There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Annapolis
has
16
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
60
non-vetted advisors in your local area. These financial advisors in
Annapolis, Maryland
have an average of
19
years of experience.
NOTE: The list of financial
advisors in
Annapolis, Maryland
mentioned below do 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
Annapolis, Maryland.
Qualified Financial Advisors in Annapolis, Maryland | ||||
---|---|---|---|---|
Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
William Ryon
AIF® RYON WEALTH STRATEGIES 1997 Annapolis Exchange Parkway, Suite 300, Annapolis, MD 21401 |
28 | Not Specified | Not Specified | Fee-Based |
Nilos T. Sakellariou
CFM NTS BEARING-TOTAL WEALTH MANAGEMENT. 61 Cornhill Street, Annapolis, MD 21401 |
29 | 200,000,000 | Not Specified | Fee-Only |
Seth Gusman
Accredited Asset Management Specialist (AAMS®) EDELMAN FINANCIAL ENGINES, LLC 900 Bestgate Road, Suite 407, Suite 250, Annapolis, MD 21401 |
23 | Not Specified | 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 |
Doug Miller J.D.
CFP®, CLU® NORTHWESTERN MUTUAL 6011 University Blvd Suite 370, Ellicott City, MD 21043 |
21 | $61,000,000.00 | $500,000.00 | Fee-Based |
Tom Magyar
RFC®, CRPC® EDELMAN FINANCIAL ENGINES, LLC 12510 Prosperity Drive, Suite 350, Silver Spring, MD 20904 |
33 | Not Specified | Not Specified | Fee-Based |
Jonathan Saxon
RFC® EDELMAN FINANCIAL ENGINES, LLC 901 Dulaney Valley Road,, Suite 901, Towson, MD 21204 |
16 | Not Specified | Not Specified | Fee-Based |
David Middleton
CFP®, AIF® MIDDLETON ADVISORY 3 Bethesda Metro Center, Suite 700, Bethesda, MD 20814 |
14 | ~$16,000,000 | $500,000 | Fee-Only |
Sean Connolly
CFP®, CIMA® EDELMAN FINANCIAL ENGINES, LLC 1800 Diagonal Road, Suite 480, Alexandria, VA 22314 |
9 | Not Specified | Not Specified | Fee-Based |
Geoffrey Burroughs
Certified Divorce Financial Analyst(CDFA), CFP®, Financial Planning Specialist HARBOR INVESTMENT ADVISORY 2330 W. Joppa Rd, Lutherville, MD 21093 |
12 | Not Specified | 250000 | Fee-Based |
Kevin Colleran
CFP® EDELMAN FINANCIAL ENGINES, LLC 6550 Rock Spring Drive, Suite 510, Bethesda, MD 20817 |
19 | Not Specified | Not Specified | Fee-Based |
Bryan Beatty
CFP®, Accredited Investment Fiduciary® (AIF) EGAN, BERGER AND WEINER, LLC 1919 Gallows Rd, Suite 980, Vienna, VA 22043 |
23 | Not Specified | $250K and up | Fee-Based |
Gian Deguzman
ChFC®, CRPC® EDELMAN FINANCIAL ENGINES, LLC 1750 Tysons Blvd., Suite 910, Tysons Corner, VA 22102 |
12 | Not Specified | Not Specified | Fee-Based |
Jessie Doll
CFP® REFRAME WEALTH 3251 Old Lee Highway Suite 502, Fairfax, VA 22030 |
13 | Not Specified | $1,000,000 | Fee-Only |
Christy Martinich
CFP® EDELMAN FINANCIAL ENGINES, LLC 4000 Legato Road, 9th Floor, Fairfax, VA 22033 |
16 | Not Specified | Not Specified | Fee-Based |
Brian McGuire
CFP® EDELMAN FINANCIAL ENGINES, LLC 19775 Belmont Executive Plaza, Suite 530, Ashburn, VA 20147 |
18 | Not Specified | Not Specified | Fee-Based |
Qualifications
CRD# 2317504
Firm CRD# 6413
Series 7, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
1997 Annapolis Exchange Parkway,
Suite 300,
Annapolis,
MD
21401
Phone Number
877-646-1186
William Ryon, AIF® is a recognized Financial Educator, Author, Speaker and Wealth Strategist, whom you may have seen in Yahoo News, Morningstar, Wall Street Journal's Market Watch, and others. Ryon is the Co-Author of the book, Retire Like A Shark, with Kevin Harrington, original "Shark" on ABC TV's Shark Tank.
