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Qualifications of Financial Advisor in Columbia

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Financial Advisors in Columbia, Maryland
Financial Advisor Office Location Phone Number
Michael Balakirsky MBA,
LPL Financial
11755 Bragdon Wood,
Clarksville, MD  21029
(410) 528-8688
Brian Kuhn,
PSG Clarity
8161 Maple Lawn Blvd,
Fulton, MD  20759
(301) 543-6035
Hugh Fitzpatrick,
Princeton Capital Managment
1014 W 36th St,
Baltimore, MD  21211
(410) 241-4703
Facet Wealth,
Facet Wealth
509 S. Exeter Street,
Baltimore, MD  21202
(410) 657-3257
Brad Garner,
Financial Engines Advisors, LLC
1 Research Court Suite 450,
Rockville, MD  20850
(301) 963-1000
Erich Imphong, CFP®,
Plotkin Financial Advisors, LLC
8401 Connecticut Ave,
Chevy Chase, MD  20815
(301) 907-9790
David Middleton,
Middleton Advisory
3 Bethesda Metro Center,
Bethesda, MD  20814
(202) 503-4015
Geoffrey Burroughs,
Harbor Investment Advisory
2330 W. Joppa Rd,
Lutherville, MD  21093
(410) 659-8905
Nathan Badowski, CFP,
Prudential Advisors
303 International Dr,
Hunt Valley, MD  21030
(443) 886-2220
Nilos T. Sakellariou, CFM,
NTS Bearing-Total Wealth Management.
61 CORNHILL STREET,
Annapolis, MD  21401
(410) 263-1313
James J. Denora, CPA, CFP®,
Leading Edge Wealth Advisors, LLC
2007 Tidewater Colony Drive, Suite 2B,
Annapolis, MD  21401
(443) 433-4290
Michael Krowe,
Edelman Financial Services, LLC
1750 Tysons Blvd.,
Tysons Corner, VA  22102
(888) 752-6742
Gian Deguzman,
Financial Engines Advisors, LLC
8100 Boone Boulevard Suite 640,
Vienna, VA  22182
(703) 288-6988
Ken Grier,
Financial Engines Advisors, LLC
2331 Mill Road,
Alexandria, VA  22314
(800) 822-1461
Gian Deguzman,
Financial Engines Advisors, LLC
1900 Campus Commons Drive,
Reston, VA  20191
(800) 822-1461

Information on Qualified Financial Advisors in Columbia

Qualifications CRD# 4812251
FirmCRD# 6413
Series 7, 24, 66

Compensation/Fee I am a fee-based financial professional, Based on Assets, Flat Fee, Hourly


Office Location 11755 Bragdon Wood,
Clarksville,
MD 
21029
Phone Number (410) 5288688

About LPL Financial

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 dreams. We will help with retirement planning, fee based asset management through LPL Financial, investment planning, holistic financial planning, estate planning, wealth management , wealth protection, retirement planning. You worked very hard. It’s finally time to stop worrying and find a clear path towards your financial independence and stability. Contact our Columbia, Maryland office for NO-OBLIGATION FREE Consultation. You can Do IT and we can Help. Securities and financial Planning offered through LPL Financial, A Registered Investment Advisor,Member FINRA/SIPC



Qualifications CRD# 4474832
Series 7, 66

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee


Office Location 8161 Maple Lawn Blvd,
Suite 400,
Fulton,
MD 
20759
Phone Number (301) 5436035

Brian established PSG Clarity as a division within the firm Planning Solutions Group to focus on clients under a given net worth, instead of above it. Brian exclusively works with people who DONT feel wealthy. He is currently accepting new clients In his 16th year in the financial planning field, Brian focuses his practice in the areas of retirement planning, investments, & insurance protection, with a special interest in assisting public sector employees. He is the author of Total Compensation: A Practical Guide to Federal Employee Benefits and The Personal Finance Handbook, a Guide to the Most Common Personal Finance Questions. He is the host of the bi-weekly TV show Your Future Your Finances which airs on channel 16 MMC in Montgomery County MD and on YouTube. He is a CERTIFIED FINANCIAL PLANNER" (CFP®), Chartered Life Underwriter (CLU®), & Certified in Long Term Care (CLTC). He holds his FINRA Series 7, & 66 registrations. Brian graduated from Towson University with a B.S. in Business Administration & a minor in English. He lives with his wife Merin & their daughters Charlotte & Caroline in Odenton, MD.

