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Find Top Financial Advisors in Frederick, Maryland

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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.

Finding the Top Financial Advisor in Frederick, Maryland
Last Updated - 26-Sep-2022

Frederick has 12 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 49 non-vetted advisors in your local area. These financial advisors in Frederick, Maryland have an average of 16 years of experience.

NOTE: The list of financial advisors in Frederick, Maryland mentioned below do 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
Joseph Cassella
PRIMERICA ADVISORS
5283 Corporate Drive,
Suite 204,
Frederick, MD 21703
21 Not Specified $25,000 Fee-Based
Frank Barkanic
CFP®
EDELMAN FINANCIAL ENGINES, LLC
19775 Belmont Executive Plaza,
Suite 530,
Ashburn, VA 20147
5 Not Specified Not Specified Fee-Based
Doug Miller J.D.
CFP®, CLU®
NORTHWESTERN MUTUAL
6011 University Blvd Suite 370,
Ellicott City, MD 21043
21 $61,000,000.00 $500,000.00 Fee-Based
Kevin Colleran
CFP®
EDELMAN FINANCIAL ENGINES, LLC
6550 Rock Spring Drive,
Suite 510,
Bethesda, MD 20817
19 Not Specified Not Specified Fee-Based
Tom Magyar
RFC®, CRPC®
EDELMAN FINANCIAL ENGINES, LLC
12510 Prosperity Drive,
Suite 350,
Silver Spring, MD 20904
33 Not Specified Not Specified Fee-Based
David Middleton
CFP®, AIF®
MIDDLETON ADVISORY
3 Bethesda Metro Center,
Suite 700,
Bethesda, MD 20814
14 ~$16,000,000 $500,000 Fee-Only
Gian Deguzman
CRPC®, CWS®, ChFC®
EDELMAN FINANCIAL ENGINES, LLC
1750 Tysons Boulevard,,
Suite 1140,
Tysons Corner, VA 22102
12 Not Specified Not Specified Fee-Based
Geoffrey Burroughs
Certified Divorce Financial Analyst(CDFA), CFP®, Financial Planning Specialist
HARBOR INVESTMENT ADVISORY
2330 W. Joppa Rd,
Lutherville, MD 21093
12 Not Specified 250000 Fee-Based
Bryan Beatty
Accredited Investment Fiduciary® (AIF), CFP®
EGAN, BERGER AND WEINER, LLC
1919 Gallows Rd, Suite 980,
Vienna, VA 22043
23 Not Specified $250K and up Fee-Based
Jonathan Saxon
RFC®
EDELMAN FINANCIAL ENGINES, LLC
901 Dulaney Valley Road,,
Suite 901,
Towson, MD 21204
16 Not Specified Not Specified Fee-Based
Christy Martinich
CFP®
EDELMAN FINANCIAL ENGINES, LLC
4000 Legato Road, 9th Floor,
Fairfax, VA 22033
16 Not Specified Not Specified Fee-Based
Sean Connolly
CFP®, CIMA®
EDELMAN FINANCIAL ENGINES, LLC
1800 Diagonal Road,
Suite 480,
Alexandria, VA 22314
9 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Frederick

Qualifications CRD# 4486327
Firm CRD# 10111
Series 6, 26, 63, 65

Compensation/Fee Fee-Based, Commissions, Based on Assets


Office Location 5283 Corporate Drive,
Suite 204,
Frederick,
MD
21703
Phone Number 240-575-5900

With over two decades of experience in the financial services industry, I continue to see how underserved so many people are with their financial advisor, or lack thereof. I believe that true success is measured by how many others you help become successful and my fulfillment comes from helping people create the financial lives they envision for themselves and their families. When I was 2 years old, my parents began building their financial services business. Growing up and seeing first-hand the thousands of clients that have been able to achieve their financial goals and have peace of mind is what attracted me to this career. I achieved my first professional license in 2001 at the age of 18 to continue our family's legacy of making a positive difference in the lives of others. I'm fortunate to have had the unique experience of working with many different generations of clients and their families. This gives me the foresight to know how someone's financial needs will change over time and to confidently navigate them through all stages of their financial journey; to plan not just for the immediate future, but for a lifetime. I have an amazing daughter, Grace, who is my biggest motivation to be the best example of integrity, commitment, and service to others that I can be. My commitment is to provide our clients with greater peace of mind, knowing they have a plan and an accountability partner who will come alongside them to help make good decisions and guide them towards success throughout their entire financial journey.

About Primerica Advisors

Primerica has been committed to helping families save and invest for their futures since 1977. Through PFS Investments Inc., Primerica's broker-dealer, we show people how they can achieve a better financial future by helping them learn our HOW MONEY WORKS™ concepts. With approximately 2.5 million client accounts, we offer the best solutions aimed to help families achieve their financial goals. With Primerica, no client is too big or too small.

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, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 6339074
Firm CRD# 104510

Compensation/Fee Fee-Based


Office Location 19775 Belmont Executive Plaza,
Suite 530,
Ashburn,
VA
20147
Phone Number 703-251-0156

From growing up in Gaithersburg, MD, to graduating from Virginia Tech, to living in Arlington, VA, I have spent my whole life in the Washington, D.C., area. I'm from a family of numbers, with both my parents and oldest brother being accountants, and I have been in the financial planning industry since 2014.

