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Find Top Financial Advisors in Severna Park


WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Severna Park. 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 Advisor in Severna Park

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.

Financial Advisors in Severna Park, Maryland
Financial Advisor Office Location Phone Number
Nilos T. Sakellariou, CFM
NTS Bearing-Total Wealth Management.
61 CORNHILL STREET,
Annapolis, MD  21401
(410) 263-1313
Andrew Coyne
Edelman Financial Engines, LLC
1910 Towne Centre Boulevard,
Annapolis, MD  21401
(410) 505-8447
James J. Denora, CPA, CFP®
Leading Edge Wealth Advisors, LLC
2007 Tidewater Colony Drive, Suite 2B,
Annapolis, MD  21401
(443) 433-4290
Brent Weiss Head of Planning
Facet Wealth
509 S. Exeter Street,
Baltimore, MD  21202
(410) 657-3257
Brad Hartzel
Edelman Financial Engines, LLC
6031 University Boulevard,
Ellicott City, MD  21043
(410) 505-8447
Brian Kuhn
PSG Clarity
8161 Maple Lawn Blvd,
Fulton, MD  20759
(301) 543-6035
Michael Balakirsky MBA
LPL Financial
11755 Bragdon Wood,
Clarksville, MD  21029
(410) 528-8688
Ashley Zephir
Edelman Financial Engines, LLC
901 Dulaney Valley Road,
Towson, MD  21204
(410) 505-8447
Michelle Muhammed
Edelman Financial Engines, LLC
12510 Prosperity Drive,
Silver Spring, MD  20904
(301) 563-9015
Nathan Badowski, CFP
Prudential Advisors
303 International Dr,
Hunt Valley, MD  21030
(443) 886-2220
David Middleton
Middleton Advisory
3 Bethesda Metro Center,
Bethesda, MD  20814
(202) 503-4015
Kevin Colleran
Edelman Financial Engines, LLC
6550 Rock Spring Drive,
Bethesda, MD  20817
(301) 547-3169
Bob Glass
Edelman Financial Engines, LLC
1800 Diagonal Road,
Alexandria, VA  22314
(571) 257-1667
Michael Krowe
Edelman Financial Engines, LLC
1750 Tysons Blvd.,
Tysons Corner, VA  22102
(703) 227-0534
Gian Deguzman
Edelman Financial Engines, LLC
8100 Boone Boulevard Suite 640,
Vienna, VA  22182
1900 Campus Commons Drive,
Reston, VA  20191
(703) 288-6988
(800) 822-1461
Tim Goode
Edelman Financial Engines, LLC
4000 Legato Road,
Farifax, VA  22033
(703) 227-0518
Zach Fletcher
Edelman Financial Engines, LLC
225 Wilmington West Chester Pike,
Chadds Ford, PA  19317
(610) 239-8323

Information on Qualified Financial Advisors in Severna Park

Qualifications CRD# 2108146
FirmCRD# 124504
Series 7, 65

Compensation/Fee I am a fee-based financial professional, Based on Assets


Office Location 61 CORNHILL STREET,
Annapolis,
MD 
21401
Phone Number (410) 2631313

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.



Qualifications CRD# 2811568
FirmCRD# 104510
Series 7, 8, 63, 65, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 1910 Towne Centre Boulevard,
Suite 250,
Annapolis,
MD 
21401
Phone Number (410) 5058447

Joined Edelman Financial Engines in 2015. Began his career in the financial services industry in 1996. Bachelor's degree in Business Management: Finance from University of Maryland University College.

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.



