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Find Top Financial Advisors in Lutherville Timonium, Maryland

Advisor Match

WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Lutherville Timonium, Maryland. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisors in Lutherville Timonium

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

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
Nasser Ali
Heritage Financial Consultants
307 International Circle,
Hunt Valley, MD  21030
(410) 771-5429
Jonathan Saxon
Edelman Financial Engines, LLC
901 Dulaney Valley Road,,
Towson, MD  21204
(410) 823-0747
Adam Schreiber, RICP
Mid-Atlantic Financial Group
303 International Dr,
Hunt Valley, MD  21030
(443) 886-2260
David Polischeck
Creative Planning
---,
Hampstead, MD  21074
(410) 387-5922
Nick Ibello
Williams Asset Management
8850 Columbia 100 Parkway,
Columbia, MD  21045
(410) 740-0220
Michelle Muhammed
Edelman Financial Engines, LLC
12510 Prosperity Drive,
Silver Spring, MD  20904
(301) 563-9015
Seth Gusman
Edelman Financial Engines, LLC
900 Bestgate Road, Suite 407,
Annapolis, MD  21401
(888) 752-6742
Ken Grier
Edelman Financial Engines, LLC
1 Research Court Suite 450,
Rockville, MD  20850
(301) 963-1000
David Middleton
Middleton Advisory
3 Bethesda Metro Center,
Bethesda, MD  20814
(202) 503-4015
Nadira Deery
Creative Planning
---,
Baltimore, MD  20015
(703) 483-1124
Kevin Colleran
Edelman Financial Engines, LLC
6550 Rock Spring Drive,
Bethesda, MD  20817
(301) 547-3169
David Burgess
Creative Planning
---,
Arlington, VA  22205
(202) 763-3629
Jeremy Laughton
Creative Planning
7601 Lewinsville Rd. Suite 206,
McLean, VA  22102
(703) 621-4968
Mark Cohen
Creative Planning
7601 Lewinsville Rd. Suite 206,
McLean, VA  22102
(703) 847-8900
Weston Burnett
Creative Planning
7601 Lewinsville Rd. Suite 206,
McLean, VA  22102
(703) 621-4962
Michael Krowe
Edelman Financial Engines, LLC
1750 Tysons Blvd.,
Tysons Corner, VA  22102
(703) 227-0534
Bryan Beatty
Egan, Berger and Weiner, LLC
1919 Gallows Rd, Suite 980,
Vienna, VA  22043
(703) 506-0843
Gian Deguzman
Edelman Financial Engines, LLC
8100 Boone Boulevard Suite 640,
Vienna, VA  22182
(703) 288-6988
Mark Salow
Creative Planning
---,
Alexandria, VA  22314
(202) 768-3754
Scott Morrello
Edelman Financial Engines, LLC
1800 Diagonal Road,
Alexandria, VA  22314
(571) 257-1667
Mark Kuniholm
Creative Planning
---,
Herndon, VA  20170
(703) 859-2463

Information on Qualified Financial Advisors in Lutherville Timonium

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) 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, Based on Assets


Office Location 901 Dulaney Valley Road, Suite 701,
Towson,
MD 
21204
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# 2637987
FirmCRD# 3978
Series 7, 24, 63, 65

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


Office Location 307 International Circle,
Suite 390,
Hunt Valley,
MD 
21030
Phone Number (410) 7715429

NASSER ALI, CFA, CAIA, CFP®, AAMS®, CMFC®, CRPC® is the Director of Investment Management at Heritage Financial Consultants. Nasser is tasked with delivering and managing Heritage's investment management process. Nasser has been involved with investment management for over 25 years. Nasser's experience consists of most aspects of investment management including portfolio design and management, econometric modeling, capital market research, security analysis, manager and product due diligence as well as trading. Nasser comes to Heritage Financial Consultants by way of Lincoln Financial Advisors (LFA) most recently holding the title of Director of Financial Advisory Services where he was responsible for overseeing the delivery of investment planning. While at LFA, Nasser was a member of LFA's Investment Policy Committee, Steering List Committee and Product Review Committee. Previously, Nasser held portfolio manager and analyst positions at Legg Mason as well as various investment related positions at Calvert Funds and Calvert Funds' affiliated companies.

About Heritage Financial Consultants

We approach the financial marketplace with a fresh perspective, identifying opportunities and solutions that are innovative and effective. Youll see from the start that our priority is you, and that our approach reflects that. Heres what sets us apart. 1) We start by getting to know you and what you want to accomplish. We meet throughout the year to ensure that your financial plan is aligned with your current lifestyle, as well as any relevant changes to legislation. 2) We work closely with you to develop a customized plan designed to protect and grow your wealth in line with your personal values and goals. We provide personalized, one-on-one attention, backed by a robust team and access to a range of resources and experience to help you achieve your financial goals. 3) Your finances affect every aspect of your life. We look beyond our relationship with you to consider a wider perspective, proactively engaging with your team of trusted advisors  lawyers, accountants, and more  to enhance our strategies and strengthen our plans for your unique situation. 4) Our team is an integral part of your success. Our highly educated professionals possess key licenses that speak to their ability to provide guidance, and they are continually learning about new strategies and resources to share with you.



