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Find Top Financial Advisors in Vienna, Virginia

Advisor Match

WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Vienna, Virginia. 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 Vienna

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 Vienna, Virginia
Financial Advisor Office Location Phone Number
Bryan Beatty
CFP®, CERTIFIED FINANCIAL PLANNER™ Certificant, AIF
Egan, Berger and Weiner, LLC
1919 Gallows Rd, Suite 980,
Vienna, VA 22043
703-506-0843
Darren Colananni
CFP®, ChFC®, CPWA®, CIMA®
Centurion Wealth Management
7901 Jones Branch Drive,
McLean, VA 22102
571-765-2301
Sean Connolly
CFP®, CIMA®
Edelman Financial Engines, LLC
1750 Tysons Blvd.,
Tysons Corner, VA 22102
703-677-9729
Jeffrey Lippman
CERTIFIED FINANCIAL PLANNER™ Certificant, ChFC®
Capitol Financial Consultants, Inc.
8180 Greensboro Drive, Suite 1150,
McLean, VA 22102
703-821-2000x212
Jessie Doll
CFP®
ReFrame Wealth
3251 Old Lee Highway Suite 502,
Fairfax, VA 22030
571-895-2998
Christy Martinich
CFP®
Edelman Financial Engines, LLC
4000 Legato Road, 9th Floor,
Fairfax, VA 22033
703-251-0149
Kevin Colleran
CFP®
Edelman Financial Engines, LLC
6550 Rock Spring Drive,
Bethesda, MD 20817
301-547-3169
Michael T. Jobe
Chief Investment Officer
Glover Park Wealth Management, LLC
4100 W Street N.W. 213,
Washington, DC 20007
202-926-3636 Ext. 101
Glenn Fischer
MBA
Fischer Wealth Advisors (FWA)
6076 Franconia RD,
Alexandria, VA 22310
703-674-9038
Scott Morrello
CFP®, ChFC®
Edelman Financial Engines, LLC
1800 Diagonal Road,
Alexandria, VA 22314
703-991-1647
Surendra Dave
CFP®, CFS
Edelman Financial Engines, LLC
1 Research Court Suite 450,
Rockville, MD 20850
301-547-3166
Bob Sargent
CFP®
Edelman Financial Engines, LLC
19775 Belmont Executive Plaza,
Ashburn, VA 20147
571-257-3821
Casey Craig
AIF®
Highlander Financial Group
7 Park Ave.,
Gaithersburg, MD 20877
301-519-8016
Tom Magyar
CRPC®, RFC®
Edelman Financial Engines, LLC
12510 Prosperity Drive,
Silver Spring, MD 20904
301-563-9015
Denika Tokunaga, MBA
CRPC®, CFP®
Maven Wealth Management
P.O. Box 266,
Fulton, MD 20759
443-986-9911
Seth Gusman
AAMS®
Edelman Financial Engines, LLC
900 Bestgate Road, Suite 407,
Annapolis, MD 21401
410-505-8466
Jonathan Saxon
CFS
Edelman Financial Engines, LLC
901 Dulaney Valley Road,,
Towson, MD 21204
410-823-0592
Geoffrey Burroughs
CDFA, Financial Planning Specialist, CERTIFIED FINANCIAL PLANNER™ Certificant
Harbor Investment Advisory
2330 W. Joppa Rd,
Lutherville, MD 21093
410-659-8905

Information on Qualified Financial Advisors in Vienna

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 703-506-0843

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# 5744258
FirmCRD# 113908
Series 7, 63, 65

Compensation/Fee Fee Only, Based on Assets, Flat Fee


Office Location 7901 Jones Branch Drive,
Suite 800,
McLean,
VA
22102
Phone Number 571-765-2301

