Personalized Advice For Portfolio Size of 100k And Above
FINRA/SEC Registered AdvisorsPersonalized Advice For Portfolio Size of 100k And Above
Find Top Financial Advisors in Frederick, Maryland
Frederick, Maryland, is known for its historic charm, excellent quality of life, and a growing economy with strong influences from biotech, healthcare, and government contracting due to its proximity to Washington, D.C. With a growing job market, affordable living compared to nearby metropolitan areas, and a thriving business community, the city attracts professionals, families, and retirees alike. Whether you're planning for the future, managing investments, or preparing for retirement, working with a trusted financial advisor in Frederick, MD can help you achieve your financial goals.
With nearly 200 financial advisors to choose from, it may be challenging to find an advisor that fits the bill. WiserAdvisor simplifies this process by matching you with 2-3 qualified financial advisors who meet your unique financial needs. Whether you need assistance with investment strategies, estate planning, or financial planning in Frederick, our vetted professionals are here to help.
For over two decades, we have maintained a trusted network of some of the best fiduciary financial advisors specializing in wealth management in Frederick and Frederick, MD retirement planning. Every advisor in our network is screened for experience and maintains clean records with FINRA and SEC. Having a financial advisor who can understand your specific financial situation and has the relevant qualifications in Frederick, Maryland, would go a long way toward attaining your goals with confidence.
How To Find Trusted Financial Advisors in Frederick, Maryland
Frederick has 11 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Frederick, Maryland have an average of 22 years of experience.
NOTE: The list of vetted financial advisors in Frederick, 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 Frederick, Maryland.
Qualified Financial Advisors in Frederick, Maryland
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 21 Years | $6,100,000,000 | $50,000,000 | Fee-Based | |
Edelman Financial Engines, LLC6031 University BoulevardEllicott City, MD 21043 12510 Prosperity DriveSilver Spring, MD 20904 900 Bestgate RoadAnnapolis, MD 21401 4050 Crums Mill RoadHarrisburg, PA 17112 | N/A | $0 | Not Specified | Fee-Only |
| N/A | $0 | Not Specified | Fee-Only | |
| Not Disclosed | Not Specified | Not Specified | Not Specified | |
Geoffrey BurroughsCFP®, Financial Planning Specialist, CDFA®Harbor Investment Advisory2330 W. Joppa RdLutherville, MD 21093 | 12 Years | Not Specified | $250,000 | Fee-Based |
| 13 Years | $145,000,000 | $25,000 | Fee-Based | |
| N/A | Not Specified | Not Specified | Fee-Only | |
| 30 Years | Not Specified | $500,000 | Fee-Based |
Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?
Information on Qualified Financial Advisors in Frederick, Maryland
We build lasting relationships with our clients by gaining a true understanding of what is important to them. Our comprehensive planning and disciplined approach provides integrated solutions to make sure that our clients can successfully achieve their visions.
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.
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!
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.
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.
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.
We are a registered investment advisory firm located in Arlington, VA.
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.
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.
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.
Help me find and compare top vetted financial advisors in my area.
FINRA/SEC Registered AdvisorsHelp me find and compare top vetted financial advisors in my area.
FINRA/SEC Registered AdvisorsFrequently Asked Questions
What does a financial advisor do?
Is it worth paying for a financial advisor?
What is the difference between a financial planner and a financial advisor?
When should I hire a financial advisor?
How do I choose the right financial advisor?