Qualifications CRD# 4789005
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 901 Dulaney Valley Road,,
Suite 901,
Towson,
MD 
21204
Phone Number (410) 8230747

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. Im 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 advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 6800232
Series 7, 63, 66

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


Office Location 303 International Dr,
Suite 105,
Hunt Valley,
MD 
21030
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# 2821648
FirmCRD# 105348


Office Location ---,
Hampstead,
MD 
21074
Phone Number (410) 3875922

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 2470323
FirmCRD# 2470323
Series 66

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


Office Location 8850 Columbia 100 Parkway,
Suite 204,
Columbia,
MD 
21045
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."



Qualifications CRD# 4290958
FirmCRD# 104510
Series 7, 9, 10, 24, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 12510 Prosperity Drive,
Suite 350,
Silver Spring,
MD 
20904
Phone Number (301) 5639015

Joined Edelman Financial Engines in 2013. Began her career in the financial services industry in 2004. Earned the Chartered Financial Consultant and Certified Financial Planner certification(s). Bachelor's degree in Chemistry from Seton Hall University.

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 advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 2977429
FirmCRD# 104510
Series 6, 7, 31, 63, 65, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 900 Bestgate Road, Suite 407,
Suite 250,
Annapolis,
MD 
21401
Phone Number (888) 7526742

I'm a veteran of the United States Coast Guard. Since completing my military service, I have spent my career focused on helping as many people as possible to plan their financial lives and retire with dignity.

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 advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 5660826
FirmCRD# 104510
Series 6, 63, 65

Compensation/Fee Fee Based Only - No Commissions, Based on Assets


Office Location 1 Research Court Suite 450,
Rockville,
MD 
20850
Phone Number (301) 9631000

Joined Edelman Financial Engines in 2012. Began his career in the financial services industry in 2009. Successfully completed the Series 6, 63, and 65 examination(s) administered by FINRA. Earned the Certified Fund Specialist (CFS®) and Chartered Retirement Planning Counselor (CRPC® certification(s). Member of the Chesterfield Chamber of Commerce. He became a client of the firm in 2006 and that relationship resulted in him joining Financial Engines as a fiduciary advisor in 2012. Hometown is Richmond, VA, currently resides in Loudon County, VA. Married to Stacey and they have two daughters. Ken enjoys market history and research, traveling, range/target shooting, tennis. He also has a deep knowledge of real estate investing.

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 advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 5398638
FirmCRD# 155334
Series 65

Compensation/Fee Fee Only, Based on Assets


Office Location 3 Bethesda Metro Center,
Suite 700,
Bethesda,
MD 
20814
Phone Number (202) 5034015

David has seven 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 son.

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.



Qualifications CRD# 3262605
FirmCRD# 105348


Office Location ---,
Baltimore,
MD 
20015
Phone Number (703) 4831124

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 3195675
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 6550 Rock Spring Drive,
Suite 510,
Bethesda,
MD 
20817
Phone Number (301) 5473169

Joined Edelman Financial Engines in 2014. Began his career in the financial services industry in 1999. Earned the Certified Financial Planner certification(s). Bachelor's degree in Science of Finance from University of Maryland, College Park.

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 advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 5549859
FirmCRD# 105348


Office Location ---,
Arlington,
VA 
22205
Phone Number (202) 7633629

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 7213376
FirmCRD# 105348


Office Location 7601 Lewinsville Rd. Suite 206,
McLean,
VA 
22102
Phone Number (703) 6214968

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 2970697
FirmCRD# 105348


Office Location 7601 Lewinsville Rd. Suite 206,
McLean,
VA 
22102
Phone Number (703) 8478900

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 4395879
FirmCRD# 105348


Office Location 7601 Lewinsville Rd. Suite 206,
McLean,
VA 
22102
Phone Number (703) 6214962

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 4974719
FirmCRD# 104510
Series 7, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 1750 Tysons Blvd.,
Suite 910,
Tysons Corner,
VA 
22102
Phone Number (703) 2270534

Joined Edelman Financial Engines in 2009. Began his career in the financial services industry in 2007. Bachelor's degree in Information Systems from Radford University.

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 advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



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) 5060843

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# 5298082
FirmCRD# 104510
Series 7, 24, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 8100 Boone Boulevard Suite 640,
Vienna,
VA 
22182
Phone Number (703) 2886988

Joined Edelman Financial Engines in 2018. Began his career in the financial services industry in 2011. Successfully completed the Series 7, 24, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Attended George Mason University studying Communications. Married to Guadalupe. They have two children: Jayden and Anthony. Gian enjoys reading, movies, traveling, and spending time with his kids.

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 advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 4178341
FirmCRD# 105348


Office Location ---,
Alexandria,
VA 
22314
Phone Number (202) 7683754

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 6409061
FirmCRD# 104510
Series 6, 7, 63, 65


Office Location 1800 Diagonal Road,
Suite 480,
Alexandria,
VA 
22314
Phone Number (571) 2571667

I believe that every hard-working American deserves access to objective financial advice. Im passionate about understanding my clients so that I can provide them with meaningful advice and an actionable plan tailored specifically to their needs. In my spare time, I enjoy skiing, hiking, and reading. I also volunteer locally to help increase the financial literacy of future generations.

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 advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 3175136
FirmCRD# 105348


Office Location ---,
Herndon,
VA 
20170
Phone Number (703) 8592463

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



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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?