Office Location 2007 Tidewater Colony Drive, Suite 2B,
Annapolis,
MD 
21401
Phone Number (443) 4334290

A founding member of Leading Edge Wealth Advisors, Jim Denora specializes in providing clients with financial planning and wealth management expertise. He assists his clients by helping to educate them and evaluating their financial situation in a comprehensive manner. He focuses on all facets of their financial picture including investments, insurance, taxes, and retirement and estate planning. He utilizes his corporate finance background to treat each family finances as he would a business. Jim is passionate about guiding people toward financial security and helping them make important decisions that will benefit their future. Prior to establishing Leading Edge Wealth Advisors, Jim was a founding partner in Severn Financial Group. He began his financial services career with Northwestern Mutual Financial Network in 2002. He also has held senior-level corporate financial positions at several Washington, DC-area companies and spent over eight year in public accounting. He is a graduate of St. Francis College in Loretto, PA and later earned a Master of Business Administration degree from George Mason University in Fairfax, VA. In addition he is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNERTM professional.

About Leading Edge Wealth Advisors, LLC

We are financial planning and investment money management firm located in Annapolis, MD. We have a unique process called You, Inc. which focuses on You and Your Family treating your finances like you are a business. In addition to this, we focus on managing your money with your goals and objectives in mind. Our Mission is to give you the opportunity to do what you want to do without worrying how much it costs. At Leading Edge Wealth Advisors, LLC we promise to: 1. Provide and communicate a clear understanding of your needs based on your goals and objectives. 2. Hold you accountable to your financial actions (or in- actions) 3. Take the emotions out of the investment process. 4. Be there for your family should something happen to you. 5. Have a disciplined investment process



Qualifications CRD# 5078002
FirmCRD# 285961


Office Location 509 S. Exeter Street,
Suite 202,
Baltimore,
MD 
21202
Phone Number (410) 6573257

About Facet Wealth

Facet is the one financial advice company that provides premium, comprehensive, financial life management dedicated to achieving your financial life goals, at an affordable price because we have completely redesigned the entire financial planning experience.



Qualifications CRD# 4972625
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 6031 University Boulevard,
Suite 150,
Ellicott City,
MD 
21043
Phone Number (410) 5058447

Joined Edelman Financial Engines in 2011. Began his career in the financial services industry in 2006. Earned the Chartered Wealth Strategist and Certified Financial Planner certification(s). Bachelor's degree in in Business Management from Washington College.

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# 4474832
Series 7, 66

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee


Office Location 8161 Maple Lawn Blvd,
Suite 400,
Fulton,
MD 
20759
Phone Number (301) 5436035

Brian established PSG Clarity as a division within the firm Planning Solutions Group to focus on clients under a given net worth, instead of above it. Brian exclusively works with people who DONT feel wealthy. He is currently accepting new clients In his 16th year in the financial planning field, Brian focuses his practice in the areas of retirement planning, investments, & insurance protection, with a special interest in assisting public sector employees. He is the author of Total Compensation: A Practical Guide to Federal Employee Benefits and The Personal Finance Handbook, a Guide to the Most Common Personal Finance Questions. He is the host of the bi-weekly TV show Your Future Your Finances which airs on channel 16 MMC in Montgomery County MD and on YouTube. He is a CERTIFIED FINANCIAL PLANNER" (CFP®), Chartered Life Underwriter (CLU®), & Certified in Long Term Care (CLTC). He holds his FINRA Series 7, & 66 registrations. Brian graduated from Towson University with a B.S. in Business Administration & a minor in English. He lives with his wife Merin & their daughters Charlotte & Caroline in Odenton, MD.

About PSG Clarity

Planning Solutions Group is a holistic, fee-based financial planning firm. Our innovative solutions are the result of a collaborative approach; we coordinate with our clients’ existing advisors and review their financial outlook to design a comprehensive plan to fit their needs. Our approach is unique because we make recommendations based on all aspects of our clients’ lives. Over the years, we have been proud to serve as a trusted advisor in the areas of wealth management, estate planning, business succession, retirement, and risk management. Our talented team of experienced professionals considers legal, accounting, and financial perspectives to offer a cross- disciplinary approach to planning. Given the complex needs of our individual, executive, retiree, and business owner clients, we provide the input and advice that you need to make timely and informed decisions. We are committed to providing our clients with the highest level of service and “Exceeding Expectations” to ensure a positive and life-changing planning experience. Securities offered through Triad Advisors, Member FINRA/SIPC. Advisory services offered through Planning Solutions Group, LLC. Planning Solutions Group, LLC is not affiliated with Triad Advisors. PSG Clarity is a division of Planning Solutions Group, LLC.