About Edelman Financial Engines, LLC

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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 4130719
Firm CRD# 2881
Series 6, 7, 63, 65, 66

Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets


Office Location 6011 University Blvd Suite 370,
Ellicott City,
MD
21043
Phone Number 443-956-1216

Doug Miller has worked in the financial services industry since January 3rd of 2000. From 1993-1999 he practiced Estate Planning and Business law. While in law school he worked at the SEC in the enforcement division. He is married and has 3 daughters. Two are currently at the University of Maryland and one is a graduate from Maryland and heading to PA school. He enjoys spending time with his family and participating in Ironman competitions.

About Northwestern Mutual

In our view, there is only one financial risk: not having the money to do the things you want to do. Our job is to make sure that you can. 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.

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, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 3195675
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 6550 Rock Spring Drive,
Suite 510,
Bethesda,
MD
20817
Phone Number 301-547-3169

Being a financial planner for over 20 years has given me the opportunity to help many people plan and reach their financial goals. Everybody has a dream for their future and I feel privileged to help my clients fulfill theirs. In my spare time, I enjoy hanging out with my kids, playing a little golf and following University of Maryland athletics.

About Edelman Financial Engines, LLC

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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 1776325
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 12510 Prosperity Drive,
Suite 350,
Silver Spring,
MD
20904
Phone Number 301-563-9015

I'm passionate about working with my clients and their families to help them achieve their financial and personal goals. In my free time, I enjoy spending time with my family and friends and pursuing outdoor activities including cycling, hiking, and skiing.

About Edelman Financial Engines, LLC

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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


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.

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.

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# 5298082
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 1750 Tysons Boulevard,,
Suite 1140,
Tysons Corner,
VA
22102
Phone Number 703-718-5103

As a financial planner, I take great pride in helping my clients find simple yet meaningful solutions to the complexities of their unique situation. Outside of work, I enjoy spending time with family and staying active outdoors.

About Edelman Financial Engines, LLC

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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 5379858
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

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# 2207998
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.

About Egan, Berger and Weiner, LLC

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.


Qualifications CRD# 4789005
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 901 Dulaney Valley Road,,
Suite 901,
Towson,
MD
21204
Phone Number 410-823-0592

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. I'm also an avid reader of fiction and non-fiction.

About Edelman Financial Engines, LLC

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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 5103818
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 4000 Legato Road, 9th Floor,
Fairfax,
VA
22033
Phone Number 703-251-0149

I am passionate about building long-term relationships with my clients and helping them achieve their goals. I believe personalized service is essential to building, implementing and maintaining a successful financial plan. I am happily married to my husband John and we have two beautiful daughters. Away from the office, I enjoy live music, cooking, traveling, and most of all just sitting on our front porch with family and friends.

About Edelman Financial Engines, LLC

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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 5743288
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 1800 Diagonal Road,
Suite 480,
Alexandria,
VA
22314
Phone Number 703-677-9729

As a financial planner, I take great pride in helping my clients find simple yet meaningful solutions to the complexities of their unique situation. Outside of work, I enjoy spending time with family and staying active outdoors.

About Edelman Financial Engines, LLC

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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Top Financial Advisor Firms in Frederick, Maryland (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Veridian Capital Partners
7101 Guilford Drive, , Suite 104,
Frederick, MD 21704
$348,049,192 1898 A percentage of AUM
Hourly charges
Fixed fees
Turning Point Financial
7210 Corporate Ct. , Ste A,
Frederick, MD 21703
$233,642,323 1560 A percentage of AUM
Fixed fees
Wealthplans, Llc
5970 Frederick Crossing Lane , Suite 201,
Frederick, MD 21704
$167,216,100 368 A percentage of AUM
Potomac Asset Management Co Inc
5 South Market Street , 4th Floor,
Frederick, MD 21701
$114,264,799 16 A percentage of AUM
Fixed fees
Performance Based

    List of Additional Advisors in Frederick, Maryland*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Betsy Pakenas
    Inquire with Betsy
    30 W Patrick Street, 7th Fl, Frederick, MD  21701 301-696-8248
    Andrew Ataras
    Inquire with Andrew
    7101 Guilford Dr, Ste 104, Frederick, MD  21704 301-682-8400
    Brian Runkles
    Inquire with Brian
    7101 Guilford Dr, Ste 104, Frederick, MD  21704 301-360-9840
    Almacy & Davies Financial Group
    Inquire with Almacy
    5100 Buckeystown Pike, Suite 275, Frederick, MD  21704 301-698-1405
    Chandru Ramachandran
    Inquire with Chandru
    7101 Guilford Dr, Ste 104, Frederick, MD  21704 301-682-8400
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    30 W Patrick Street, 7th Fl, Frederick, MD  21701 301-663-8833
    Higher Ground Financial Group, Inc.
    Inquire with Higher
    5970 Frederick Crossing Lane, Suite 100, Frederick, MD  21704 240-393-3842
    James M Cholet
    Inquire with James
    30 W Patrick Street, 7th Fl, Frederick, MD  21701 301-631-7104
    Derek McGee
    Inquire with Derek
    30 W Patrick Street, 7th Fl, Frederick, MD  21701 301-696-8243
    Sid Huguenin IV
    Inquire with Sid
    30 W Patrick Street, 7th Fl, Frederick, MD  21701 301-696-8255
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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.

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