Maryland, located on the east coast of the United States, is known for its rich history, and a strong economy. As an individual living in a state with such a strong economy, using the services of a trusted financial advisor that has expertise in its investment landscape would be beneficial.
WiserAdvisor can help you research and compare vetted financial advisors who have experience working with Maryland residents and provide tailored advice on retirement planning, investment strategies, wealth management, financial planning, estate planning, and more.
Financial professionals have extensive knowledge and expertise and can assist you to make informed decisions about your financial future.
They work with you to develop a customized financial plan that meets your needs and review your investments regularly.
With their local knowledge of Maryland's economy and tax regulations advisors can provide valuable insights and advice to optimize your retirement plan and find optimal ways for wealth creation on your behalf.
Maryland
has
12
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
987
non-vetted advisors in your local area. These financial advisors in
Maryland
have an average of
20
years of experience.
NOTE: The list of vetted financial
advisors in
Maryland
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Maryland.
Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
---|---|---|---|---|
Doug Miller J.D.
CFP®, CLU® NORTHWESTERN MUTUAL 6011 University Blvd Suite 370, Ellicott City, MD 21043 |
21 Years | $6,100,000,000 | $50,000,000 | Fee-Based |
Erich Imphong
CFP® PLOTKIN FINANCIAL ADVISORS, LLC 8401 Connecticut Ave, Suite 400, Chevy Chase, MD 20815 |
13 Years | Not Specified | $250,000 | Fee-Based |
Jake Marcoux
CFP®, APMA®, CLU®, ChFC® LEGACY CAPITAL 300 Red Brook Blvd, Suite 320, Owings Mills, MD 21131 |
18 Years | $350,000,000 | $100,000 | Fee-Based |
Nilos T. Sakellariou
CFM NTS BEARING-TOTAL WEALTH MANAGEMENT. 61 Cornhill Street, Annapolis, MD 21401 |
29 Years | $200,000,000 | $500,000 | Fee-Only |
20 Years | $13,000,000 | $100,000 | Fee-Only | |
David Middleton
CFP®, AIF® MIDDLETON ADVISORY 3 Bethesda Metro Center, Suite 700, Bethesda, MD 20814 |
14 Years | $16,000,000 | $500,000 | Fee-Only |
21 Years | Not Specified | $25,000 | Fee-Based | |
Geoffrey Burroughs
CFP®, Financial Planning Specialist, CDFA® HARBOR INVESTMENT ADVISORY 2330 W. Joppa Rd, Lutherville, MD 21093 |
12 Years | Not Specified | $250,000 | Fee-Based |
Highlander Financial Group
J.D. MAFF, CDFA® HIGHLANDER FINANCIAL GROUP 3 Church Lane, Baltimore, MD 21208 |
35 Years | Not Specified | $100,000 | Fee-Based |
Secure Financial Services
SECURE FINANCIAL SERVICES, INC. 1643 Liberty Road, Suite 101, Sykesville, MD 21784 |
Not Disclosed | $40,000,000 | $0 | Fee-Only |
Not Disclosed | $10,000,000,000 | Not Specified | Fee-Based | |
Scarborough Capital Management
SCARBOROUGH CAPITAL MANAGEMENT 1906 Towne Centre Blvd, Annapolis, MD 21401 |
Not Disclosed | $1,300,000,000 | Not Specified | Not Specified |
Qualifications
CRD# 4130719
Firm CRD# 2881
Series 6, 7, 63, 65, 66
Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
6011 University Blvd Suite 370,
Ellicott City,
MD
21043
Phone Number
443-956-1216
Doug Miller has worked in the financial services industry since January 3rd of 2000. From 1993-1999 he practiced Estate Planning and Business law. While in law school he worked at the SEC in the enforcement division. He is married and has 3 daughters. Two are currently at the University of Maryland and one is a graduate from Maryland and heading to PA school. He enjoys spending time with his family and participating in Ironman competitions.
In our view, there is only one financial risk: not having the money to do the things you want to do. Our job is to make sure that you can. We build lasting relationships with our clients by gaining a true understanding of what is important to them. Our comprehensive planning and disciplined approach provides integrated solutions to make sure that our clients can successfully achieve their visions.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 5083311
Firm CRD# 127635
Series 7, 66
Compensation/Fee Fee-Based, Commissions, Based on Assets
Office Location
8401 Connecticut Ave,
Suite 400,
Chevy Chase,
MD
20815
Phone Number
301-907-9790
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 portfolio's 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 client's needs. Truly passionate about this approach, Erich also conducts retirement income planning seminars on how to accumulate and align assets with one's 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.
As a CERTIFIED FINANCIAL PLANNER™ 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.
Advisory Services Provided:
Portfolio Management, Retirement Planning, Money Management, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 4673912
Firm CRD# n/a
Series 7, 26, 66
Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets
Office Location
300 Red Brook Blvd,
Suite 320,
Owings Mills,
MD
21131
Phone Number
240-643-2337
I grew up in Rockville, MD, where I was raised by my Canadian grandparents. My grandfather passed away at a young age where unfortunately I learned firsthand the importance of proper planning and risk management. This led me to pursue degrees in Finance & Accounting, while playing both D3 Football and Basketball. Today, I love spending time with my wife Alysia, and our 3 kids, Genevieve (11), Vivian (9) and Beau (6). When we're not traveling, trying new things, or most often shuttling between the kids sports and activities. . I try to keep up on our Washington and Baltimore sports teams and occasionally breaking 100 while golfing!