About PSG Clarity

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, business succession, retirement, and risk management. Our talented team of experienced professionals considers legal, accounting, and financial perspectives to offer a cross- disciplinary approach to planning. Given the complex needs of our individual, executive, retiree, and business owner clients, we provide the input and advice that you need to make timely and informed decisions. We are committed to providing our clients with the highest level of service and “Exceeding Expectations” to ensure a positive and life-changing planning experience. Securities offered through Triad Advisors, Member FINRA/SIPC. Advisory services offered through Planning Solutions Group, LLC. Planning Solutions Group, LLC is not affiliated with Triad Advisors. PSG Clarity is a division of Planning Solutions Group, LLC.



Office Location 1014 W 36th St,
Baltimore,
MD 
21211
Phone Number (410) 2414703

Integral to his focus on client relationships, Hugh is part of the investment team and provides capital markets perspective. Hugh has worked with institutional investors and in capital markets both in the United States and in London for more than thirty years. Prior to joining the Firm in 2006, Hugh was a Managing Director at Wachovia Securities (and successor firms before combining into Wachovia). Before that he was with Alex. Brown & Sons as a Senior Vice President, which included several years as manager of Alex. Brown’s international trading in London. Hugh was also previously associated with Wm Sword & Co., where he worked in fixed income and equity trading and in research. He graduated from Duke University with a BA in History.

About Princeton Capital Managment

Princeton Capital Management was formed in 1988 to offer to a select client base of high net worth individuals and institutions the successful analytical and investing methods practiced by its founders during their long and well-regarded careers at a number of prestigious institutions. Drawing upon their expertise in the fundamental analysis of a broad range of securities - from the largest of companies around the world to the youngest and smallest U.S. based companies – the founding partners developed a method of portfolio management that looked beyond the restrictive parameters of investment strategy style labels or benchmark considerations. They believed their clients would derive greater benefits from an approach that combined an expansive analytical consideration of companies large, small, young and mature, with disciplined portfolio construction focused on optimizing the balance between risk and return. Over the past twenty-eight years, Princeton Capital Management has demonstrated the soundness of this approach by delivering competitive long-term returns across each of our investment strategies.



Qualifications CRD# 5078002
FirmCRD# 285961


Office Location 509 S. Exeter Street,
Suite 202,
Baltimore,
MD 
21202
Phone Number (410) 6573257

About Facet Wealth

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.



Qualifications CRD# 4862499
FirmCRD# 104510
Series 6, 7, 31, 63, 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets


Office Location 1 Research Court Suite 450,
Rockville,
MD 
20850
Phone Number (301) 9631000

Joined Financial Engines in 2016. Began his career in the financial services industry in 2004. Successfully completed the Series 6, 7, 31, 63, and 65 examination(s) administered by FINRA. Earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) certification(s). Bachelor's degree in Finance from North Carolina State University. Married to Sharon. They have one child: Sadie Margaret. Brad enjoys golfing, travel, biking, spending time with his wife and daughter, and is also an avid sports fan.

About Financial Engines Advisors, LLC

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 workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 5083311
Series 7, 66 CERTIFIED FINANCIAL PLANNER

Compensation/Fee I am a fee-based financial professional, Commissions, Flat Fee


Office Location 8401 Connecticut Ave,
Suite 400,
Chevy Chase,
MD 
20815
Phone Number (301) 9079790

Erich is a CERTIFIED FINANCIAL PLANNER" who has been in the financial service industry for over a decade. He received his Bachelors of Science from The Catholic University of America and his Master degree in Finance from The Sellinger School of Business at Loyola University Maryland. Prior to joining Plotkin, Erich was both a client manager and the associate portfolio manager at Geier Asset Management, Inc. in Marriottsville, MD. At Geier, Erich worked with professional athletes, business owners, retirees, and families to implement their financial goals. In conjunction with these responsibilities he gained tremendous experience analyzing, identifying and executing strategies in client investment portfolios that aligned with their unique income and growth objectives. The diverse clientele that Erich has served over the years has allowed him to recognize that there is not a standardized approach when it comes to crafting the right financial plan or investment allocation for clients and their families. This is why Erich believes in holistic financial planning in order to develop a plan and investment strategy that meets the clients needs. Truly passionate about this approach, Erich also conducts retirement income planning seminars on how to accumulate and align assets with ones retirement goals. Erich is a sports enthusiast having played team sports all his life and enjoys staying active by acquiring new hobbies. He and his wife, Kelly, have two young children.

