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Portfolio Size of 100K and
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Personalized advice for portfolio size
of 100K & above
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
12
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
64
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 vetted financial
advisors in
Annapolis,
Maryland
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Annapolis, Maryland.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Nilos T. Sakellariou
CFM NTS BEARING-TOTAL WEALTH MANAGEMENT. 61 Cornhill Street, Annapolis, MD 21401 |
29 Years | $200,000,000 | $500,000 | Fee-Only |
|
Gregory Ostrowski
CFP®, CRPC®, BFA™ SCARBOROUGH CAPITAL MANAGEMENT 1906 Towne Centre Blvd, Suite 260, Annapolis, MD 21401 |
19 Years | Not Specified | Not Specified | Not Specified |
| 6 Years | Not Specified | Not Specified | Not Specified | |
|
Jonathan Szostek
CFP®,AIF®,RICP®,CRPC®,ChFEBCSMSCARBOROUGH CAPITAL MANAGEMENT 1906 Towne Centre Blvd, Annapolis, MD 21401 |
14 Years | Not Specified | Not Specified | Not Specified |
|
Scarborough Capital Management
SCARBOROUGH CAPITAL MANAGEMENT 1906 Towne Centre Blvd, Annapolis, MD 21401 |
Not Disclosed | $1,300,000,000 | Not Specified | Not Specified |
| 27 Years | $0 | $500,000 | Fee-Based | |
| 35 Years | Not Specified | $100,000 | Fee-Based | |
|
Michael T. Jobe
GLOVER PARK WEALTH MANAGEMENT, LLC 14 Ridge Square NW, 3rd Floor, Washington, DC 20016 |
12 Years | $82,000,000 | $50,000 | Fee-Based |
|
David Middleton
CFP®, AIF® MIDDLETON ADVISORY 3 Bethesda Metro Center, Suite 700, Bethesda, MD 20814 |
14 Years | $16,000,000 | $500,000 | Fee-Only |
|
Geoffrey Burroughs
CFP®, Financial Planning Specialist, CDFA® HARBOR INVESTMENT ADVISORY 2330 W. Joppa Rd, Lutherville, MD 21093 |
12 Years | Not Specified | $250,000 | Fee-Based |
| 20 Years | $13,000,000 | $100,000 | Fee-Only | |
|
Bryan Beatty
Accredited Investment Fiduciary® (AIF), CFP® EGAN, BERGER AND WEINER, LLC 1919 Gallows Rd, Suite 980, Vienna, VA 22043 |
31 Years | $800,000,000 | $0 | Fee-Based |
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# 4576198
Firm CRD# 169517
Series 7, 66
Office Location
1906 Towne Centre Blvd,
Suite 260,
Annapolis,
MD
21401
Phone Number
410-972-2525
Greg develops strategies to address each client's unique situation. His overarching goal is to provide visibility on a client's big picture so they can make proactive decisions. For those just starting to accumulate wealth, it might mean prioritizing and automating savings. For those nearing retirement, this might mean mapping out an income strategy's one thing to save and grow assets, but another thing entirely to make a plan for assets to last. As a long-time Annapolitan, Greg was the youngest of five children in a Navy family; his wife Sabrina is an accountant in Annapolis; his sister owns Weems Creek Nursery School in West Annapolis, where his brother also owns Redds Automotive. Greg holds a degree in Finance from Villanova University. He is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Retirement Planning CounselorSM and a Behavioral Financial AdvisorSM Greg also serves as a Forbes contributor. Over the years Greg has been recognized as a Top 40 Under 40 Registered Investment Advisor by WealthManagement.com, featured in Baltimore Magazine as an eight-time Five Star Wealth Manager and voted "Best Financial Advisor" in The Capital's Reader's Choice awards four times. He has also been named a "Recommended Financial Planner" in Chesapeake Family Life magazine in both 2019 and 2021.
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# 5807786
Firm CRD# 169517
Series 7, 66
Office Location
1906 Towne Centre Blvd,
Annapolis,
MD
21401
Phone Number
410-573-5700
Jeff joined the Scarborough Capital Management team in 2015 and works alongside managing partner Ian Arrowsmith. He currently offers education, financial planning, 401(k) and 403(b) and asset management to help investors build their retirement assets. His goal is to work with clients to help them identify their personal and financial objectives and subsequently develop a blueprint to help implement, monitor, and accomplish those goals. He is a CERTIFIED FINANCIAL PLANNER™ professional.
As a Financial Planner of Scarborough Capital Management, Jeff also is a separately registered representative of, and offers securities through IFG, member FINRA/SIPC. He holds Series 7 and 66 registrations and separately, Life, Health, and Variable Annuity Insurance licenses.