Darren Louis Colananni is a Financial Advisor, CERTIFIED FINANCIAL PLANNER" professional and holds the Chartered Financial Consultant® (ChFC®), the Certified Investment Management Analyst® (CIMA®), and the Certified Private Wealth Advisor® (CPWA®) certifications with Centurion Wealth Management focusing on asset allocation, relationship management, and aiming to provide world-class service for our clients. Darren has provided personalized investment strategies, asset allocation rebalancing, and investment plan implementation for high net-worth families and closely-held businesses. Darren is responsible for clearly understanding his client's financial goals and fostering client relationships by developing investment strategies designed for wealth preservation and capital appreciation. In addition to developing his client's wealth planning strategies, Darren also creates customized financial strategies to help clients reach their desired retirement lifestyle. Darren has a double B.A from Washington College in Business Management and Economics. Originally from Netcong, NJ, Darren currently resides in Fairfax, VA and is an active member of JDRF (Juvenile Diabetes Research Foundation) and the 1782 Society at his alma mater, Washington College. In his spare time, Darren enjoys spending time with his family, exercising, travelling, and reading.

About Centurion Wealth Management

There should be a more endearing term for "client" as you are more than just people we work for. To us, you're more than a balance sheet and risk tolerance data. Our clients are people who open up and share with us their aspirations and goals, their obstacles and fears. They share so much more with us; anecdotes from their childhood, news about their growing families, stories of their travel adventures, news of their child's acceptance into their college of choice, and celebratory news of their recent promotion or business success. They also reveal their less exciting, or sometimes devastating news; being laid off at work, an unfortunate automobile accident, a pending divorce, details about a recent medical diagnosis, and the death of a spouse, parent, or loved one. Our clients entrust us with the personal aspects of their lives; and together we celebrate their victories as well as mourn their losses. Surely, there must be a more endearing term for our clients.

Advisory Services Provided

Financial Advice & Consulting



Qualifications CRD# 5743288
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 1750 Tysons Blvd.,
Suite 910,
Tysons Corner,
VA
22102
Phone Number 703-677-9729

As a financial planner, I take great pride in helping my clients find simple yet meaningful solutions to the complexities of their unique situation. Outside of work, I enjoy spending time with family and staying active outdoors.

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# 5124838
Series 7, 66

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


Office Location 8180 Greensboro Drive, Suite 1150,
McLean,
VA
22102
Phone Number 703-821-2000x212

About Capitol Financial Consultants, Inc.

Capitol Financial Consultants, Inc (CFC) is an independent financial planning firm located in McLean, Virginia that was established in 1988. All principals at CFC are Certified Financial Planners. We specialize in helping individuals and businesses reach all aspects of their financial goals and objectives. We offer comprehensive advice and services that include: Personal Financial Planning Investment and Wealth Management Tax Planning and Preparation Risk Management Retirement Planning Education Funding Estate Planning Business Planning and Services



Qualifications CRD# 5969842
FirmCRD# 313386

Compensation/Fee Fee Only, Based on Assets


Office Location 3251 Old Lee Highway Suite 502,
Fairfax,
VA
22030
Phone Number 571-895-2998

Jessie Doll is a founding member and a Certified Financial Planner" at ReFrame Wealth. She began her work in financial planning in 2008 and believes that financial planning is where math and statistics come to life, and that together they hold the keys to unlocking a life well lived. Jessie is honored and humbled to walk alongside her clients through some of their most significant, scary, and complex life challenges and changes and to make a real, positive impact on individual lives through her work. She wants her clients to feel comfortable with their finances, in control of their future, and clearly focused on the possibilities of what they can do with their money. When Jessie is not working, she can be found on the side of the mountain with her two fearless children (who are better skiers than she is), hiking or biking with their dog, or enjoying a family movie night.

About ReFrame Wealth

ReFrame Wealth was born as a vision of a safe space where financial planners and clients could work together to solve money puzzles, realign resources and goals, and live a life that honors who they are on the inside. We make a commitment to deliver sound, approachable, and accessible financial advice and to help clients do more good in the world.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management



Qualifications CRD# 5103818
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 4000 Legato Road, 9th Floor,
Fairfax,
VA
22033
Phone Number 703-251-0149

I am passionate about building long-term relationships with my clients and helping them achieve their goals. I believe personalized service is essential to building, implementing and maintaining a successful financial plan. I am happily married to my husband John and we have two beautiful daughters. Away from the office, I enjoy live music, cooking, traveling, and most of all just sitting on our front porch with family and friends.

