wiseradvisor

Find Best Financial Advisors in Maryland

Advisor Match

A densely populated state like Maryland has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Maryland and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.

Qualifications of Top Financial Advisors & Certified Financial Planners in Maryland

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

List of Qualified Financial Advisors in Maryland
Financial Advisor Office Location Phone Number
Denika Tokunaga, MBA
CRPC®, CFP®
Maven Wealth Management
P.O. Box 266,
Fulton, MD 20759
443-986-9911
Erich Imphong
CFP®
Plotkin Financial Advisors, LLC
8401 Connecticut Ave,
Chevy Chase, MD 20815
301-907-9790
Jake Marcoux
CFP®, CLU®, ChFC®
Legacy Capital
300 Red Brook Blvd,
Owings Mills, MD 21131
240-643-2337
Nick Ibello
CERTIFIED FINANCIAL PLANNER
Williams Asset Management
8850 Columbia 100 Parkway,
Columbia, MD 21045
410-740-0220
Zach Payne and Richard Clonch
JD, ChFEBC, CRPS®, CFP®, CRPC®
Planvest Financial, Inc.
555 Quince Orchard Rd,
Gaithersburg, MD 20878
301-977-7123
Nilos T. Sakellariou
CFM
NTS Bearing-Total Wealth Management.
61 Cornhill Street,
Annapolis, MD 21401
410-263-1313
David Middleton
AIF®, CFP®, CERTIFIED FINANCIAL PLANNER
Middleton Advisory
3 Bethesda Metro Center,
Bethesda, MD 20814
202-503-4015
Jonathan Saxon
CFS
Edelman Financial Engines, LLC
901 Dulaney Valley Road,,
Towson, MD 21204
410-823-0592
Kevin Colleran
CFP®
Edelman Financial Engines, LLC
6550 Rock Spring Drive,
Bethesda, MD 20817
301-547-3169
Seth Gusman
AAMS®
Edelman Financial Engines, LLC
900 Bestgate Road, Suite 407,
Annapolis, MD 21401
410-505-8466
Surendra Dave
CFP®, CFS
Edelman Financial Engines, LLC
1 Research Court Suite 450,
Rockville, MD 20850
301-547-3166
Tom Magyar
CRPC®, RFC®
Edelman Financial Engines, LLC
12510 Prosperity Drive,
Silver Spring, MD 20904
301-563-9015
Casey Craig
AIF®
Highlander Financial Group
7 Park Ave.,
Gaithersburg, MD 20877
301-519-8016
Geoffrey Burroughs
CDFA, Financial Planning Specialist, CERTIFIED FINANCIAL PLANNER™ Certificant
Harbor Investment Advisory
2330 W. Joppa Rd,
Lutherville, MD 21093
410-659-8905

Information on Qualified Financial Advisors in Maryland

Qualifications CRD# 5434095
FirmCRD# 5434095
Series 7, 66

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly


Office Location P.O. Box 266,
Fulton,
MD
20759
Phone Number 443-986-9911

As one who desires to see people and organizations thrive financially, Denika began a career in wealth management. She has a passion for helping people secure their financial future and employs various investment as well as retirement readiness and preparedness strategies to do so. Denika specializes in assisting affluent/ high net-worth individuals, corporations and non-profit organizations by introducing them to the wealth management experience. As an investment management maven with the mission of becoming the trusted partner to all clients, she employs a disciplined process that focuses on the needs of the client. Her mission is to be the trusted partner who provides clients with the confidence that she will execute a plan to address their needs and the comfort that they have a trusted ally who vigilantly puts their needs first. Denika believes that clients should thoroughly understand the strategy being executed to address their goals and as such she educates clients along the way. This belief also supports one of our biggest passions, which is educating and empowering investors through public speaking, which she does frequently upon request for corporations, financial regulatory organizations, non-profit organizations, etc. Denika believes that "one must study to show thyself approved" as such she acquired a career of broad knowledge, training, experience and expertise from a career of many years at a major Wall Street investment company. She holds the CERTIFIED FINANCIAL PLANNER" designation awarded by the Certified Financial Planner Board of Standards, Inc. as well as the Chartered Retirement Planning CounselorSM designations. She received a Bachelor of Science degree in Management Science in which she graduated magna cum laude. She also earned a Masters of Business Administration with a concentration in Finance. Denika is an inducted member of the Sigma Beta Delta International Honor Society and a graduate of the Greater Baltimore Committee Leadership class of 2010. Active in her community, Denika participates in various civic and non-profit community endeavors. She is a past member of the board of directors for several non-profit organizations to include the Bon Secours Health System Foundation, the Elijah Cummings Youth Program, the Finance Advisory Board at The University of Baltimore Merrick School of Business and Boys Hope Girls Hope of Baltimore. Denika is very passionate about life and strives everyday to achieve her goal of living the best and most fulfilled life attainable.

