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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 - 01-Feb-2023

Frederick has 7 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 18 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
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
Scott Butera
CFP®
BUTERA WEALTH MANAGEMENT BY LPL FINANCIAL
6701 Democracy Blvd Suite 300, Offices 362 & 365,
Bethesda, MD 20817
25 Not Specified $250,000 Fee-Only
David Middleton
CFP®, AIF®
MIDDLETON ADVISORY
3 Bethesda Metro Center,
Suite 700,
Bethesda, MD 20814
14 ~$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 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
Michael T. Jobe
GLOVER PARK WEALTH MANAGEMENT, LLC
4100 W Street N.W. 213,
Washington, DC 20007
10 $47,000,000 50,000 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:

Money Management, Financial Advice & Consulting


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# 2946276
Firm CRD# 6413
Series 65

Compensation/Fee Fee-Only, Based on Assets


Office Location 6701 Democracy Blvd Suite 300, Offices 362 & 365,
Bethesda,
MD
20817
Phone Number 240-855-0424

Scott was destined to be a financial advisor. He has been passionate about finance for as long as he can remember and began pursuing opportunities to learn more about the industry as young as junior high school. Now with over 25 years of experience as a financial consultant, Scott holds his Series 65 license held with LPL Financial and is a Certified Financial Planner®. As Managing Director, Financial Advisor for his namesake business, Scott is driven by the desire to help his clients work towards pursuing their goals and supporting them on their financial journey. Clients appreciate Scott's positive demeanor, responsive, and genuine interest in their well-being. A graduate of the University of Maryland, Scott now resides in Bethesda, Maryland with his wife, Amelia, and their two children, Lucy and Will. Outside of work, Scott enjoys spending time with his family and cheering on his kids during their sporting events and acting performances. He also enjoys working on projects around the house and volunteering with the Montgomery County Coalition for the Homeless.

About Butera Wealth Management by LPL Financial

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients. For more information about LPL Financial, visit www.lpl.com. *Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine June 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report)

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities


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# 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

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
Firm CRD# 13572
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# 5179276
Firm CRD# 309793
Series 66

Compensation/Fee Fee-Based


Office Location 4100 W Street N.W. 213,
Washington,
DC
20007
Phone Number 202-926-3636

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.

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 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, Insurance Products & Annuities


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
Hourly charges
Fixed fees
WEALTHPLANS, LLC
5970 Frederick Crossing Lane , Suite 201,
Frederick, MD 21704
$167,216,100 368 A percentage of AUM
Hourly charges
POTOMAC ASSET MANAGEMENT CO INC
5 South Market Street , 4th Floor,
Frederick, MD 21701
$114,264,799 16 A percentage of AUM
Hourly charges
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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