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# 3195675
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 6550 Rock Spring Drive,
Suite 510,
Bethesda,
MD
20817
Phone Number 301-547-3169

Being a financial planner for over 20 years has given me the opportunity to help many people plan and reach their financial goals. Everybody has a dream for their future and I feel privileged to help my clients fulfill theirs. In my spare time, I enjoy hanging out with my kids, playing a little golf and following University of Maryland athletics.

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# 5179276
FirmCRD# 309793
Series 66

Compensation/Fee Fee-Based


Office Location 4100 W Street N.W. 213,
Washington,
DC
20007
Phone Number 202-926-3636 Ext. 101

Michael T. Jobe founded Glover Park Wealth Management, LLC with the goal of bringing independent and objective wealth management advice to our clients. In 2012 Michael joined the wealth management division of UBS and was promoted in 2018 to Account Vice President. Michael earned his B.S. in Finance from the Robert H. Smith School of Business at the University of Maryland, College Park, MD. Currently, Michael lives in Glover Park, Washington, DC. He enjoys spending time with his family, working out and playing golf. Michael is passionate about working with clients to build, grow and protect their wealth.

About Glover Park Wealth Management, LLC

Glover Park Wealth Management, LLC was founded to build, grow and protect the assets of our clients. We provide wealth management and asset management services for individuals and institutions. We are a registered investment advisory firm located in Glover Park, Washington, D.C.

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, Estate Planning & Trusts, Insurance Products & Annuities



Qualifications CRD# 1852876
FirmCRD# 281113
Series 63

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


Office Location 6076 Franconia RD,
B,
Alexandria,
VA
22310
Phone Number 703-674-9038

Glenn Fischer is a graduate of the UC Berkeley Biochemistry program and the University of Texas MBA program in Finance. He has been working in financial services since 1987.

Click here to Connect With Glenn

About Fischer Wealth Advisors (FWA)

We are a small boutique firm designed to solve problems. We make your life easier. To schedule an appointment click here: calendly.com/glenn-25

Advisory Services Provided

Portfolio Management, Retirement Planning, 401K Rollovers, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts



Qualifications CRD# 6409061
FirmCRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 1800 Diagonal Road,
Suite 480,
Alexandria,
VA
22314
Phone Number 703-991-1647

I believe that every American deserves access to objective financial advice. Im passionate about understanding my clients so that together we can build an actionable plan to help achieve their goals. In my spare time, I enjoy spending time with my family, 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# 2264155
FirmCRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 1 Research Court Suite 450,
Rockville,
MD
20850
Phone Number 301-547-3166

I'm passionate about working with families and developing strategies that can help them accomplish their financial and retirement goals. In my spare time, I enjoy spending time with my family and staying active by working out, playing tennis and walking.

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# 5050772
FirmCRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 19775 Belmont Executive Plaza,
Suite 510,
Ashburn,
VA
20147
Phone Number 571-257-3821

As a financial planner, I take great pride in helping my clients accomplish their financial and retirement goals. In my spare time, I enjoy traveling and spending time outdoors with my wife and two children.

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# 4460975
FirmCRD# 6413
Series 6, 7, 24, 26, 63, 65

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


Office Location 7 Park Ave.,
Gaithersburg,
MD
20877
Phone Number 301-519-8016

About Highlander Financial Group

Our mission is to help our clients work toward financial independence through planning. We want to spend time with our clients to determine their goals and objectives, time horizon, risk tolerance and help them make suitable financial decisions for their future. Our mission is to build a long-term relationship with you as your trusted advisor. We aim to accomplish this through education, training, integrity, and outstanding client service. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC

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 CRD# 1776325
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 12510 Prosperity Drive,
Suite 350,
Silver Spring,
MD
20904
Phone Number 301-563-9015

I'm passionate about working with my clients and their families to help them achieve their financial and personal goals. In my free time, I enjoy spending time with my family and friends and pursuing outdoor activities including cycling, hiking, and skiing.

