Find Top Financial Advisors in Lutherville Timonium, Maryland

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Qualifications of Financial Advisors in Lutherville Timonium

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Qualified Financial Advisors in Lutherville Timonium, Maryland
Financial Advisor Office Location Phone Number
Geoffrey Burroughs
Harbor Investment Advisory
2330 W. Joppa Rd,
Lutherville, MD  21093
(410) 659-8905
Brandon Oliver
Oliver Wealth Management
901 Dulaney Valley Road, Suite 701,
Towson, MD  21204
(410) 343-7125
Adam Schreiber, RICP
Mid-Atlantic Financial Group
303 International Dr,
Hunt Valley, MD  21030
(443) 886-2260
George Pikounis
345 N Charles St,
Baltimore, MD  21201
(410) 469-9532
Nick Ibello
Williams Asset Management
8850 Columbia 100 Parkway,
Columbia, MD  21045
(410) 740-0220

Information on Qualified Financial Advisors in Lutherville Timonium

Qualifications CRD# 5379858
Series 7, 31, 66

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets

Office Location 2330 W. Joppa Rd,
Phone Number (410) 6598905

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# 3251099
FirmCRD# 25536

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets

Office Location 901 Dulaney Valley Road, Suite 701,
Phone Number (410) 3437125

With over 20 years of experience, Brandon has learned that most clients want the same thing: an honest relationship with a professional who genuinely wants to help them achieve their goals. And so, wanting to fulfill that mandate, Brandon founded Oliver Wealth Management, a firm free of conflicts of interest and Old Wall Street bias. Unlike firms that are focused on selling products, Oliver Wealth Management is focused on one thing the financial success of its clients. Brandon's interest in finance and investing began in college, and his entrepreneurial spirit and desire to build led him into the brokerage business. Brandon credits his father, Richard, for instilling the belief that he can be successful against enormous odds. Armed with a Bachelor of Science Brandon graduated from Towson University on a Monday and started his career with Morgan Stanley on a Tuesday. Brandon started in a class of 280 trainees at 2 World Trade Center in New York. After three weeks of training, he started his career in downtown Baltimore with a phone and a Criss Cross directory. After 3 years, 35 trainees remained and Brandon finished #1 in the class. He was National Sales Director award winner each of his first 3 years with Morgan.

About Oliver Wealth Management

Wealth Management with a Difference Accumulating wealth is only part of the equation, but that?s what most financial advisors focus on. So you're left to ride the ups and downs of the market without proper risk control. We believe you deserve better. That's why at Oliver Wealth Management, we apply financial science to all parts of your financial life. It starts with careful management of all the variables within your control. We include strategies for asset preservation and income distribution.

Qualifications CRD# 6800232
Series 7, 63, 66

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Commissions, Flat Fee

Office Location 303 International Dr,
Suite 105,
Hunt Valley,
Phone Number (443) 8862260

Adam is a Financial Planner who specializes in Retirement readiness. He is originally from Pennsylvania and studied Business Management at Penn State University where he met his wife. They both live in Baltimore county with their son Maxwell. Adam began working in the financial services industry to provide sound advice that can help people avoid the mistakes that his family made as he was a youth. He firmly believes that every financial decision that you make should be based on the outlook of your overall financial picture and not on just the benefits or drawbacks of a specific product. He is a Presidents Council member and is currently studying for his CFP.

About Mid-Atlantic Financial Group

We work with individuals and businesses to help them protect and growth their wealth.

Qualifications CRD# 5955876
FirmCRD# 120278
Series 65, 66

Compensation/Fee Fee Only, Based on Assets

Office Location 345 N Charles St,
Phone Number (410) 4699532

George has been in the Finance Industry since 2011 and has worked at T.Rowe Price and TD Ameritrade. He enjoys building long-lasting relationships with his clients and he has found his passion in helping people achieve their financial goals. George studied Communications at Lycoming College, and uses his background to effectively convey the message of financial health and goal planning. Because of this, he has become effective in the wealth management space, working with clients of all sizes, from those just starting out, to individuals with 5 million+ under management. Born and raised in Baltimore, George is a lover of all things Maryland and is an avid Baltimore sports fan. When out of the office, you will find him cheering on the Orioles and the Ravens, as well as spending time with his family, friends, and his three dogs.

About InvestEd

Everyone should know what their money is doing. But these days, we get wrapped up in charts and fine print, and guys on TV yelling buy-sell-hold, and it’s clear that Wall Street isn’t looking out for you or me. InvestEd is designed to get rid of all that noise. We believe in smart money for everyone–no matter age, income or career path–we want you to have the financial means to reach your life goals. So we provide free, clear and straightforward financial information, that’s specific and unbiased. We’re not tied to big banks, and we’re real people with real offices in downtown Baltimore, not just a chat window or a voice on the phone. There’s no minimum to start, and we charge a simple .95% fee–no hidden charges, no commissions, no fine print.

Qualifications CRD# 2470323
FirmCRD# 2470323
Series 66

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Flat Fee, Hourly

Office Location 8850 Columbia 100 Parkway,
Suite 204,
Phone Number (410) 7400220

Born and raised in Baltimore, Nick graduated cum laude with a BA in economics and a concentration in finance from St. Mary's College of Maryland. After cutting his teeth at T. Rowe Price, Nick began looking for a firm that more closely matched his philosophy, investment process, and passion for helping people reach their financial goals joining Williams Asset Management as a full-time wealth manager. Nick has earned prestigious designations, including CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary® credentials. Nick is married to his beautiful wife, Jami, and they currently reside in the vibrant Canton area of Baltimore City. After witnessing the polarizing income levels and economic conditions in the city first-hand, Nick decided to volunteer through the CASH Campaign of Maryland's Pro-Bono Financial Planning Program. A program that has been specifically designed to provide free access to quality financial planning guidance and coaching for low-to-moderate income individuals and families in Baltimore and across Maryland.

About Williams Asset Management

Wealth management is about much more than crafting investment portfolios. It's about translating your financial goals into a comprehensive plan with specific strategies and actions that carefully balance your short-term needs with your long-term aspirations. It's about planning for the unexpected and putting protections in place to ensure the well-being of your loved ones. And it?s about preparing the next generation for the challenges of wealth. In the words of Henry David Thoreau,"Wealth is the ability to fully experience life."

List of Additional Financial Advisors in or around Lutherville Timonium, Maryland
Financial Advisor Office Location Phone Number
David Baitel
Prudential Advisors
10 Crossroads Dr,
Owings Mills, MD  21117
(443) 878-3847
Hugh Fitzpatrick
Princeton Capital Managment
1014 W 36th St,
Baltimore, MD  21211
(410) 241-4703
Michael Balakirsky MBA
LPL Financial
11755 Bragdon Wood,
Clarksville, MD  21029
(410) 528-8688

Information on Additional Financial Advisors in or around Lutherville Timonium, Maryland

David Baitel

Prudential Advisors

Qualifications CRD# 4608719
Series 6, 7, 63, 65

Tel: (443) 8783847
10 Crossroads Dr,
Suite 117,
Owings Mills,

Hugh Fitzpatrick

Princeton Capital Managment

Tel: (410) 2414703
1014 W 36th St,

Michael Balakirsky MBA

LPL Financial

Qualifications CRD# 4812251
FirmCRD# 6413
Series 7, 24, 66

Tel: (410) 5288688
11755 Bragdon Wood,

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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.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?