Why We Exist As a successful family or entrepreneur, we believe you are in a unique position to make an expressive impact with your money. You can significantly change your life, your children and grand children's lives, and the lives of the people who benefit from your charitable pursuits. You became an entrepreneur because your vision and passion gave you the leverage to make a lasting impact on your world. The need for clarity amongst successful families is enormous and affects every aspect of life. The complexities in your life require strategies that are comprehensive yet simple and transparent. This process creates efficiencies by coordinating the component parts in an effort to ensure they are working in concert with each other.
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# 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# 2977429
Firm CRD# 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.
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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.
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.
Qualifications
CRD# 4130719
Firm CRD# 2881
Series 6, 7, 63, 65, 66
Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee
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# 1776325
Firm CRD# 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.
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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.
Qualifications
CRD# 4789005
Firm CRD# 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.
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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.
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# 5743288
Firm CRD# 104510
Series 66
Compensation/Fee Fee-Based
Office Location
1800 Diagonal Road,
Suite 480,
Alexandria,
VA
22314
Phone Number
703-677-9729
As a financial planner, I take great pride in helping my clients find simple yet meaningful solutions to the complexities of their unique situation. Outside of work, I enjoy spending time with family and staying active outdoors.
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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.
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
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# 3195675
Firm CRD# 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.
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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.
Qualifications
CRD# 2207998
Series 6, 7, 26, 63, 65
Compensation/Fee Fee-Based, Based on Assets
Office Location
1919 Gallows Rd, Suite 980,
Vienna,
VA
22043
Phone Number
703-506-0843
Bryan D. Beatty, CFP®, AIF® Financial Planner / Partner of Egan, Berger & Weiner LLC 23 years of experience in the financial industry as the principal of an independent financial services firm specializing in all aspects of investment and retirement planning. Graduate of University of Maryland with a BS in Finance; former president of the Finance, Banking and Investment Society. CERTIFIED FINANCIAL PLANNER™ Practitioner Active member of the Financial Planning Association, Executive Board Member, Treasurer An avid lifelong musician, Bryan plays guitar and writes music in his spare time and occasionally plays area venues. Originally from Baltimore, Maryland, Bryan has lived in Northern Virginia since 1992. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ which it awards to individuals who successfully complete the CFP® boards initial and ongoing certification requirements.
Associates of Egan, Berger & Weiner, LLC focuses on financial planning and coaching. We guide our clients to their dreams by skillfully navigating them through the myriad of life's financial decisions. We foster an environment for our team where they will achieve competitive greatness in their careers while simultaneously realizing their personal aspirations.
Qualifications
CRD# 5298082
Firm CRD# 104510
Series 65
Compensation/Fee Fee-Based
Office Location
1750 Tysons Blvd.,
Suite 910,
Tysons Corner,
VA
22102
Phone Number
703-718-5103
As a financial planner, I take great pride in helping my clients find simple yet meaningful solutions to the complexities of their unique situation. Outside of work, I enjoy spending time with family and staying active outdoors.
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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.
Qualifications
CRD# 5969842
Firm CRD# 313386
Compensation/Fee Fee-Only, Based on Assets
Office Location
3251 Old Lee Highway Suite 502,
Fairfax,
VA
22030
Phone Number
571-895-2998
Jessie Doll is a founding member and a Certified Financial Planner™ at ReFrame Wealth. She began her work in financial planning in 2008 and believes that financial planning is where math and statistics come to life, and that together they hold the keys to unlocking a life well lived. Jessie is honored and humbled to walk alongside her clients through some of their most significant, scary, and complex life challenges and changes and to make a real, positive impact on individual lives through her work. She wants her clients to feel comfortable with their finances, in control of their future, and clearly focused on the possibilities of what they can do with their money. When Jessie is not working, she can be found on the side of the mountain with her two fearless children (who are better skiers than she is), hiking or biking with their dog, or enjoying a family movie night.
ReFrame Wealth was born as a vision of a safe space where financial planners and clients could work together to solve money puzzles, realign resources and goals, and live a life that honors who they are on the inside. We make a commitment to deliver sound, approachable, and accessible financial advice and to help clients do more good in the world.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management
Qualifications
CRD# 5103818
Firm CRD# 104510
Series 66
Compensation/Fee Fee-Based
Office Location
4000 Legato Road, 9th Floor,
Fairfax,
VA
22033
Phone Number
703-251-0149
I am passionate about building long-term relationships with my clients and helping them achieve their goals. I believe personalized service is essential to building, implementing and maintaining a successful financial plan. I am happily married to my husband John and we have two beautiful daughters. Away from the office, I enjoy live music, cooking, traveling, and most of all just sitting on our front porch with family and friends.
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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.
