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.
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 |
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.
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.
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.
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.
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
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.
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.
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 |
* 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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