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# 5434095
FirmCRD# 5434095
Series 7, 66

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


Office Location P.O. Box 266,
Fulton,
MD
20759
Phone Number 443-986-9911

As one who desires to see people and organizations thrive financially, Denika began a career in wealth management. She has a passion for helping people secure their financial future and employs various investment as well as retirement readiness and preparedness strategies to do so. Denika specializes in assisting affluent/ high net-worth individuals, corporations and non-profit organizations by introducing them to the wealth management experience. As an investment management maven with the mission of becoming the trusted partner to all clients, she employs a disciplined process that focuses on the needs of the client. Her mission is to be the trusted partner who provides clients with the confidence that she will execute a plan to address their needs and the comfort that they have a trusted ally who vigilantly puts their needs first. Denika believes that clients should thoroughly understand the strategy being executed to address their goals and as such she educates clients along the way. This belief also supports one of our biggest passions, which is educating and empowering investors through public speaking, which she does frequently upon request for corporations, financial regulatory organizations, non-profit organizations, etc. Denika believes that "one must study to show thyself approved" as such she acquired a career of broad knowledge, training, experience and expertise from a career of many years at a major Wall Street investment company. She holds the CERTIFIED FINANCIAL PLANNER" designation awarded by the Certified Financial Planner Board of Standards, Inc. as well as the Chartered Retirement Planning CounselorSM designations. She received a Bachelor of Science degree in Management Science in which she graduated magna cum laude. She also earned a Masters of Business Administration with a concentration in Finance. Denika is an inducted member of the Sigma Beta Delta International Honor Society and a graduate of the Greater Baltimore Committee Leadership class of 2010. Active in her community, Denika participates in various civic and non-profit community endeavors. She is a past member of the board of directors for several non-profit organizations to include the Bon Secours Health System Foundation, the Elijah Cummings Youth Program, the Finance Advisory Board at The University of Baltimore Merrick School of Business and Boys Hope Girls Hope of Baltimore. Denika is very passionate about life and strives everyday to achieve her goal of living the best and most fulfilled life attainable.

About Maven Wealth Management

Maven Wealth Management is an independent wealth management and financial services firm. Being an independent firm empowers us to objectively put the needs of our clients first while being the investment management maven you deserve. In an environment where trust and integrity are vital, it is imperative to have a trusted partner with an objective approach to investment management. As investment management professionals our firm is committed to working with people just like you. We desire to work with you as you work towards all of your financial goals. Once we establish a relationship and determine your needs we diligently aim to address your goals. Knowledge is Power and as such we employ a multifaceted approach with the goal of serving many purposes to include providing financial education and empowerment. We believe that when one is educated they are informed and when they are informed they are empowered. Empowerment is the foundation for making intelligent, thoroughly considered decisions. The current economy brings challenges, however having a qualified and trusted advisor can turn those challenges into potential opportunities. We work closely with clients to guide them along the way and position them to take advantage of the potential opportunity and benefit from the challenge. We take pride in helping clients find the "calm" in what can sometimes feel like "calamity". Allow us to work for you. We welcome the opportunity to partner with you.

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# 2977429
FirmCRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 900 Bestgate Road, Suite 407,
Suite 250,
Annapolis,
MD
21401
Phone Number 410-505-8466

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# 4789005
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 901 Dulaney Valley Road,,
Suite 901,
Towson,
MD
21204
Phone Number 410-823-0592

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. I'm 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# 5379858
Series 7, 31, 66

Compensation/Fee Fee-Based, Based on Assets


Office Location 2330 W. Joppa Rd,
Lutherville,
MD
21093
Phone Number 410-659-8905

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.



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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.

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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?