At Legacy Capital, we take the time to understand what's truly important to you and we deliver personalized strategies that are consistent with your dreams and values. t's really never too early to begin thinking about leaving a legacy and our experienced team is committed to helping you achieve financial freedom through our highly customized and comprehensive planning approach. We can help you prepare for whatever life brings- both the expected and the unexpected- with personalized advice that is as unique as you are. Working together, we can help you feel more confident, connected and in control of your financial future and we will strive to deliver a thoughtful and distinctive client experience to earn your trust for the long-term.
Qualifications
CRD# 2108146
Firm CRD# 124504
Series 7, 10, 31, 63, 65, 66
Compensation/Fee Fee-Only
Office Location
61 Cornhill Street,
Annapolis,
MD
21401
Phone Number
410-263-1313
please email me for a current biography. Or visit my firm's website for additional information www.NTSBEARING.com
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.
Advisory Services Provided:
Portfolio Management, Risk Management
Qualifications
CRD# 5639897
Firm CRD# 167517
Series 65
Compensation/Fee Fee-Only, Based on Assets
Office Location
5901 Melvern Dr,
Bethesda,
MD
20817
Phone Number
808-469-6265
Young Park is a Vice President, Senior Advisor with King Tide Advisors currently residing in the Washington D.C Metro Area. Young believes in delivering the right wealth management solutions to help clients realize their personal objectives and aspirations. Young holds a Bachelor's degree in Business Marketing and Management from Ursinus College, as well the CPCU designation and will have be completing his CFP designation in 2024. He is bilingual in Korean and the former treasurer of the 101st Airborne Division (Air Assault) HHB Family Readiness Group. He is a former Military Spouse, where his wife (Michelle) served in the US Army as a Physician - Psychiatrist. They have two children, Aidan and Abby. In his spare time, Young enjoys going on long runs, skiing and spending time with his family.
We work with clients that value a financial advisor that helps them reach their financial goals. Your situation is unique, how you respond to challenges and situations can be unique, but our priority to stay focused on your goals never changes. We help you talk about, define, and revisit your goals, and we work to adjust the plan to stay aligned with your goals. We focus on: financial planning, investment management, tax efficient strategies, retirement strategies, small business retirement plans, education planning, estate planning.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 5398638
Firm CRD# 155334
Series 65
Compensation/Fee Fee-Only
Office Location
3 Bethesda Metro Center,
Suite 700,
Bethesda,
MD
20814
Phone Number
202-503-4015
David has fourteen 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 two kids.
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.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Qualifications
CRD# 4486327
Firm CRD# 10111
Series 6, 26, 63, 65
Compensation/Fee Fee-Based, Commissions, Based on Assets
Office Location
5283 Corporate Drive,
Suite 204,
Frederick,
MD
21703
Phone Number
240-575-5900
With over two decades of experience in the financial services industry, I continue to see how underserved so many people are with their financial advisor, or lack thereof. I believe that true success is measured by how many others you help become successful and my fulfillment comes from helping people create the financial lives they envision for themselves and their families. When I was 2 years old, my parents began building their financial services business. Growing up and seeing first-hand the thousands of clients that have been able to achieve their financial goals and have peace of mind is what attracted me to this career. I achieved my first professional license in 2001 at the age of 18 to continue our family's legacy of making a positive difference in the lives of others. I'm fortunate to have had the unique experience of working with many different generations of clients and their families. This gives me the foresight to know how someone's financial needs will change over time and to confidently navigate them through all stages of their financial journey; to plan not just for the immediate future, but for a lifetime. I have an amazing daughter, Grace, who is my biggest motivation to be the best example of integrity, commitment, and service to others that I can be. My commitment is to provide our clients with greater peace of mind, knowing they have a plan and an accountability partner who will come alongside them to help make good decisions and guide them towards success throughout their entire financial journey.
Primerica has been committed to helping families save and invest for their futures since 1977. Through PFS Investments Inc., Primerica's broker-dealer, we show people how they can achieve a better financial future by helping them learn our HOW MONEY WORKS™ concepts. With approximately 2.5 million client accounts, we offer the best solutions aimed to help families achieve their financial goals. With Primerica, no client is too big or too small.
Advisory Services Provided:
Money Management, Financial Advice & Consulting
Qualifications
CRD# 5379858
Firm CRD# 151085
Series 7, 31, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
2330 W. Joppa Rd,
Lutherville,
MD
21093
Phone Number
410-659-8905
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.