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

Compensation/Fee I am a fee-based financial professional, Based on Assets, Flat Fee, Hourly


Office Location 11755 Bragdon Wood,
Clarksville,
MD 
21029
Phone Number (410) 5288688

About LPL Financial

Michael Balakirsky MBA is the LPL Branch manager, independent Wealth Manager and financial Planner in Columbia, Maryland . Our job is to take anxiety out of your life thru holistic financial planning , wealth management, independent financial advice. Michael Balakirsky's extensive experience in the US financial industry, as well as major emerging markets is vital to uncover opportunities in the increasingly global economy. We will give you the world of strategies and help you achieve your dreams. We will help with retirement planning, fee based asset management through LPL Financial, investment planning, holistic financial planning, estate planning, wealth management , wealth protection, retirement planning. You worked very hard. It’s finally time to stop worrying and find a clear path towards your financial independence and stability. Contact our Columbia, Maryland office for NO-OBLIGATION FREE Consultation. You can Do IT and we can Help. Securities and financial Planning offered through LPL Financial, A Registered Investment Advisor,Member FINRA/SIPC



Qualifications CRD# 4774673
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) 5058447

Joined Edelman Financial Engines in 2016. Began her career in the financial services industry in 2007. Earned the Registered Financial Consultant and Certified Financial Planner certification(s). Bachelor's degree in Business Administration and Economics from McDaniel College and a Masters in Business Administration from Layola University of Maryland.

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# 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# 4198119
Series 6, 7, 63

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee


Office Location 303 International Dr,
Suite 105,
Hunt Valley,
MD 
21030
Phone Number (443) 8862220

Originally from Pennsylvania, Nathan Badowski relocated to Maryland to attend Goucher College. After graduating in 2000, Nathan began working in the financial industry in order to gain practical knowledge that would prepare him for his future as a Certified Financial Planner®. Totaling 17 years in the business, Badowksi is a member of MDRT (Million Dollar Round Table), the Presidents Council, and NAIFA. He prides himself on working with a group that puts its clients, individuals and businesses, first. Nathan currently resides in Bel Air, MD with his wife, Caitlin and their three children, Laura, Gavin and Paul. As a family, they love being outdoors, attending baseball games, hiking, and taking trips to the beach. When it’s just the adults, he and his wife enjoy tasting wine at nearby vineyards.

About Prudential Advisors

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



Qualifications CRD# 5398638
FirmCRD# 155334
Series 65

Compensation/Fee I am a Fee-Only financial professional, 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# 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# 5347326
FirmCRD# 104510

Compensation/Fee Fee Based Only - No Commissions


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

Joined Edelman Financial Engines in 2014. Began his career in the financial services industry in 2005. Bachelor's degree in sociology from Randolph-Macon College.

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# 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# 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

Office Location 1900 Campus Commons Drive,
Reston,VA  20191
Phone Number (800) 8221461

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). Attends 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# 4842397
FirmCRD# 104510
Series 7, 24, 63, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 4000 Legato Road,
9th Floor,
Farifax,
VA 
22033
Phone Number (703) 2270518

Joined Edelman Financial Engines in 2005. Began his career in the financial services industry in 2004. Certified Financial Planner certification(s). Bachelor's degree in Science of Financial Services from Brigham Young 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# 5742628
FirmCRD# 104510
Series 7, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 225 Wilmington West Chester Pike,
Suite 200,
Chadds Ford,
PA 
19317
Phone Number (610) 2398323

Joined Edelman Financial Engines in 2014. Began his career in the financial services industry in 2007. Successfully completed the Series 7, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Business Administration from Millersville University. Hometown is Downingtown, PA. Zach enjoys golfing, working out, and Philadelphia sports.

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.



List of Additional Financial Advisors in or around Severna Park, Maryland
Integrated Financial Partners Severna Park, MD