About Maven Wealth Management

Maven Wealth Management is an independent wealth management and financial services firm. Being an independent firm empowers us to objectively put the needs of our clients first while being the investment management maven you deserve. In an environment where trust and integrity are vital, it is imperative to have a trusted partner with an objective approach to investment management. As investment management professionals our firm is committed to working with people just like you. We desire to work with you as you work towards all of your financial goals. Once we establish a relationship and determine your needs we diligently aim to address your goals. Knowledge is Power and as such we employ a multifaceted approach with the goal of serving many purposes to include providing financial education and empowerment. We believe that when one is educated they are informed and when they are informed they are empowered. Empowerment is the foundation for making intelligent, thoroughly considered decisions. The current economy brings challenges, however having a qualified and trusted advisor can turn those challenges into potential opportunities. We work closely with clients to guide them along the way and position them to take advantage of the potential opportunity and benefit from the challenge. We take pride in helping clients find the "calm" in what can sometimes feel like "calamity". Allow us to work for you. We welcome the opportunity to partner with you.

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
FirmCRD# 127635
Series 7, 66

Compensation/Fee Fee-Based, Based on Assets, Commissions


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 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.

Advisory Services Provided

Portfolio Management, Retirement Planning, Money Management, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts, Insurance Planning


Qualifications CRD# 4673912
FirmCRD# n/a
Series 7, 26, 66

Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly


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 first hand 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 (8), Vivian (7) and Beau (3). 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!

About Legacy Capital

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. It'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# 2470323
FirmCRD# 2470323
Series 66

Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly


Office Location 8850 Columbia 100 Parkway,
Suite 204,
Columbia,
MD
21045
Phone Number 410-740-0220

Born and raised in Baltimore, Nick graduated cum laude with a BA in economics and a concentration in finance from St. Mary's College of Maryland. After cutting his teeth at T. Rowe Price, Nick began looking for a firm that more closely matched his philosophy, investment process, and passion for helping people reach their financial goals joining Williams Asset Management as a full-time wealth manager. Nick has earned prestigious designations, including CERTIFIED FINANCIAL PLANNER" and Accredited Investment Fiduciary® credentials. Nick is married to his beautiful wife, Jami, and after living in Baltimore City for almost 10 years, and first-hand witnessing the polarizing income levels and economic conditions, Nick decided to volunteer through the CASH Campaign of Maryland's Pro-Bono Financial Planning Program. A program that has been specifically designed to provide free access to quality financial planning guidance and coaching for low-to-moderate-income individuals and families in Baltimore and across Maryland.

About Williams Asset Management

Wealth management is about much more than crafting investment portfolios. It's about translating your financial goals into a comprehensive plan with specific strategies and actions that carefully balance your short-term needs with your long-term aspirations. It's about planning for the unexpected and putting protections in place to ensure the well-being of your loved ones. And it?s about preparing the next generation for the challenges of wealth. In the words of Henry David Thoreau,"Wealth is the ability to fully experience life."

