Congratulations!

WiserAdvisor has qualified Financial Advisors serving the Annapolis, Maryland area.


Our Recommendations:

  • Talk to at least 2 to 3 Financial Advisors.
  • Hire an advisor who meets your screening criteria.

Special Offer!

FREE 1-on-1 initial consultation with qualified Financial Advisors

  • Complete the form to the right and click "Find My Advisor".
  • We will match up to 3 Financial Advisors who can best help with your specific needs.
  • This match is from an impressive list of credentialed and pre-screened Financial Advisors.

seven reasons why this is simply a better way to find a Financial Advisor.

Talk To a Human :: 1-888-762-7630


Financial Advisors in Annapolis, Maryland

Leading Edge Wealth Advisors, LLC
2007 Tidewater Colony Drive, Suite 2B,
Annapolis, MD   21401
Call : (443) 433-4290

We are financial planning and investment money management firm located in Annapolis, MD. We have a unique process called You, Inc. which focuses on You and Your Family treating your finances like you are a business. In addition to this, we focus on managing your money with your goals and objectives in mind. Our Mission is to give you the opportunity to do what you want to do without worrying how much it costs. At Leading Edge Wealth Advisors, LLC we promise to: 1. Provide and communicate a... read more>>

Nilos T. Sakellariou, CFM, Financial Advisor from Annapolis, Maryland
(1364 views)
Inquire with
Nilos
NTS Bearing-Total Wealth Management.
61 CORNHILL STREET,
Annapolis, MD   21401
Call : (410) 263-1313

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... read more>>

Premier Planning Group
115 West St.,
Annapolis, MD   21401
Call : (443) 837-2541

Welcome to Premier Planning GroupIn this constantly shifting economy, customers and institutional investors are increasingly in need of custom-tailored financial plans to help them meet their specific goals and requirements. Our firm is committed to developing solutions that are on target with your needs by mitigating risk and implementing strategies to reduce your personal financial exposure, and to implement them competently, responsibly and with confidence. It is our policy to provide... read more>>

Financial Advisors Licensed to practice in Annapolis, Maryland

Facet Wealth
509 S. Exeter Street,
Baltimore, MD   21202

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

PSG Clarity
8161 Maple Lawn Blvd,
Fulton, MD   20759
Call : (301) 543-6035

Planning Solutions Group is a holistic, fee-based financial planning firm. Our innovative solutions are the result of a collaborative approach; we coordinate with our clients’ existing advisors and review their financial outlook to design a comprehensive plan to fit their needs. Our approach is unique because we make recommendations based on all aspects of our clients’ lives. Over the years, we have been proud to serve as a trusted advisor in the areas of wealth management, estate planning,... read more>>

LPL Financial
11755 Bragdon Wood,
Clarksville, MD   21029
Call : (410) 528-8688

Michael Balakirsky MBA is the LPL Branch manager, independent Wealth Manager and financial Planner in Columbia, Maryland . Our job is to take anxiety out of your life thru holistic financial planning , wealth management, independent financial advice. Michael Balakirsky's extensive experience in the US financial industry, as well as major emerging markets is vital to uncover opportunities in the increasingly global economy. We will give you the world of strategies and help you achieve your... read more>>

Middleton Advisory
3 Bethesda Metro Center,
Bethesda, MD   20814
Call : (202) 503-4015

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... read more>>

Ken Grier, Financial Advisor from Annapolis, Maryland
(305 views)
Inquire with
Ken
Financial Engines Advisors, LLC
2331 Mill Road,
Alexandria, VA   22314
Call : (800) 822-1461

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the... read more>>

Prudential Advisors
303 International Dr,
Hunt Valley, MD   21030
Call : (443) 921-1210

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

Brad Garner, Financial Advisor from Annapolis, Maryland
(376 views)
Inquire with
Brad
Financial Engines Advisors, LLC
1 Research Court Suite 450,
Rockville, MD   20850
Call : (301) 963-1000

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the... read more>>

Edelman Financial Services, LLC
1750 Tysons Blvd.,
Tysons Corner, VA   22102
Call : (888) 752-6742

Founded by Ric and Jean Edelman in 1987, Edelman Financial Services is one of the nation's largest independent financial planning firms with 164 financial planners and 43 offices coast-to-coast, provides financial planning and investment management services to more than 36,000 individuals and families, and manages more than $21 billion in assets. The firm also provides 401(k) plans and institutional investment management for businesses. Edelman Financial Services has won more than 100... read more>>

Gian Deguzman, Financial Advisor from Annapolis, Maryland
(500 views)
Inquire with
Gian
Financial Engines Advisors, LLC
8100 Boone Boulevard Suite 640,
Vienna, VA   22182
Call : (703) 288-6988

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the... read more>>

Gian Deguzman, Financial Advisor from Annapolis, Maryland
(367 views)
Inquire with
Gian
Financial Engines Advisors, LLC
1900 Campus Commons Drive,
Reston, VA   20191
Call : (800) 822-1461

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the... read more>>

List of Additional Financial Advisors in or around Annapolis, Maryland
Ferris Baker Watts Annapolis, MD
Merrill Lynch Annapolis, MD
Integrated Financial Partners Severna Park, MD

Please provide the information we need to match you with 2 to 3 pre-screened financial advisors in Annapolis, Maryland based on your specific needs and receive FREE INITIAL CONSULTATION.

What advisory services do you need?

What is the size of your investment portfolio?

Your Zipcode

First Name:

Last Name:

Email

Phone No:

Additional information (optional)

Privacy Policy | Terms & Conditions

Featured Financial Articles

Social Security Retirement Income Planning - The Critical Path You Can't Afford To Miss

Like a critical life-saving operation where every move must be perfect and every minute counts, crafting and maintaining a retirement plan entails some of the most important decisions you will ever... more

Facing and Managing Investment Danger

The dangers facing today's investor have never been more deeply felt. The bloody lessons of the Great Crash of 2008 left no investor untouched, but some weathered the storm far better than others,... more

Are Your Retirement Growth Assumptions Reasonable

Making the right assumptions about future rates of return is critical. Investment returns assumptions can be an Achilles' heel in retirement analysis, and standardization is yet to emerge, even in... more

Are You A Financial Advisor in Maryland?

join-wiseradvisor-
wiseradvisor-right-sign

Must Have

  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
  • Must be Fee Based or Fee Only