Jeff graduated from Towson University, where he received a Bachelor of Science degree in Business Administration with a concentration in Finance. He also received a Certificate in Financial Planning from Northwestern University.
Jeff currently resides in Severna Park with his wife Alexis, who is a teacher for Anne Arundel County Public Schools, and their 2 children.
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# 5133470
Firm CRD# 169517
Series 7, 66
Office Location
1906 Towne Centre Blvd,
Annapolis,
MD
21401
Phone Number
410-972-2497
I joined the Scarborough Capital Management team in 2006. I am a CERTIFIED FINANCIAL PLANNER™ professional and also hold the Accredited Investment Fiduciary (AIF®), Retirement Income Certified Professional™ (RICP®), Chartered Retirement Planning Counselor™ (CRPC®), and the Chartered Federal Employee Benefit Consultant (ChFEBCsm) designations. My goal is to work with clients to help identify their personal and financial objectives and subsequently develop a blueprint to help implement, monitor, and accomplish those goals. I currently offer financial education, comprehensive financial planning, 401(k), 403(b), TSP, and wealth management to help investors reach their retirement goals.
As an Executive Vice President and Retirement Advisor at Scarborough Capital Management, I also am a separately registered representative of, and offer securities through, Independent Financial Group, LLC., member FINRA/SIPC. I also hold Series 7 and 66 registrations and separately, Life, Health, and Variable Annuity Insurance licenses. For state licensing information please visit www.scmadvice.com.
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
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# 2617149
Firm CRD# 8174
Series 7, 9, 10, 23, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
1501 K Street NW,
Suite 1100,
Washington,
DC
20005
Phone Number
202-942-2899
Currently, Mark resides in Montgomery County, Maryland with his wife and young son. He enjoys competing in Spartan Races and spending time with his family.
We take an approach to your wealth that works for you and your entire financial life. Whether you're pursuing retirement, making an investment or forging a legacy, understanding the bigger picture is the first step to helping you pursue your financial goals today, tomorrow and for generations to come.
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, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 4460975
Firm CRD# 6413
Series 6, 7, 63, 65
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
3 Church Lane,
Baltimore,
MD
21208
Phone Number
410-415-5505
Our mission is to help our clients work toward financial independence through planning. We want to spend time with our clients to determine their goals and objectives, time horizon, risk tolerance and help them make suitable financial decisions for their future. Our mission is to build a long-term relationship with you as your trusted advisor. We aim to accomplish this through education, training, integrity, and outstanding client service. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 5179276
Firm CRD# 309793
Series 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
14 Ridge Square NW,
3rd Floor,
Washington,
DC
20016
Phone Number
202-926-3725
Michael T. Jobe founded Glover Park Wealth Management, LLC with the goal of bringing independent and objective wealth management advice to our clients. In 2012 Michael joined the wealth management division of UBS and was promoted in 2018 to Account Vice President. Michael earned his B.S. in Finance from the Robert H. Smith School of Business at the University of Maryland, College Park, MD. Currently, Michael lives in Glover Park, Washington, DC. He enjoys spending time with his family, working out and playing golf. Michael is passionate about working with clients to build, grow and protect their wealth.
Glover Park Wealth Management, LLC was founded to build, grow and protect the assets of our clients. We provide wealth management and asset management services for individuals and institutions. We are a registered investment advisory firm located in Glover Park, Washington, D.C.
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
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# 5379858
Firm CRD# 151085
Series 7, 31, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
2330 W. Joppa Rd,
Lutherville,
MD
21093
Phone Number
410-659-8905
I take a client-first approach focused on helping my clients navigate through the complex and emotional financial decisions that surround their lives. I concentrate on doing three things for my clients and ask one in return. I help them: - Simplify their financial lives - Generate the necessary returns and income to sustain the lifestyle they desire now and in retirement - Build a legacy for the ones they love and the things they care about. What I ask in return: should my clients have a question on anything financial, I expect to be the first phone call.
Qualifications
CRD# 5639897
Firm CRD# 167517
Series 65
Compensation/Fee Fee-Only, Based on Assets
Office Location
5901 Melvern Dr,
Bethesda,
MD
20817
Phone Number
808-469-6265
Young Park is a Vice President, Senior Advisor with King Tide Advisors currently residing in the Washington D.C Metro Area. Young believes in delivering the right wealth management solutions to help clients realize their personal objectives and aspirations. Young holds a Bachelor's degree in Business Marketing and Management from Ursinus College, as well the CPCU designation and will have be completing his CFP designation in 2024. He is bilingual in Korean and the former treasurer of the 101st Airborne Division (Air Assault) HHB Family Readiness Group. He is a former Military Spouse, where his wife (Michelle) served in the US Army as a Physician - Psychiatrist. They have two children, Aidan and Abby. In his spare time, Young enjoys going on long runs, skiing and spending time with his family.