Qualifications
CRD# 4892337
Firm CRD# 104510
Series 65
Compensation/Fee Fee-Based
Office Location
19775 Belmont Executive Plaza,
Suite 530,
Ashburn,
VA
20147
Phone Number
571-918-9325
I help my clients reach their goals and objectives through financial planning and assist them in managing their money. Brian and his family live in Poolesville, MD.
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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.
Top Financial Advisor Firms in Annapolis, Maryland (Ranked by AUM) |
|||
---|---|---|---|
Firm Name | AUM | No. of Clients | Fee Structure |
Scarborough Capital Management
1906 Towne Centre Blvd , Suite 260, Annapolis, MD 21401 |
$1,085,472,291 | 3586 |
A percentage of AUM Hourly charges Fixed fees |
Bay Point Wealth
582 Bellerive Road , 4d, Annapolis, MD 21409 |
$698,767,326 | 1277 |
A percentage of AUM Hourly charges Fixed fees |
Marks Wealth Management
1 Park Place , Suite 500, Annapolis, MD 21401 |
$350,000,000 | 768 |
A percentage of AUM |
Westbourne Investment Advisors Inc.
410 Severn Avenue , Building C, Suite 216, Annapolis, MD 21403 |
$299,391,424 | 356 |
A percentage of AUM Fixed fees |
Shaker Financial Services
1906 Towne Centre Blvd. , Suite 265, Annapolis, MD 21401 |
$265,941,983 | 614 |
A percentage of AUM |
1 North Wealth Services, Llc
1997 Annapolis Exchange Parkway , Suite 250, Annapolis, MD 21401 |
$264,369,164 | 696 |
A percentage of AUM Hourly charges Fixed fees |
The Ellerson Group Inc
415 Fourth Street , Suite 101, Annapolis, MD 21403 |
$220,647,602 | 100 |
A percentage of AUM Hourly charges |
Accordant Advisory Group, Inc.
309 Third Street , 5th Floor, Annapolis, MD 21403-2509 |
$210,204,029 | 494 |
A percentage of AUM Hourly charges |
Rcs Financial Planning, Llc
130 Admiral Cochrane Drive , Suite 200, Annapolis, MD 21401 |
$184,672,011 | 509 |
A percentage of AUM Hourly charges Fixed fees |
Chesapeake Financial Planning
71 Old Mill Bottom Road North , Suite 201, Annapolis, MD 21409 |
$170,660,597 | 807 |
A percentage of AUM Hourly charges Fixed fees Other (FEE FOR MONITORING THIRD PARTY MANAGERS) |
Valuewealth Services, Llc
2444 Solomons Island Rd Suite 212, Annapolis, MD 21401 |
$155,260,537 | 292 |
A percentage of AUM Hourly charges Fixed fees |
Financial Concepts Unlimited, Inc.
30b West Street, Annapolis, MD 21401 |
$153,179,436 | 670 |
A percentage of AUM Hourly charges |
HF ADVISORY GROUP, LLC
166 DEFENSE HIGHWAY , SUITE 102, ANNAPOLIS, MD 21401 |
$112,809,845 | 535 |
A percentage of AUM Hourly charges Fixed fees |
* Additional advisors listing is provided in partnership with Yext
Financial Advisor | Office Location | Phone Number |
Beau Wilder Inquire with Beau |
410 Severn Ave, Bldg B Ste 211, Annapolis, MD 21403 | 410-295-5877 |
Renee Green Inquire with Renee |
1786 Generals Hwy, Annapolis, MD 21401 | 410-241-4864 |
Christopher McGarvey Inquire with Christopher |
180 Admiral Cochrane Dr, Ste 550, Annapolis, MD 21401 | 443-837-1077 |
Trident Wealth Inquire with Trident |
711 Bestgate Rd, Ste 201, Annapolis, MD 21401 | 410-224-7581 |
J.W. Thomas II Inquire with J.W. |
180 Admiral Cochrane Dr, Ste 550, Annapolis, MD 21401 | 443-837-1071 |
Morgan Stanley Financial Advisors Inquire with Morgan |
410 Severn Ave, Bldg B Ste 211, Annapolis, MD 21403 | 410-268-5700 |
Donald Collett Inquire with Donald |
180 Admiral Cochrane Dr, Ste 550, Annapolis, MD 21401 | 443-837-1062 |
Robert E Saunders Inquire with Robert |
180 Admiral Cochrane Dr, Ste 550, Annapolis, MD 21401 | 443-837-1064 |
Lee Bollhorst Inquire with Lee |
222 Severn Ave, Ste 20, Annapolis, MD 21403 | 410-975-0291 |
Samantha Long Inquire with Samantha |
180 Admiral Cochrane Dr, Ste 550, Annapolis, MD 21401 | 443-837-1075 |
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?