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Find Top Financial Advisors in Mount Washington, Maryland

How To Find Trusted Financial Advisors in Mount Washington, Maryland

Qualified Financial Advisors in Mount Washington, Maryland

VETTED
Financial Advisor
Geoffrey BurroughsCFP®, Financial Planning Specialist, CDFA®Harbor Investment Advisory2330 W. Joppa RdLutherville, MD 21093
Experience12 Years
AUMNot Specified
Minimum Assets$250,000
Fee StructureFee-Based
Financial Advisor
Facet 400 East Pratt StreetBaltimore, MD 21202
ExperienceN/A
AUMNot Specified
Minimum AssetsNot Specified
Fee StructureFee-Only
Financial Advisor
Chris SchiesserCFP®Prudential Advisors303 International Cir #105Hunt Valley, MD 21030
ExperienceNot Disclosed
AUMNot Specified
Minimum AssetsNot Specified
Fee StructureNot Specified
Financial Advisor
Doug Miller J.D.CFP®, CLU®Northwestern Mutual6011 University Blvd Suite 370Ellicott City, MD 21043
Experience21 Years
AUM$6,100,000,000
Minimum Assets$50,000,000
Fee StructureFee-Based
Financial Advisor
Edelman Financial Engines, LLC
6031 University BoulevardEllicott City, MD 21043
900 Bestgate RoadAnnapolis, MD 21401
12510 Prosperity DriveSilver Spring, MD 20904
4050 Crums Mill RoadHarrisburg, PA 17112
ExperienceN/A
AUM$0
Minimum AssetsNot Specified
Fee StructureFee-Only
Financial Advisor
Tom HagighEPE Wealth Advisors1321 Generals HighwayCrownsville, MD 21032
Experience30 Years
AUMNot Specified
Minimum Assets$500,000
Fee StructureFee-Based
Financial Advisor
Nilos T. SakellariouCFMNTS Bearing-Total Wealth Management.61 Cornhill StreetAnnapolis, MD 21401
Experience29 Years
AUM$200,000,000
Minimum Assets$500,000
Fee StructureFee-Only
Financial Advisor
Scarborough Capital Management1906 Towne Centre BlvdAnnapolis, MD 21401
ExperienceN/A
AUM$1,300,000,000
Minimum AssetsNot Specified
Fee StructureNot Specified
Financial Advisor
Savant Wealth Management
1945 Old Gallows RoadVienna, VA 22182
1869 Charter LaneLancaster, PA 17601
ExperienceN/A
AUM$0
Minimum AssetsNot Specified
Fee StructureFee-Only
Financial Advisor
Diversified, LLC3705 Concord PikeTalleyville Postal Store, DE 19803
ExperienceN/A
AUM$1,900,000,000
Minimum Assets$250,000
Fee StructureFee-Based
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Information on Qualified Financial Advisors in Mount Washington, Maryland

Geoffrey Burroughs
VETTED
Geoffrey BurroughsCFP®, Financial Planning Specialist, CDFA®
Harbor Investment Advisory
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
Compensation/Fee
Fee-Based, Based on Assets
Office Location
2330 W. Joppa Rd,Lutherville,MD 21093
Phone Number
410-659-8905
Facet
VETTED
Facet
About Facet
At Facet, it's simple. Financial planning should be for everyone (not just the wealthy). It starts with a flat membership fee (which won't change even as your money grows) that sets us apart from traditional firms. Every Facet member works with a CERTIFIED FINANCIAL PLANNER professional who puts you first and will adapt and evolve your personalized financial roadmap as your life and needs change. Book a free, no obligation intro call with Facet today to learn about membership options.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Qualifications
Compensation/Fee
Fee-Only, Flat Fee
Office Location
400 East Pratt Street,8th Floor,Baltimore,MD 21202
Phone Number
443-376-6222
Chris Schiesser
VETTED
Chris SchiesserCFP®
Prudential Advisors
About Chris Schiesser

As a CFP®, I am held to the highest professional and ethical standards. With over 12 years experience, I help remove the guesswork and help you understand the implications of all financial decisions.

I take time to educate my clients, never losing sight of each individual's risk tolerance, time-frame, and experience. My comprehensive approach to helps you realize your financial goals.

I'm Most Proud Of: Hearing from clients about how financial planning helped improve their life, overcome challenges, and develop confidence for the future. There's nothing better!

About Prudential Advisors
Prudential Advisors is a renowned financial services leader with a rich history of helping individuals and institutions pursue financial security and prosperity.

We are dedicated to providing comprehensive financial planning and advisory services. Our mission is to help individuals, families, and businesses achieve their financial goals through personalized and strategic financial solutions.
Qualifications
CRD# 5023056Firm CRD# 8733Series 6, 7, 63, 65
Compensation/Fee
Office Location
303 International Cir #105,Hunt Valley,MD 21030
Phone Number
410-937-7578
Doug Miller J.D.
VETTED
Doug Miller J.D.CFP®, CLU®
Northwestern Mutual
About Doug Miller J.D.
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# 4130719Firm CRD# 2881Series 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
Edelman Financial Engines, LLC
VETTED
Edelman Financial Engines, LLC
About Edelman Financial Engines, LLC
Get a free financial plan

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.24 million clients and more than $326 billion assets under management (as of December 31, 2025) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.
Qualifications
Compensation/Fee
Fee-Only, Based on Assets, Fee-Based
Tom Hagigh
VETTED
Tom Hagigh
EPE Wealth Advisors
About Tom Hagigh
Tom has been a dedicated financial advisor for over 30 years. He began his career in 1995 at Legg Mason after earning his MBA from Loyola College in Maryland. In 2004, Tom achieved his CERTIFIED FINANCIAL PLANNER® certification and holds additional certifications as a Certified Exit Planning Advisor (CEPA®) and Certified in Long-Term Care (CLTC®). He specializes in helping small business owners and affluent investors maximize their retirement savings and potentially retire earlier than planned through the use of specialized retirement strategies. Tom also assists clients with investment management, life insurance, long-term care and disability insurance, college planning, and more.