About Plotkin Financial Advisors, LLC

As a Certified Financial Planner (TM) at Plotkin Financial Advisors, LLC I am in the business of making a difference in the lives of clients and their families. I am guided by the core values of honesty, integrity, independence, innovation, objectivity and as a fiduciary of clients' interests. As an independent firm, we are free to craft financial plans and make recommendations that fit our clients best. The services and investments we recommend are based on what is in the best interest for our clients and their families. My firm's comprehensive wealth management service is a refined process that helps to define and clarify the financial landscape for the clients we serve. Together, we help you and your family achieve your financial goals. What - Provide clients with sound advice regarding every aspect of their financial lives. How - I utilize our proprietary Legacy Program method to design a customized wealth management plan. Why - I believe comprehensive financial planning is the foundation of achieving your desired lifestyle.



Qualifications CRD# 5398638
FirmCRD# 155334
Series 65

Compensation/Fee I am a Fee-Only financial professional, Based on Assets


Office Location 3 Bethesda Metro Center,
Suite 700,
Bethesda,
MD 
20814
Phone Number (202) 5034015

David has seven 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 son.

About Middleton Advisory

Middleton Advisory is a fee-only Registered Investment Adviser in Bethesda, MD, founded by David Middleton to begin his private practice. Services are offered in the entire state and surrounding areas, with the ability to take on clients across the country. David's mission is to help clients implement the best possible investment strategies based on their unique needs. After several years of experience at T. Rowe Price, David founded a completely independent firm, with no obligation to any broker-dealer or investment company. This allows Middleton Advisory to completely avoid investments that carry sales loads or commissions. Instead, a variety of low-cost investment funds are used to implement prudent strategies, following the principles of diversification and asset allocation.



Qualifications CRD# 5379858
Series 7, 31, 66

Compensation/Fee I am a fee-based financial professional, Based on Assets


Office Location 2330 W. Joppa Rd,
Lutherville,
MD 
21093
Phone Number (410) 6598905

About Harbor Investment Advisory

I take a client-first approach focused on helping my clients navigate through the complex and emotional financial decisions that surround their lives. I concentrate on doing three things for my clients and ask one in return. I help them: - Simplify their financial lives - Generate the necessary returns and income to sustain the lifestyle they desire now and in retirement - Build a legacy for the ones they love and the things they care about. What I ask in return: should my clients have a question on anything financial, I expect to be the first phone call.



Qualifications CRD# 4198119
Series 6, 7, 63

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee


Office Location 303 International Dr,
Suite 105,
Hunt Valley,
MD 
21030
Phone Number (443) 8862220

Originally from Pennsylvania, Nathan Badowski relocated to Maryland to attend Goucher College. After graduating in 2000, Nathan began working in the financial industry in order to gain practical knowledge that would prepare him for his future as a Certified Financial Planner®. Totaling 17 years in the business, Badowksi is a member of MDRT (Million Dollar Round Table), the Presidents Council, and NAIFA. He prides himself on working with a group that puts its clients, individuals and businesses, first. Nathan currently resides in Bel Air, MD with his wife, Caitlin and their three children, Laura, Gavin and Paul. As a family, they love being outdoors, attending baseball games, hiking, and taking trips to the beach. When it’s just the adults, he and his wife enjoy tasting wine at nearby vineyards.

About Prudential Advisors

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



Qualifications CRD# 2108146
FirmCRD# 124504
Series 7, 65

Compensation/Fee I am a fee-based financial professional, Based on Assets


Office Location 61 CORNHILL STREET,
Annapolis,
MD 
21401
Phone Number (410) 2631313

About NTS Bearing-Total Wealth Management.

NTS Bearing is a registered branch of Arete Wealth Management LLC., member FINRA, SIPC & NFA. NTS Bearing offers the professional experience and investment knowledge of Mr. Nilos T. Sakellariou, CFM, who for over 27 years has helped high net-worth individuals and prominent families achieve their financial goals, grow & preserve their wealth and build lasting legacies for their future generations and loved ones. Using a private family office model, Mr. Sakellariou manages his firm within the parameters of his core principles: trust, knowledge, integrity, discretion and an unwavering focus on overall investment results. The firm's emphasis on the private family office model ensures a level of service which distinguishes and sets NTS Bearing apart from the standard cookie-cutter mentality prevalent at the big-name investment houses. The firm is uniquely positioned to offer customized investment strategies tailored to each client's unique circumstance. Mr. Sakellariou's proprietary CORE Equity Strategies and Defensive Capital Appreciation Methodology provide unique opportunities for those clients who desire more breadth from their investment portfolios. I sincerely invite you to contact us to fully appreciate how my firm can enhance your family's financial future.