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# 6516858
FirmCRD# 290306

Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly


Office Location 555 Quince Orchard Rd,
Suite 280,
Gaithersburg,
MD
20878
Phone Number 301-977-7123

We are CERTIFIED FINANCIAL PLANNER® professionals who work closely with clients on their retirement planning and asset management needs. We most enjoy helping clients envision how their savings and benefits work together to create their own personal roadmap to a rewarding retirement. Richard and his wife, Jenine, reside on a small farm in Laytonsville, MD, just outside of our nation's capital, and have three children. He enjoys fishing in the pond on their farm; playing golf; and following the WVU Mountaineers. Richard has served on numerous boards during his career, including: charitable, church, and industry groups. Zach resides in Summit Point, WV and in his spare time enjoys gardening, gaming, renovating his new home, and is an avid car enthusiast.

About Planvest Financial, Inc.

PlanVest Financial is an independent Registered Investment Advisory (RIA) firm, working under the fiduciary standard; meaning we always put our client's best interest before our own. For safe-keeping, we work with Charles Schwab & Co., Inc. to custody client assets. Our team of knowledgeable financial professionals are committed to providing you with informed wealth advice and exceptional service, to help you and your family find Financial Freedom. We welcome you to learn more about our team's wide-range of experiences and professional designations. Experience, knowledge and following the Fiduciary Standard distinguishes the financial advisors at PlanVest Financial.

Advisory Services Provided

Portfolio Management, Retirement Planning, 401K Rollovers, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 2108146
FirmCRD# 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

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.

Advisory Services Provided

Portfolio Management, Risk Management


Qualifications CRD# 5398638
FirmCRD# 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.

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.

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# 4789005
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 901 Dulaney Valley Road,,
Suite 901,
Towson,
MD
21204
Phone Number 410-823-0592

I've been a financial planner since 2004. I enjoy using my experience to assist my clients in making smart decisions that can help them achieve their financial goals, no matter how large or small. One of my favorite things to do outside of work is spend time and travel with my family. I'm also an avid reader of fiction and non-fiction.

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.


Qualifications CRD# 3195675
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 6550 Rock Spring Drive,
Suite 510,
Bethesda,
MD
20817
Phone Number 301-547-3169

Being a financial planner for over 20 years has given me the opportunity to help many people plan and reach their financial goals. Everybody has a dream for their future and I feel privileged to help my clients fulfill theirs. In my spare time, I enjoy hanging out with my kids, playing a little golf and following University of Maryland athletics.

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.


Qualifications CRD# 2977429
FirmCRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 900 Bestgate Road, Suite 407,
Suite 250,
Annapolis,
MD
21401
Phone Number 410-505-8466

I'm a veteran of the United States Coast Guard. Since completing my military service, I have spent my career focused on helping as many people as possible to plan their financial lives and retire with dignity.

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.


Qualifications CRD# 2264155
FirmCRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 1 Research Court Suite 450,
Rockville,
MD
20850
Phone Number 301-547-3166

I'm passionate about working with families and developing strategies that can help them accomplish their financial and retirement goals. In my spare time, I enjoy spending time with my family and staying active by working out, playing tennis and walking.

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.


Qualifications CRD# 1776325
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 12510 Prosperity Drive,
Suite 350,
Silver Spring,
MD
20904
Phone Number 301-563-9015

I'm passionate about working with my clients and their families to help them achieve their financial and personal goals. In my free time, I enjoy spending time with my family and friends and pursuing outdoor activities including cycling, hiking, and skiing.

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.


Qualifications CRD# 4460975
FirmCRD# 6413
Series 6, 7, 24, 26, 63, 65

Compensation/Fee Fee-Based, Based on Assets, Commissions


Office Location 7 Park Ave.,
Gaithersburg,
MD
20877
Phone Number 301-519-8016

About Highlander Financial Group

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 CRD# 5379858
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

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.


* Additional advisor listing is provided in partnership with Yext

Talk to an advisor
  • Find pre-screened advisors
  • Review matched profiles
  • Receive free initial consultation

Are You A Financial Advisor
in Maryland?

Grow your AUM with pre-qualified leads!

join-wiseradvisor-

Customer Reviews

Frequently Asked Questions

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?