A lifelong Maryland resident, Tom lives in Severna Park with his wife, Marie, and their sons, Eddie and Graham. When he's not working, Tom enjoys playing golf and spending quality time with his family.
About EPE Wealth Advisors
No needs are more important than your own. We take pride in aligning our goals with yours, ensuring that we don't just work for you, but with you. We work with you to understand who you are as an individual, as an investor, and as a business owner.

Our mission is to help you define your financial objectives and collaboratively develop a plan tailored to your unique needs and preferences. We are committed to acting in your best interest and are proud to offer comprehensive financial planning resources, including access to education, advice, planning, and consultation, all designed to support your business's growth and success.
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, Insurance Products & Annuities
Qualifications
Compensation/Fee
Fee-Based, Commissions, Based on Assets
Office Location
1321 Generals Highway,Suite 300,Crownsville,MD 21032
Phone Number
410-923-8686
Nilos T. Sakellariou
VETTED
Nilos T. SakellariouCFM
NTS Bearing-Total Wealth Management.
About Nilos T. Sakellariou
please email me for a current biography. Or visit my firm's website for additional information www.NTSBEARING.com
About NTS Bearing-Total Wealth Management.
NTS Bearing is a registered branch of Arete Wealth Management LLC., member FINRA, SIPC & NFA. NTS Bearing offers the professional experience and investment knowledge of Mr. Nilos T. Sakellariou, CFM, who for over 27 years has helped high net-worth individuals and prominent families achieve their financial goals, grow & preserve their wealth and build lasting legacies for their future generations and loved ones.

Using a private family office model, Mr. Sakellariou manages his firm within the parameters of his core principles: trust, knowledge, integrity, discretion and an unwavering focus on overall investment results. The firm's emphasis on the private family office model ensures a level of service which distinguishes and sets NTS Bearing apart from the standard cookie-cutter mentality prevalent at the big-name investment houses. The firm is uniquely positioned to offer customized investment strategies tailored to each client's unique circumstance. Mr. Sakellariou's proprietary CORE Equity Strategies and Defensive Capital Appreciation Methodology provide unique opportunities for those clients who desire more breadth from their investment portfolios.

I sincerely invite you to contact us to fully appreciate how my firm can enhance your family's financial future.
Advisory Services Provided
Portfolio Management, Risk Management
Qualifications
CRD# 2108146Firm CRD# 124504Series 7, 10, 31, 63, 65, 66
Compensation/Fee
Fee-Only
Office Location
61 Cornhill Street,Annapolis,MD 21401
Phone Number
410-263-1313
Scarborough Capital Management
VETTED
Scarborough Capital Management
About Scarborough Capital Management

Scarborough Capital Management was founded on the belief that everyone deserves access to high quality financial advice.

In the late 1980’s, many financial firms were focused on serving the wealthy. Scarborough set out to provide something different. We wanted to offer a service that was practical for everyone, not just a small percentage of the population. So we introduced 401(k), 403(b) and Thrift Savings Plan management services to American workers in the heartland.

Soon after, we broadened our scope to offer comprehensive financial planning, so we could help clients simplify their entire financial lives.

Our evolution didn’t stop there. Several years later, we saw that our clients were busy and often didn’t have time to drive to our offices for meetings. So we were one of the first firms to offer “virtual” advisory services. This allowed us to begin serving people from coast to coast.

Fast forward to the present day…while we’ve expanded, we’ve remained a close-knit team of professional advisors with a lot of shared history. Everyone on our team shares a passion for providing practical advice so you have the best chance of reaching your goals.

Most importantly, we have adhered to our founding beliefs:

  • Financial advice must be practical. We act more like a financial coach instead of old-fashioned “stock broker”. There’s nothing we love more than helping you map out all of your financial goals….then helping you work toward them one by one!
  • Getting advice must be convenient. You’re busy, so we interact with you whichever way you prefer: in person, or by email, phone and online conference.

Thirty years later, we now oversee more than $1 billion in assets. We’re incredibly honored to serve as a trusted partner for so many individuals and families.

Qualifications
Compensation/Fee
Office Location
1906 Towne Centre Blvd,Annapolis,MD 21401
Phone Number
410-573-5700
Savant Wealth Management
VETTED
Savant Wealth Management
About Savant Wealth Management
Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts
Qualifications
Compensation/Fee
Fee-Only, Based on Assets
Office Locations
Diversified, LLC
VETTED
Diversified, LLC
About Diversified, LLC
Wealth is a good thing. Lifelong wealth is even better.

At Diversified, our clients know that while life isn't without change and challenge, it's how they manage it that makes all the difference. They also know that they need to surround themselves with people who truly care about them. As a local family business serving executives, professionals, and retirees in Delaware and Pennsylvania, we welcome the opportunity to be included in your circle of trusted advisors. We realize we'll need to earn it, and once we do, we promise to keep it.
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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Compensation/Fee
Fee-Based, Based on Assets
Office Location
3705 Concord Pike,Talleyville Postal Store,DE 19803
Phone Number
302-765-3500

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