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.
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
non-vetted advisors in your local area. These financial advisors in
have an average of
years of experience.
NOTE: The list of financial advisors in Salisbury, 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 Salisbury, Maryland.
|Qualified Financial Advisors in Salisbury, Maryland|
|Financial Advisor||Experience||AUM||Minimum Assets||Fee Structure|
|G. Adair Tyler
25020 Shore Parkway,
Onley, VA 23418
Firm CRD# 6413
Series 7, 66
Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets
25020 Shore Parkway,
VA 23418 Phone Number 757-787-4279
Adair prides himself in assisting clients with goal setting and life planning, making sure that the best laid plans aren't derailed. After 12 years advising for some of the largest firms in the industry, Adair has learned that helping clients on a more personal level is what's most important. Along with his financial advising skills, Adair draws on skills learned from a career in information technology at Autotrader.com and Cisco Systems. Prior to earning a Bachelor's degree from Virginia Wesleyan College, he served in the US Army in a MLRS, Rocket battalion, both stateside and in Europe, as well as the first Gulf War, garnering several meritorious awards. Adair enjoys developing and implementing strategies for his hard-working, motivated clients. In conjunction with technological planning tools, Adair follows a disciplined planning process, assessing the financial situation, understanding volatility tolerance, forming asset allocations, planning for future care, inheritance or estate issues, and monitoring the plan regularly. Adair has also implemented several retirement plans for businesses and non-profits. Adair is supported by resources from several large research firms, active and passive money managers as well as insurance specialists, legal and trust specialists and a supportive team structure. Adair is a Registered Representative of LPL Financial and an Investment Advisor Representative of LPL Financial. Born and raised on The Eastern Shore and growing up in the town of Parksley, Adair currently resides in Onancock. Bayside to Seaside and Bow to Stern, he is glad he moved back home after 20 years being out in the wide world. Adair enjoys boating, spending time with his wife Jennifer, and cheering on his children Carolin, Matthew, Noah, Virginia and Charlotte, at their games!
We at Chesapeake Investment Planning LLC desire to know and understand your financial objectives and then provide you with the highest quality of information, service, and products to help you reach your goals. Our commitment to our clients is based on the relationship we form with them, both professionally and personally. We provide frequent, consistent contact with our clients to educate and inform them so that proper decisions can be made going forth. We engage with our clients on a regular basis as a result of the numerous social events we host during the year. We offer all of our knowledge and experience to keep our clients focused on a disciplined approach to realizing their dreams. Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attentionfrom planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Insurance Products & Annuities
Top Financial Advisor Firms in Salisbury, Maryland (Ranked by AUM)
|Firm Name||AUM||No. of Clients||Fee Structure|
|PKS INVESTMENT ADVISORS LLC
1801 Sweetbay Drive,
Salisbury, MD 21804
A percentage of AUM
* Additional advisors listing is provided in partnership with Yext
|Financial Advisor||Office Location||Phone Number|
|Morgan Stanley Financial Advisors
Inquire with Morgan
|150 West Market St, Ste 301, Salisbury, MD 21801||410-341-7900|
Inquire with Danielle
|2324 N Zion Rd, Ste 109, Salisbury, MD 21801||410-860-1137|
Inquire with Matt
|150 West Market St, Ste 301, Salisbury, MD 21801||410-341-7926|
|The Robins Group
Inquire with Robins
|150 West Market St, Ste 301, Salisbury, MD 21801||410-341-7911|
Inquire with Stan
|150 West Market St, Ste 301, Salisbury, MD 21801||410-341-7911|
Inquire with David
|150 West Market St, Ste 301, Salisbury, MD 21801||410-341-7902|
Inquire with Bruce
|150 West Market St, Ste 301, Salisbury, MD 21801||410-341-7917|
Inquire with Daniel
|150 West Market St, Ste 301, Salisbury, MD 21801||410-341-7913|
Inquire with Garrett
|150 West Market St, Ste 301, Salisbury, MD 21801||410-341-7907|
|Delmarva Wealth Management, LLC
Inquire with Delmarva
|543 Riverside Drive, Suite B, Salisbury, MD 21801||410-912-4286|
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?