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.
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 | ||
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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 |
Jeffrey Lippman CERTIFIED FINANCIAL PLANNER™ Certificant, ChFC® Capitol Financial Consultants, Inc. |
8180 Greensboro Drive, Suite 1150, McLean, VA 22102 |
703-821-2000x212 |
Michael Krowe CFP®, CRPC® Edelman Financial Engines, LLC |
1750 Tysons Boulevard, Suite 910, Tysons Corner, VA 22102 |
703-212-3015 |
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 |
Kevin Colleran CFP® Edelman Financial Engines, LLC |
6550 Rock Spring Drive, Bethesda, MD 20817 |
301-547-8185 |
Michael T. Jobe Glover Park Wealth Management, LLC |
4100 W Street N.W. 213, Washington, DC 20007 |
202-926-3636 Ext. 101 |
Glenn Fischer CFP®, 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 |
703-705-4061 |
Surendra Dave CFP®, CFS Edelman Financial Engines, LLC |
1 Research Court Suite 450, Rockville, MD 20850 |
301-547-3166 |
Zach Payne and Richard Clonch JD, ChFEBC, CRPS®, CFP®, CRPC® Planvest Financial, Inc. |
555 Quince Orchard Rd, Gaithersburg, MD 20878 |
240-344-4310 |
Brian McGuire CFP® Edelman Financial Engines, LLC |
19775 Belmont Executive Plaza, Ashburn, VA 20147 |
571-918-9325 |
Tom Magyar RFC® Edelman Financial Engines, LLC |
12510 Prosperity Drive, Silver Spring, MD 20904 |
301-563-9082 |
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 |
410-823-0614 |
Geoffrey Burroughs CDFA, Financial Planning Specialist, CERTIFIED FINANCIAL PLANNER™ Certificant Harbor Investment Advisory |
2330 W. Joppa Rd, Lutherville, MD 21093 |
410-659-8905 |
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.
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# 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
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# 4974719
FirmCRD# 104510
Series 65
Compensation/Fee
Fee-Based
Office Location
1750 Tysons Boulevard, Suite 910,
Tysons Corner,
VA 22102
Phone Number
703-212-3015
I've been a financial planner since 2009, which gives me deep insight into how best to help my clients stay on track to hit major milestones like purchasing a family home, funding a child's college education and planning for a well-earned retirement. In my free time, I love spending time with my family hanging out at the beach or discovering local parks.
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# 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.
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.
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.
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
301-547-8185
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.
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# 309793
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.
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.
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 GlennWe are a small boutique firm designed to solve problems. We make your life easier. To schedule an appointment click here: calendly.com/glenn-25
Qualifications
CRD# 6409061
FirmCRD# 104510
Series 65
Compensation/Fee
Fee-Based
Office Location
1800 Diagonal Road,
Suite 480,
Alexandria,
VA 22314
Phone Number
703-705-4061
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.
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.
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# 6516858
FirmCRD# 290306
Compensation/Fee
Fee-Based, Based on Assets, Flat Fee, Hourly
Office Location
555 Quince Orchard Rd,
Suite 280,
Gaithersburg,
MD 20878
Phone Number
240-344-4310
We are CERTIFIED FINANCIAL PLANNER® professionals who work closely with clients on their retirement planning and asset management needs. We most enjoy helping clients envision how their savings and benefits work together to create their own personal roadmap to a rewarding retirement. Richard and his wife, Jenine, reside on a small farm in Laytonsville, MD, just outside of our nation's capital, and have three children. He enjoys fishing in the pond on their farm; playing golf; and following the WVU Mountaineers. Richard has served on numerous boards during his career, including: charitable, church, and industry groups. Zach resides in Summit Point, WV and in his spare time enjoys gardening, gaming, renovating his new home, and is an avid car enthusiast.
PlanVest Financial is an independent Registered Investment Advisory (RIA) firm, working under the fiduciary standard; meaning we always put our client's best interest before our own. For safe-keeping, we work with Charles Schwab & Co., Inc. to custody client assets. Our team of knowledgeable financial professionals are committed to providing you with informed wealth advice and exceptional service, to help you and your family find Financial Freedom. We welcome you to learn more about our team's wide-range of experiences and professional designations. Experience, knowledge and following the Fiduciary Standard distinguishes the financial advisors at PlanVest Financial.
Qualifications
CRD# 4892337
FirmCRD# 104510
Series 66
Compensation/Fee
Fee-Based
Office Location
19775 Belmont Executive Plaza,
Suite 510,
Ashburn,
VA 20147
Phone Number
571-918-9325
I help my clients reach their goals and objectives through financial planning and assist them in managing their money. My wife Maria and I are raising three daughters: Victoria, Zoe, and Ava in Poolesville, MD.
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# 1776325
FirmCRD# 104510
Series 66
Compensation/Fee
Fee-Based
Office Location
12510 Prosperity Drive,
Suite 350,
Silver Spring,
MD 20904
Phone Number
301-563-9082
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.
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# 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.
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
410-823-0614
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.
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
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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Our guide will help you select the most qualified financial advisor for your needs.
DOWNLOAD Your Free CopyFinancial 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?