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Personalized advice for portfolio size
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Maryland, located on the east coast of the United States, is known for its rich history, and a strong economy. As an individual living in a state with such a strong economy, using the services of a trusted financial advisor that has expertise in its investment landscape would be beneficial.
WiserAdvisor can help you research and compare vetted financial advisors who have experience working with Maryland residents and provide tailored advice on retirement planning, investment strategies, wealth management, financial planning, estate planning, and more.
Financial professionals have extensive knowledge and expertise and can assist you to make informed decisions about your financial future.
They work with you to develop a customized financial plan that meets your needs and review your investments regularly.
With their local knowledge of Maryland's economy and tax regulations advisors can provide valuable insights and advice to optimize your retirement plan and find optimal ways for wealth creation on your behalf.
Maryland
has
10
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
1015
non-vetted advisors in your local area. These financial advisors in
Maryland
have an average of
20
years of experience.
NOTE: The list of vetted financial
advisors in
Maryland
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Maryland.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Doug Miller J.D.
CFP®, CLU® NORTHWESTERN MUTUAL 6011 University Blvd Suite 370, Ellicott City, MD 21043 |
21 Years | $6,100,000,000 | $50,000,000 | Fee-Based |
|
Erich Imphong
CFP® PLOTKIN FINANCIAL ADVISORS, LLC 8401 Connecticut Ave, Suite 400, Chevy Chase, MD 20815 |
13 Years | Not Specified | $250,000 | Fee-Based |
|
Jake Marcoux
CFP®, APMA®, CLU®, ChFC® LEGACY CAPITAL 300 Red Brook Blvd, Suite 320, Owings Mills, MD 21131 |
18 Years | $350,000,000 | $100,000 | Fee-Based |
|
Nilos T. Sakellariou
CFM NTS BEARING-TOTAL WEALTH MANAGEMENT. 61 Cornhill Street, Annapolis, MD 21401 |
29 Years | $200,000,000 | $500,000 | Fee-Only |
| 20 Years | $13,000,000 | $100,000 | Fee-Only | |
|
David Middleton
CFP®, AIF® MIDDLETON ADVISORY 3 Bethesda Metro Center, Suite 700, Bethesda, MD 20814 |
14 Years | $16,000,000 | $500,000 | Fee-Only |
|
Geoffrey Burroughs
CFP®, Financial Planning Specialist, CDFA® HARBOR INVESTMENT ADVISORY 2330 W. Joppa Rd, Lutherville, MD 21093 |
12 Years | Not Specified | $250,000 | Fee-Based |
|
Highlander Financial Group
HIGHLANDER FINANCIAL GROUP 3 Church Lane, Baltimore, MD 21208 7 Park Avenue, Gaithersburg, MD 20877 |
35 Years | Not Specified | $100,000 | Fee-Based |
|
Scarborough Capital Management
SCARBOROUGH CAPITAL MANAGEMENT 1906 Towne Centre Blvd, Annapolis, MD 21401 |
Not Disclosed | $1,300,000,000 | Not Specified | Not Specified |
Qualifications
CRD# 4130719
Firm CRD# 2881
Series 6, 7, 63, 65, 66
Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
6011 University Blvd Suite 370,
Ellicott City,
MD
21043
Phone Number
443-956-1216
Doug Miller has worked in the financial services industry since January 3rd of 2000. From 1993-1999 he practiced Estate Planning and Business law. While in law school he worked at the SEC in the enforcement division. He is married and has 3 daughters. Two are currently at the University of Maryland and one is a graduate from Maryland and heading to PA school. He enjoys spending time with his family and participating in Ironman competitions.
In our view, there is only one financial risk: not having the money to do the things you want to do. Our job is to make sure that you can. We build lasting relationships with our clients by gaining a true understanding of what is important to them. Our comprehensive planning and disciplined approach provides integrated solutions to make sure that our clients can successfully achieve their visions.
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# 5083311
Firm CRD# 127635
Series 7, 66
Compensation/Fee Fee-Based, Commissions, Based on Assets
Office Location
8401 Connecticut Ave,
Suite 400,
Chevy Chase,
MD
20815
Phone Number
301-907-9790
Erich is a CERTIFIED FINANCIAL PLANNER™ who has been in the financial service industry for over a decade. He received his Bachelors of Science from The Catholic University of America and his Master degree in Finance from The Sellinger School of Business at Loyola University Maryland. Prior to joining Plotkin, Erich was both a client manager and the associate portfolio manager at Geier Asset Management, Inc. in Marriottsville, MD. At Geier, Erich worked with professional athletes, business owners, retirees, and families to implement their financial goals. In conjunction with these responsibilities he gained tremendous experience analyzing, identifying and executing strategies in client investment portfolio's that aligned with their unique income and growth objectives. The diverse clientele that Erich has served over the years has allowed him to recognize that there is not a standardized approach when it comes to crafting the right financial plan or investment allocation for clients and their families. This is why Erich believes in holistic financial planning in order to develop a plan and investment strategy that meets the client's needs. Truly passionate about this approach, Erich also conducts retirement income planning seminars on how to accumulate and align assets with one's retirement goals. Erich is a sports enthusiast having played team sports all his life and enjoys staying active by acquiring new hobbies. He and his wife, Kelly, have two young children.