We work with clients that value a financial advisor that helps them reach their financial goals. Your situation is unique, how you respond to challenges and situations can be unique, but our priority to stay focused on your goals never changes. We help you talk about, define, and revisit your goals, and we work to adjust the plan to stay aligned with your goals. We focus on: financial planning, investment management, tax efficient strategies, retirement strategies, small business retirement plans, education planning, estate planning.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 2207998
Firm CRD# 105644
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.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 19 | 3586 | $1,085,472,291 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 14 | 1277 | $698,767,326 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 3 | 768 | $350,000,000 | A percentage of AUM
|
|
| 4 | 356 | $299,391,424 | A percentage of AUM, Fixed fees
|
|
| 8 | 614 | $265,941,983 | A percentage of AUM
|
|
| 5 | 696 | $264,369,164 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 4 | 100 | $220,647,602 | A percentage of AUM, Hourly charges
|
|
| 5 | 494 | $210,204,029 | A percentage of AUM, Hourly charges
|
|
| 4 | 509 | $184,672,011 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 6 | 807 | $170,660,597 | A percentage of AUM, Hourly charges, Fixed fees, Other (FEE FOR MONITORING THIRD PARTY MANAGERS)
|
|
| 4 | 292 | $155,260,537 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 4 | 670 | $153,179,436 | A percentage of AUM, Hourly charges
|
|
| 4 | 535 | $112,809,845 | A percentage of AUM, Hourly charges, Fixed fees
|
Our directory for the state of Maryland features various types of financial advisors, including investment advisors, portfolio managers, wealth managers, financial planners, retirement planners, and more. These professionals specialize in managing investments, providing ongoing financial advice, assisting with goal planning, and providing guidance for retirement savings strategies. To further explore how financial advisors can support you, learn more about the different types of financial advisors and their areas of expertise.
Financial advisors in Maryland typically offer a wide range of services, including retirement planning, investment management, estate planning, tax planning, insurance planning, and wealth management. The specific services that an advisor offers may depend on their area of expertise, as well as your financial needs and goals. Read on to better understand how financial advisors can assist you with the various services they provide.
When choosing a financial advisor in Maryland, it's important to check each financial advisor's years of relevant experience, credentials (CFP, ChFCs, CFAs, etc.), education, method of compensation, and ensure that they adhere to a strict code of ethics. It is also important to check for any disciplinary actions or complaints against the advisor. To learn more, read the guide on choosing the best financial advisor. Besides the above you also need to interview the advisor and ensure that you are comfortable with the advisor and that it is a good personality fit.
Working with a financial advisor in Maryland can offer many benefits. As the advisor's client, you can benefit from the advisor's extensive knowledge, experience, and perspective resulting in you gaining peace of mind. Working with a financial advisor can also save you time managing your finances, help minimize investment risks, and potentially increase your investment returns as they can also help you identify areas of financial weakness and recommend strategies for improvement. To learn more, read The Benefits Of Working With A Financial Advisor.
A financial advisor in Maryland can assist you in planning for retirement by creating a personalized financial plan that considers your assets, income, expenses, and goals. They can help you develop a savings strategy, choose retirement accounts, manage investments, plan for healthcare expenses, and ensure your assets are distributed as per your wishes. To learn more about how an advisor can help you prepare for retirement, read on about why you should hire a retirement advisor.
In order to become a financial advisor in Maryland, individuals must obtain the appropriate licenses and certifications that comply with state and federal regulations, such as holding licenses as investment advisor representatives (IARs) and often having credentials such as Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), Chartered Financial Consultants (ChFC), and more. To further explore the various credentials required of an advisor, read more about advisor designations.
During your first meeting with a financial advisor, they will likely ask you about your financial goals, current financial situation, and risk tolerance. They may also request information about your income, expenses, assets, investment experience, and any specific concerns you may have. For more information on how to prepare for your first meeting, refer to this guide on how to prepare for a meeting with your financial advisor.
How often you should review your financial plan with your planner or financial advisor in Maryland may depend on your individual needs and circumstances. It is recommended that individuals meet with their financial planner at least once a year to review their financial plan and make any necessary adjustments. However, if you experience a significant life change or have complex finances, you may need to meet with your financial advisor more frequently to ensure that your plan remains on track. Read on to learn more about how often you should meet with your advisor.