Office Location 2007 Tidewater Colony Drive, Suite 2B,
Annapolis,
MD 
21401
Phone Number (443) 4334290

A founding member of Leading Edge Wealth Advisors, Jim Denora specializes in providing clients with financial planning and wealth management expertise. He assists his clients by helping to educate them and evaluating their financial situation in a comprehensive manner. He focuses on all facets of their financial picture including investments, insurance, taxes, and retirement and estate planning. He utilizes his corporate finance background to treat each family finances as he would a business. Jim is passionate about guiding people toward financial security and helping them make important decisions that will benefit their future. Prior to establishing Leading Edge Wealth Advisors, Jim was a founding partner in Severn Financial Group. He began his financial services career with Northwestern Mutual Financial Network in 2002. He also has held senior-level corporate financial positions at several Washington, DC-area companies and spent over eight year in public accounting. He is a graduate of St. Francis College in Loretto, PA and later earned a Master of Business Administration degree from George Mason University in Fairfax, VA. In addition he is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNERTM professional.

About Leading Edge Wealth Advisors, LLC

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 clear understanding of your needs based on your goals and objectives. 2. Hold you accountable to your financial actions (or in- actions) 3. Take the emotions out of the investment process. 4. Be there for your family should something happen to you. 5. Have a disciplined investment process



Qualifications FirmCRD# 113299

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee


Office Location 1750 Tysons Blvd.,
Suite 910,
Tysons Corner,
VA 
22102
Phone Number (888) 7526742

Formal Education: Bachelor of Science in Information Science and Systems, Radford University Business Background: Mike Krowe has been an investment advisor for nine years, and has been with Edelman Financial Services since 2009. Employment History: 2016–Present: Associate Director, Financial Planning for Edelman Financial Services. Provides financial advice to clients. 2015–2016: Edelman Direct Advisor II for Edelman Financial Services. Provided financial advice to clients. 2012–2015: Edelman Online Advisor for Edelman Financial Services. Provided financial advice to clients. 2009–2014: Client Service Associate for Edelman Financial Services. Provided client support. 2007–2009: Financial Specialist at Wachovia. Provided financial advice to clients. Professional Designation(s): CERTIFIED FINANCIAL PLANNER™ Chartered Retirement Planning Counselor℠

About Edelman Financial Services, LLC

Founded by Ric and Jean Edelman in 1987, Edelman Financial Services is one of the nation's largest independent financial planning firms1 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.2 The firm also provides 401(k) plans and institutional investment management for businesses. Edelman Financial Services has won more than 100 financial, business, community and philanthropic awards,3 and offers an investment philosophy that puts clients first and delivers value through in-depth financial education, personalized financial plans and unfettered access to planners.



Qualifications CRD# 5298082
FirmCRD# 104510
Series 7, 24, 63, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 8100 Boone Boulevard Suite 640,
Vienna,
VA 
22182
Phone Number (703) 2886988

Joined Financial Engines in 2018. Began his career in the financial services industry in 2011. Successfully completed the Series 7, 24, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Attends George Mason University studying Communications. Married to Guadalupe. They have two children: Jayden and Anthony. Gian enjoys reading, movies, traveling, and spending time with his kids.

About Financial Engines Advisors, LLC

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 workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 5660826
FirmCRD# 104510
Series 6, 63, 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets


Office Location 2331 Mill Road,
Alexandria,
VA 
22314
Phone Number (800) 8221461

Joined Financial Engines in 2012. Began his career in the financial services industry in 2009. Successfully completed the Series 6, 63, and 65 examination(s) administered by FINRA. Earned the Certified Fund Specialist (CFS®) certification(s). Member of the Chesterfield Chamber of Commerce. Hometown is Richmond, VA. Married to Stacey. They have one child: Leighton. Ken enjoys market history and research, traveling, range/target shooting, tennis, and carpentry projects on his more than 100 year old home.

About Financial Engines Advisors, LLC

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 workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 5298082
FirmCRD# 104510
Series 7, 24, 63, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 1900 Campus Commons Drive,
Reston,
VA 
20191
Phone Number (800) 8221461

Joined Financial Engines in 2018. Began his career in the financial services industry in 2011. Successfully completed the Series 7, 24, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Attends George Mason University studying Communications. Married to Guadalupe. They have two children: Jayden and Anthony. Gian enjoys reading, movies, traveling, and spending time with his kids.

About Financial Engines Advisors, LLC

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 workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



List of Additional Financial Advisors in or around Columbia, Maryland
AXA Advisors, LLC Columbia, MD
Sagemark Consulting / Lincoln Financial Advisors Columbia, MD
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