Compare 3 financial advisors near you matched to your specific needs

Personalized Advice For Portfolio Size of 100k And Above

Tell Us Your Financial Goals
Compare Advisors
Select the Advisor That is Right For You
FINRA/SEC Registered Advisors

Your Information is Safe and Secure

Find Top Financial Advisors in Easton, Maryland

How To Find Trusted Financial Advisors in Easton, Maryland

Qualified Financial Advisors in Easton, Maryland

VETTED
Financial Advisor
Edelman Financial Engines, LLC
900 Bestgate RoadAnnapolis, MD 21401
6031 University BoulevardEllicott City, MD 21043
12510 Prosperity DriveSilver Spring, MD 20904
ExperienceN/A
AUM$0
Minimum AssetsNot Specified
Fee StructureFee-Only
Financial Advisor
Scarborough Capital Management1906 Towne Centre BlvdAnnapolis, MD 21401
ExperienceN/A
AUM$1,300,000,000
Minimum AssetsNot Specified
Fee StructureNot Specified
Financial Advisor
Tom HagighEPE Wealth Advisors1321 Generals HighwayCrownsville, MD 21032
Experience30 Years
AUMNot Specified
Minimum Assets$500,000
Fee StructureFee-Based
Financial Advisor
Facet 400 East Pratt StreetBaltimore, MD 21202
ExperienceN/A
AUMNot Specified
Minimum AssetsNot Specified
Fee StructureFee-Only
Financial Advisor
Michael T. JobeGlover Park Wealth Management, LLC4201 Wilson BlvdArlington, VA 22203
Experience13 Years
AUM$145,000,000
Minimum Assets$25,000
Fee StructureFee-Based
Financial Advisor
Chris SchiesserCFP®Prudential Advisors303 International Cir #105Hunt Valley, MD 21030
ExperienceNot Disclosed
AUMNot Specified
Minimum AssetsNot Specified
Fee StructureNot Specified
Financial Advisor
Diversified, LLC3705 Concord PikeTalleyville Postal Store, DE 19803
ExperienceN/A
AUM$1,900,000,000
Minimum Assets$250,000
Fee StructureFee-Based
Are you a Financial Advisor in Easton, Maryland?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Information on Qualified Financial Advisors in Easton, Maryland

Edelman Financial Engines, LLC
VETTED
Edelman Financial Engines, LLC
About Edelman Financial Engines, LLC
Get a free financial plan

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.24 million clients and more than $326 billion assets under management (as of December 31, 2025) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.
Qualifications
Compensation/Fee
Fee-Only, Based on Assets, Fee-Based
Scarborough Capital Management
VETTED
Scarborough Capital Management
About Scarborough Capital Management

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:

  • Financial advice must be practical. We act more like a financial coach instead of old-fashioned “stock broker”. There’s nothing we love more than helping you map out all of your financial goals….then helping you work toward them one by one!
  • Getting advice must be convenient. You’re busy, so we interact with you whichever way you prefer: in person, or by email, phone and online conference.

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
Compensation/Fee
Office Location
1906 Towne Centre Blvd,Annapolis,MD 21401
Phone Number
410-573-5700
Tom Hagigh
VETTED
Tom Hagigh
EPE Wealth Advisors
About Tom Hagigh
Tom has been a dedicated financial advisor for over 30 years. He began his career in 1995 at Legg Mason after earning his MBA from Loyola College in Maryland. In 2004, Tom achieved his CERTIFIED FINANCIAL PLANNER® certification and holds additional certifications as a Certified Exit Planning Advisor (CEPA®) and Certified in Long-Term Care (CLTC®). He specializes in helping small business owners and affluent investors maximize their retirement savings and potentially retire earlier than planned through the use of specialized retirement strategies. Tom also assists clients with investment management, life insurance, long-term care and disability insurance, college planning, and more.

