advisor. The firm was founded in 1978. Clients include families and individuals, privately owned businesses and retirement accounts. Our primary goal is to incorporate our clients' individual objectives with venerable, prudent investing using modern portfolio management and sound wealth management techniques. As fee-only advisors, we take no commissions and have no hidden charges. We are committed to respond to your needs with integrity and total confidentiality.

David has seven years of experience in the financial services industry. He grew up in Ellicott City, Maryland and traveled south to The Georgia Institute of Technology to earn a degree in engineering. As many STEM graduates do, David decided to apply his technical education to the field of finance and joined T. Rowe Price Group, Inc. in Baltimore to start his career in 2007. In 2011, he launched Middleton Advisory LLC and offered financial advisory services to the public. David has earned the CERTIFIED FINANCIAL PLANNER (TM) designation by taking coursework through New York University and passing a two day, ten hour exam. David also earned the Accredited Investment Fiduciary® designation by taking coursework though Stetson University and passing an exam. David is passionate about offering investment education to the public and providing holistic financial planning and investment management to qualified clients. He lives in Burtonsville, Maryland with his wife and son.

About Middleton Advisory

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, with the ability to take on clients across the country. David's mission is to help clients implement the best possible investment strategies based on their unique needs. After several years of experience at T. Rowe Price, David founded a completely independent firm, with no obligation to any broker-dealer or investment company. This allows Middleton Advisory to completely avoid investments that carry sales loads or commissions. Instead, a variety of low-cost investment funds are used to implement prudent strategies, following the principles of diversification and asset allocation.

Brian established PSG Clarity as a division within the firm Planning Solutions Group to focus on clients under a given net worth, instead of above it. Brian exclusively works with people who DONT feel wealthy. He is currently accepting new clients In his 16th year in the financial planning field, Brian focuses his practice in the areas of retirement planning, investments, & insurance protection, with a special interest in assisting public sector employees. He is the author of Total Compensation: A Practical Guide to Federal Employee Benefits and The Personal Finance Handbook, a Guide to the Most Common Personal Finance Questions. He is the host of the bi-weekly TV show Your Future Your Finances which airs on channel 16 MMC in Montgomery County MD and on YouTube. He is a CERTIFIED FINANCIAL PLANNER" (CFP®), Chartered Life Underwriter (CLU®), & Certified in Long Term Care (CLTC). He holds his FINRA Series 7, & 66 registrations. Brian graduated from Towson University with a B.S. in Business Administration & a minor in English. He lives with his wife Merin & their daughters Charlotte & Caroline in Odenton, MD.

About PSG Clarity

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 aspects of our clients lives. Over the years, we have been proud to serve as a trusted advisor in the areas of wealth management, estate planning, business succession, retirement, and risk management. Our talented team of experienced professionals considers legal, accounting, and financial perspectives to offer a cross-disciplinary approach to planning. Given the complex needs of our individual, executive, retiree, and business owner clients, we provide the input and advice that you need to make timely and informed decisions. We are committed to providing our clients with the highest level of service and "Exceeding Expectations" to ensure a positive and life-changing planning experience. Securities offered through Triad Advisors, Member FINRA/SIPC. Advisory services offered through Planning Solutions Group, LLC. Planning Solutions Group, LLC is not affiliated with Triad Advisors. PSG Clarity is a division of Planning Solutions Group, LLC.

A founding member of Leading Edge Wealth Advisors, Jim Denora specializes in providing clients with financial planning and wealth management expertise. He assists his clients by helping to educate them and evaluating their financial situation in a comprehensive manner. He focuses on all facets of their financial picture including investments, insurance, taxes, and retirement and estate planning. He utilizes his corporate finance background to treat each family finances as he would a business. Jim is passionate about guiding people toward financial security and helping them make important decisions that will benefit their future. Prior to establishing Leading Edge Wealth Advisors, Jim was a founding partner in Severn Financial Group. He began his financial services career with Northwestern Mutual Financial Network in 2002. He also has held senior-level corporate financial positions at several Washington, DC-area companies and spent over eight year in public accounting. He is a graduate of St. Francis College in Loretto, PA and later earned a Master of Business Administration degree from George Mason University in Fairfax, VA. In addition he is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNERTM professional.

About Leading Edge Wealth Advisors, LLC

We are financial planning and investment money management firm located in Annapolis, MD. We have a unique process called You, Inc. which focuses on You and Your Family treating your finances like you are a business. In addition to this, we focus on managing your money with your goals and objectives in mind. Our Mission is to give you the opportunity to do what you want to do without worrying how much it costs. At Leading Edge Wealth Advisors, LLC we promise to: 1. Provide and communicate a clear understanding of your needs based on your goals and objectives. 2. Hold you accountable to your financial actions (or in-actions) 3. Take the emotions out of the investment process. 4. Be there for your family should something happen to you. 5. Have a disciplined investment process.