As a CERTIFIED FINANCIAL PLANNER™ at Plotkin Financial Advisors, LLC I am in the business of making a difference in the lives of clients and their families. I am guided by the core values of honesty, integrity, independence, innovation, objectivity and as a fiduciary of clients' interests. As an independent firm, we are free to craft financial plans and make recommendations that fit our clients best. The services and investments we recommend are based on what is in the best interest for our clients and their families. My firm's comprehensive wealth management service is a refined process that helps to define and clarify the financial landscape for the clients we serve. Together, we help you and your family work towards your financial goals. What - Provide clients with sound advice regarding every aspect of their financial lives. How - I utilize our proprietary Legacy Program method to design a customized wealth management plan. Why - I believe comprehensive financial planning is the foundation of achieving your desired lifestyle.
Advisory Services Provided:
Portfolio Management, Retirement Planning, Money Management, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 4673912
Firm CRD# n/a
Series 7, 26, 66
Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets
Office Location
300 Red Brook Blvd,
Suite 320,
Owings Mills,
MD
21131
Phone Number
240-643-2337
I grew up in Rockville, MD, where I was raised by my Canadian grandparents. My grandfather passed away at a young age where unfortunately I learned firsthand the importance of proper planning and risk management. This led me to pursue degrees in Finance & Accounting, while playing both D3 Football and Basketball. Today, I love spending time with my wife Alysia, and our 3 kids, Genevieve (11), Vivian (9) and Beau (6). When we're not traveling, trying new things, or most often shuttling between the kids sports and activities. . I try to keep up on our Washington and Baltimore sports teams and occasionally breaking 100 while golfing!
At Legacy Capital, we take the time to understand what's truly important to you and we deliver personalized strategies that are consistent with your dreams and values. t's really never too early to begin thinking about leaving a legacy and our experienced team is committed to helping you achieve financial freedom through our highly customized and comprehensive planning approach. We can help you prepare for whatever life brings- both the expected and the unexpected- with personalized advice that is as unique as you are. Working together, we can help you feel more confident, connected and in control of your financial future and we will strive to deliver a thoughtful and distinctive client experience to earn your trust for the long-term.
Qualifications
CRD# 2108146
Firm CRD# 124504
Series 7, 10, 31, 63, 65, 66
Compensation/Fee Fee-Only
Office Location
61 Cornhill Street,
Annapolis,
MD
21401
Phone Number
410-263-1313
please email me for a current biography. Or visit my firm's website for additional information www.NTSBEARING.com
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.
Advisory Services Provided:
Portfolio Management, Risk Management
Qualifications
CRD# 5639897
Firm CRD# 167517
Series 65
Compensation/Fee Fee-Only, Based on Assets
Office Location
5901 Melvern Dr,
Bethesda,
MD
20817
Phone Number
808-469-6265
Young Park is a Vice President, Senior Advisor with King Tide Advisors currently residing in the Washington D.C Metro Area. Young believes in delivering the right wealth management solutions to help clients realize their personal objectives and aspirations. Young holds a Bachelor's degree in Business Marketing and Management from Ursinus College, as well the CPCU designation and will have be completing his CFP designation in 2024. He is bilingual in Korean and the former treasurer of the 101st Airborne Division (Air Assault) HHB Family Readiness Group. He is a former Military Spouse, where his wife (Michelle) served in the US Army as a Physician - Psychiatrist. They have two children, Aidan and Abby. In his spare time, Young enjoys going on long runs, skiing and spending time with his family.
We work with clients that value a financial advisor that helps them reach their financial goals. Your situation is unique, how you respond to challenges and situations can be unique, but our priority to stay focused on your goals never changes. We help you talk about, define, and revisit your goals, and we work to adjust the plan to stay aligned with your goals. We focus on: financial planning, investment management, tax efficient strategies, retirement strategies, small business retirement plans, education planning, estate planning.
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# 5398638
Firm CRD# 155334
Series 65
Compensation/Fee Fee-Only
Office Location
3 Bethesda Metro Center,
Suite 700,
Bethesda,
MD
20814
Phone Number
202-503-4015
David has fourteen 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 two kids.
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.
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
Qualifications
CRD# 5379858
Firm CRD# 151085
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.
Qualifications
CRD# 4460975
Firm CRD# 6413
Series 6, 7, 63, 65
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
3 Church Lane,
Baltimore,
MD
21208
Phone Number
410-415-5505
Office Location
7 Park Avenue,
Gaithersburg,MD 20877
Phone Number
301-263-3576
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
Firm CRD# 169517
Office Location
1906 Towne Centre Blvd,
Annapolis,
MD
21401
Phone Number
410-573-5700
Scarborough Capital Management was founded on the belief that everyone deserves access to high quality financial advice.
