WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Annapolis, Maryland. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
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.
| Qualified Financial Advisors in Annapolis, Maryland | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Nilos T. Sakellariou, CFM NTS Bearing-Total Wealth Management. |
61 Cornhill Street, Annapolis, MD 21401 |
(410) 263-1313 |
| Seth Gusman Edelman Financial Engines, LLC |
900 Bestgate Road, Suite 407, Annapolis, MD 21401 |
(888) 752-6742 |
| Nick Ibello Williams Asset Management |
8850 Columbia 100 Parkway, Columbia, MD 21045 |
(410) 740-0220 |
| Michelle Muhammed Edelman Financial Engines, LLC |
12510 Prosperity Drive, Silver Spring, MD 20904 |
(301) 563-9015 |
| Brandon Oliver Oliver Wealth Management |
901 Dulaney Valley Road, Suite 701, Towson, MD 21204 |
(410) 343-7125 |
| Jonathan Saxon Edelman Financial Engines, LLC |
901 Dulaney Valley Road,, Towson, MD 21204 |
(410) 823-0747 |
Qualifications
CRD# 2108146
FirmCRD# 124504
Series 7, 10, 31, 63, 65, 66
Compensation/Fee
Fee Only, Based on Assets
Office Location
61 Cornhill Street,
Annapolis,
MD 21401
Phone Number
(410) 2631313
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.
Qualifications
CRD# 2977429
FirmCRD# 104510
Series 6, 7, 31, 63, 65, 66
Compensation/Fee
Fee Based Only - No Commissions
Office Location
900 Bestgate Road, Suite 407,
Suite 250,
Annapolis,
MD 21401
Phone Number
(888) 7526742
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 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# 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) 7400220
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 they currently reside in the vibrant Canton area of Baltimore City. After witnessing the polarizing income levels and economic conditions in the city first-hand, 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.
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."
Qualifications
CRD# 4290958
FirmCRD# 104510
Series 7, 9, 10, 24, 66
Compensation/Fee
Fee Based Only - No Commissions
Office Location
12510 Prosperity Drive,
Suite 350,
Silver Spring,
MD 20904
Phone Number
(301) 5639015
Joined Edelman Financial Engines in 2013. Began her career in the financial services industry in 2004. Earned the Chartered Financial Consultant and Certified Financial Planner certification(s). Bachelor's degree in Chemistry from Seton Hall University.
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# 3251099
FirmCRD# 25536
Compensation/Fee
Fee-Based, Based on Assets
Office Location
901 Dulaney Valley Road, Suite 701,
Towson,
MD 21204
Phone Number
(410) 3437125
With over 20 years of experience, Brandon has learned that most clients want the same thing: an honest relationship with a professional who genuinely wants to help them achieve their goals. And so, wanting to fulfill that mandate, Brandon founded Oliver Wealth Management, a firm free of conflicts of interest and Old Wall Street bias. Unlike firms that are focused on selling products, Oliver Wealth Management is focused on one thing the financial success of its clients. Brandon's interest in finance and investing began in college, and his entrepreneurial spirit and desire to build led him into the brokerage business. Brandon credits his father, Richard, for instilling the belief that he can be successful against enormous odds. Armed with a Bachelor of Science Brandon graduated from Towson University on a Monday and started his career with Morgan Stanley on a Tuesday. Brandon started in a class of 280 trainees at 2 World Trade Center in New York. After three weeks of training, he started his career in downtown Baltimore with a phone and a Criss Cross directory. After 3 years, 35 trainees remained and Brandon finished #1 in the class. He was National Sales Director award winner each of his first 3 years with Morgan.
Wealth Management with a Difference Accumulating wealth is only part of the equation, but that?s what most financial advisors focus on. So you're left to ride the ups and downs of the market without proper risk control. We believe you deserve better. That's why at Oliver Wealth Management, we apply financial science to all parts of your financial life. It starts with careful management of all the variables within your control. We include strategies for asset preservation and income distribution.
Qualifications
CRD# 4789005
FirmCRD# 104510
Series 7, 66
Compensation/Fee
Fee Based Only - No Commissions
Office Location
901 Dulaney Valley Road,,
Suite 901,
Towson,
MD 21204
Phone Number
(410) 8230747
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. Im 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 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.
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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?