Qualifications
CRD# 4460975
Firm CRD# 6413
Series 6, 7, 63, 65
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
3 Church Lane,
Baltimore,
MD
21208
Phone Number
410-415-5505
Our mission is to help our clients work toward financial independence through planning. We want to spend time with our clients to determine their goals and objectives, time horizon, risk tolerance and help them make suitable financial decisions for their future. Our mission is to build a long-term relationship with you as your trusted advisor. We aim to accomplish this through education, training, integrity, and outstanding client service. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Qualifications
Firm CRD# 6413
Series 6, 7, 66
Compensation/Fee Fee-Only, Commissions, Flat Fee, Based on Assets
Office Location
1643 Liberty Road,
Suite 101,
Sykesville,
MD
21784
Phone Number
410-356-2046
Secure Financial Services is an organization serving businesses and individuals for the past 23 years who are striving to enhance their current financial situations, and have a need to prepare for the continuation of capital. Our goal is to assist our clients in determining the most effective way to pursue their financial objectives for accumulating, protecting and distributing assets. We accomplish this by recommending financial strategies only after an analysis of each client's situation. Professional experience, client service and integrity are SFS priorities. We are committed to a process of ongoing education to maintain the high standards we believe are fundamental to serving the best interest of our clients as we work to help them pursue their financial goals. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC
Qualifications
Firm CRD# 111167
Compensation/Fee Fee-Based
Office Location
2231 Old Emmorton Road,
Bel Air,
MD
21015
Phone Number
888-242-6766
Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.
Advisory Services Provided:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts
Qualifications
Firm CRD# 169517
Office Location
1906 Towne Centre Blvd,
Annapolis,
MD
21401
Phone Number
410-573-5700
Scarborough Capital Management was founded on the belief that everyone deserves access to high quality financial advice.
In the late 1980’s, many financial firms were focused on serving the wealthy. Scarborough set out to provide something different. We wanted to offer a service that was practical for everyone, not just a small percentage of the population. So we introduced 401(k), 403(b) and Thrift Savings Plan management services to American workers in the heartland.
Soon after, we broadened our scope to offer comprehensive financial planning, so we could help clients simplify their entire financial lives.
Our evolution didn’t stop there. Several years later, we saw that our clients were busy and often didn’t have time to drive to our offices for meetings. So we were one of the first firms to offer “virtual” advisory services. This allowed us to begin serving people from coast to coast.
Fast forward to the present day…while we’ve expanded, we’ve remained a close-knit team of professional advisors with a lot of shared history. Everyone on our team shares a passion for providing practical advice so you have the best chance of reaching your goals.
Most importantly, we have adhered to our founding beliefs:
Thirty years later, we now oversee more than $1 billion in assets. We’re incredibly honored to serve as a trusted partner for so many individuals and families.
Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
---|---|---|---|---|
637 | 19464 | $120,621,194,750 | A percentage of AUM, Fixed fees, Performance Based
|
|
77 | 82 | $32,464,614,170 | A percentage of AUM, Performance Based
|
|
38 | 127 | $17,575,999,316 | A percentage of AUM, Performance Based
|
|
22 | 95 | $8,619,413,487 | A percentage of AUM, Hourly charges, Fixed fees, Other (ONE-TIME PROJECTS, WITH NEGOTIATED FEE)
|
|
30 | 23 | $4,429,986,176 | A percentage of AUM, Performance Based
|
|
12 | 284 | $1,067,593,428 | A percentage of AUM, Fixed fees, Performance Based
|
|
6 | 4 | $766,563,796 | A percentage of AUM
|
|
8 | 1090 | $490,977,691 | A percentage of AUM, Fixed fees
|
|
9 | 676 | $458,819,134 | A percentage of AUM
|
|
5 | 176 | $327,209,390 | A percentage of AUM, Performance Based
|
|
8 | 614 | $265,941,983 | A percentage of AUM
|
|
7 | 879 | $207,136,999 | A percentage of AUM, Hourly charges
|
|
9 | 799 | $169,076,834 | A percentage of AUM, Hourly charges
|
|
1 | 854 | $156,889,550 | A percentage of AUM, Hourly charges, Fixed fees
|
|
3 | 594 | $151,689,231 | A percentage of AUM, Hourly charges
|
* Additional advisors listing is provided in partnership with Yext
Financial Advisor | Office Location | Phone Number |
---|---|---|
300 Red Brook Blvd, Ste 320, Owings Mills, MD 21117 | 301-876-4925 | |
650 South Exeter St., Suite 1100, Baltimore, MD 21202 | 410-736-5386 | |
650 South Exeter St., Suite 1100, Baltimore, MD 21202 | 410-736-5445 | |
30 W Patrick Street, 7th Fl, Frederick, MD 21701 | 301-696-8248 | |
2330 W Joppa Road, Ste 255, Lutherville, MD 21093 | 410-602-6447 | |
6010 Executive Blvd, Ste 1000, Rockville, MD 20852 | 301-284-8800 | |
12505 Park Potomac Ave, Ste 200, Potomac, MD 20854 | 301-279-6465 | |
877 Baltimore Annapolis Blvd, Ste 315, Severna Park, MD 21146 | 410-729-9083 | |
650 South Exeter St., Suite 1100, Baltimore, MD 21202 | 410-736-5343 | |
300 Red Brook Blvd, Ste 320, Owings Mills, MD 21117 | 301-876-4924 |
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?