A lifelong Maryland resident, Tom lives in Severna Park with his wife, Marie, and their sons, Eddie and Graham. When he's not working, Tom enjoys playing golf and spending quality time with his family.
About EPE Wealth Advisors
No needs are more important than your own. We take pride in aligning our goals with yours, ensuring that we don't just work for you, but with you. We work with you to understand who you are as an individual, as an investor, and as a business owner.

Our mission is to help you define your financial objectives and collaboratively develop a plan tailored to your unique needs and preferences. We are committed to acting in your best interest and are proud to offer comprehensive financial planning resources, including access to education, advice, planning, and consultation, all designed to support your business's growth and success.
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
Compensation/Fee
Fee-Based, Commissions, Based on Assets
Office Location
1321 Generals Highway,Suite 300,Crownsville,MD 21032
Phone Number
410-923-8686
Facet
VETTED
Facet
About Facet
At Facet, it's simple. Financial planning should be for everyone (not just the wealthy). It starts with a flat membership fee (which won't change even as your money grows) that sets us apart from traditional firms. Every Facet member works with a CERTIFIED FINANCIAL PLANNER professional who puts you first and will adapt and evolve your personalized financial roadmap as your life and needs change. Book a free, no obligation intro call with Facet today to learn about membership options.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Qualifications
Compensation/Fee
Fee-Only, Flat Fee
Office Location
400 East Pratt Street,8th Floor,Baltimore,MD 21202
Phone Number
443-376-6222
Michael T. Jobe
VETTED
Michael T. Jobe
Glover Park Wealth Management, LLC
About Michael T. Jobe
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 Arlington, VA. 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.
About Glover Park Wealth Management, LLC
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 Arlington, VA.
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
Compensation/Fee
Fee-Based, Based on Assets
Office Location
4201 Wilson Blvd,3rd Floor,Arlington,VA 22203
Phone Number
202-926-3725
Chris Schiesser
VETTED
Chris SchiesserCFP®
Prudential Advisors
About Chris Schiesser

As a CFP®, I am held to the highest professional and ethical standards. With over 12 years experience, I help remove the guesswork and help you understand the implications of all financial decisions.

I take time to educate my clients, never losing sight of each individual's risk tolerance, time-frame, and experience. My comprehensive approach to helps you realize your financial goals.

I'm Most Proud Of: Hearing from clients about how financial planning helped improve their life, overcome challenges, and develop confidence for the future. There's nothing better!

About Prudential Advisors
Prudential Advisors is a renowned financial services leader with a rich history of helping individuals and institutions pursue financial security and prosperity.

We are dedicated to providing comprehensive financial planning and advisory services. Our mission is to help individuals, families, and businesses achieve their financial goals through personalized and strategic financial solutions.
Qualifications
CRD# 5023056Firm CRD# 8733Series 6, 7, 63, 65
Compensation/Fee
Office Location
303 International Cir #105,Hunt Valley,MD 21030
Phone Number
410-937-7578
Diversified, LLC
VETTED
Diversified, LLC
About Diversified, LLC
Wealth is a good thing. Lifelong wealth is even better.

At Diversified, our clients know that while life isn't without change and challenge, it's how they manage it that makes all the difference. They also know that they need to surround themselves with people who truly care about them. As a local family business serving executives, professionals, and retirees in Delaware and Pennsylvania, we welcome the opportunity to be included in your circle of trusted advisors. We realize we'll need to earn it, and once we do, we promise to keep it.
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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Compensation/Fee
Fee-Based, Based on Assets
Office Location
3705 Concord Pike,Talleyville Postal Store,DE 19803
Phone Number
302-765-3500

WiserAdvisor Reviews

Note: The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

I Want to Take Charge.

Help me find and compare top vetted financial advisors in my area.

FINRA/SEC Registered Advisors

Your Information is Safe and Secure

Frequently Asked Questions

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© Copyright 2026 WiserAdvisor.com. All Rights Reserved.