Salisbury, MD
wiseradvisor

Compare 3 financial advisors near you matched to your specific needs
Personalized Advice For Portfolio Size of 100k And Above
  1. Tell Us Your Financial Goals
  2. Compare Advisors
  3. Select the Advisor That is Right For You

  Your Information is Safe and Secure

Find Top Financial Advisors in Salisbury, Maryland

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.

Finding the Top Financial Advisor in Salisbury, Maryland

Last Updated - May 13, 2024

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.

Are you a Financial Advisor in Salisbury?

Active investors submitted requests in your area. Do you qualify to be in our network and get matched?

Top Financial Advisor Firms in Salisbury, Maryland (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
PKS INVESTMENT ADVISORS LLC
1801 Sweetbay Drive, Salisbury, MD 21804
7 730 $149,236,404
A Percentage of AUM, Hourly charges, Fixed Fees

    Frequently Asked Questions

    Our directory for the state of Maryland features various types of financial advisors, including investment advisors, portfolio managers, wealth managers, financial planners, retirement planners, and more. These professionals specialize in managing investments, providing ongoing financial advice, assisting with goal planning, and providing guidance for retirement savings strategies. To further explore how financial advisors can support you, learn more about the different types of financial advisors and their areas of expertise.

    Financial advisors in Maryland typically offer a wide range of services, including retirement planning, investment management, estate planning, tax planning, insurance planning, and wealth management. The specific services that an advisor offers may depend on their area of expertise, as well as your financial needs and goals. Read on to better understand how financial advisors can assist you with the various services they provide.

    When choosing a financial advisor in Maryland, it's important to check each financial advisor's years of relevant experience, credentials (CFP, ChFCs, CFAs, etc.), education, method of compensation, and ensure that they adhere to a strict code of ethics. It is also important to check for any disciplinary actions or complaints against the advisor. To learn more, read the guide on choosing the best financial advisor. Besides the above you also need to interview the advisor and ensure that you are comfortable with the advisor and that it is a good personality fit.

    Working with a financial advisor in Maryland can offer many benefits. As the advisor's client, you can benefit from the advisor's extensive knowledge, experience, and perspective resulting in you gaining peace of mind. Working with a financial advisor can also save you time managing your finances, help minimize investment risks, and potentially increase your investment returns as they can also help you identify areas of financial weakness and recommend strategies for improvement. To learn more, read The Benefits Of Working With A Financial Advisor.

    A financial advisor in Maryland can assist you in planning for retirement by creating a personalized financial plan that considers your assets, income, expenses, and goals. They can help you develop a savings strategy, choose retirement accounts, manage investments, plan for healthcare expenses, and ensure your assets are distributed as per your wishes. To learn more about how an advisor can help you prepare for retirement, read on about why you should hire a retirement advisor.

    In order to become a financial advisor in Maryland, individuals must obtain the appropriate licenses and certifications that comply with state and federal regulations, such as holding licenses as investment advisor representatives (IARs) and often having credentials such as Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), Chartered Financial Consultants (ChFC), and more. To further explore the various credentials required of an advisor, read more about advisor designations.

    During your first meeting with a financial advisor, they will likely ask you about your financial goals, current financial situation, and risk tolerance. They may also request information about your income, expenses, assets, investment experience, and any specific concerns you may have. For more information on how to prepare for your first meeting, refer to this guide on how to prepare for a meeting with your financial advisor.

    How often you should review your financial plan with your planner or financial advisor in Maryland may depend on your individual needs and circumstances. It is recommended that individuals meet with their financial planner at least once a year to review their financial plan and make any necessary adjustments. However, if you experience a significant life change or have complex finances, you may need to meet with your financial advisor more frequently to ensure that your plan remains on track. Read on to learn more about how often you should meet with your advisor.