In the late 1980’s, many financial firms were focused on serving the wealthy. Scarborough set out to provide something different. We wanted to offer a service that was practical for everyone, not just a small percentage of the population. So we introduced 401(k), 403(b) and Thrift Savings Plan management services to American workers in the heartland.
Soon after, we broadened our scope to offer comprehensive financial planning, so we could help clients simplify their entire financial lives.
Our evolution didn’t stop there. Several years later, we saw that our clients were busy and often didn’t have time to drive to our offices for meetings. So we were one of the first firms to offer “virtual” advisory services. This allowed us to begin serving people from coast to coast.
Fast forward to the present day…while we’ve expanded, we’ve remained a close-knit team of professional advisors with a lot of shared history. Everyone on our team shares a passion for providing practical advice so you have the best chance of reaching your goals.
Most importantly, we have adhered to our founding beliefs:
Thirty years later, we now oversee more than $1 billion in assets. We’re incredibly honored to serve as a trusted partner for so many individuals and families.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 637 | 19464 | $120,621,194,750 | A percentage of AUM, Fixed fees, Performance Based
|
|
| 77 | 82 | $32,464,614,170 | A percentage of AUM, Performance Based
|
|
| 38 | 127 | $17,575,999,316 | A percentage of AUM, Performance Based
|
|
| 22 | 95 | $8,619,413,487 | A percentage of AUM, Hourly charges, Fixed fees, Other (ONE-TIME PROJECTS, WITH NEGOTIATED FEE)
|
|
| 30 | 23 | $4,429,986,176 | A percentage of AUM, Performance Based
|
|
| 12 | 284 | $1,067,593,428 | A percentage of AUM, Fixed fees, Performance Based
|
|
| 6 | 4 | $766,563,796 | A percentage of AUM
|
|
| 8 | 1090 | $490,977,691 | A percentage of AUM, Fixed fees
|
|
| 9 | 676 | $458,819,134 | A percentage of AUM
|
|
| 5 | 176 | $327,209,390 | A percentage of AUM, Performance Based
|
|
| 8 | 614 | $265,941,983 | A percentage of AUM
|
|
| 7 | 879 | $207,136,999 | A percentage of AUM, Hourly charges
|
|
| 9 | 799 | $169,076,834 | A percentage of AUM, Hourly charges
|
|
| 1 | 854 | $156,889,550 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 3 | 594 | $151,689,231 | A percentage of AUM, Hourly charges
|
Our directory for the state of Maryland features various types of financial advisors, including investment advisors, portfolio managers, wealth managers, financial planners, retirement planners, and more. These professionals specialize in managing investments, providing ongoing financial advice, assisting with goal planning, and providing guidance for retirement savings strategies. To further explore how financial advisors can support you, learn more about the different types of financial advisors and their areas of expertise.
Financial advisors in Maryland typically offer a wide range of services, including retirement planning, investment management, estate planning, tax planning, insurance planning, and wealth management. The specific services that an advisor offers may depend on their area of expertise, as well as your financial needs and goals. Read on to better understand how financial advisors can assist you with the various services they provide.
When choosing a financial advisor in Maryland, it's important to check each financial advisor's years of relevant experience, credentials (CFP, ChFCs, CFAs, etc.), education, method of compensation, and ensure that they adhere to a strict code of ethics. It is also important to check for any disciplinary actions or complaints against the advisor. To learn more, read the guide on choosing the best financial advisor. Besides the above you also need to interview the advisor and ensure that you are comfortable with the advisor and that it is a good personality fit.
Working with a financial advisor in Maryland can offer many benefits. As the advisor's client, you can benefit from the advisor's extensive knowledge, experience, and perspective resulting in you gaining peace of mind. Working with a financial advisor can also save you time managing your finances, help minimize investment risks, and potentially increase your investment returns as they can also help you identify areas of financial weakness and recommend strategies for improvement. To learn more, read The Benefits Of Working With A Financial Advisor.
A financial advisor in Maryland can assist you in planning for retirement by creating a personalized financial plan that considers your assets, income, expenses, and goals. They can help you develop a savings strategy, choose retirement accounts, manage investments, plan for healthcare expenses, and ensure your assets are distributed as per your wishes. To learn more about how an advisor can help you prepare for retirement, read on about why you should hire a retirement advisor.
In order to become a financial advisor in Maryland, individuals must obtain the appropriate licenses and certifications that comply with state and federal regulations, such as holding licenses as investment advisor representatives (IARs) and often having credentials such as Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), Chartered Financial Consultants (ChFC), and more. To further explore the various credentials required of an advisor, read more about advisor designations.
During your first meeting with a financial advisor, they will likely ask you about your financial goals, current financial situation, and risk tolerance. They may also request information about your income, expenses, assets, investment experience, and any specific concerns you may have. For more information on how to prepare for your first meeting, refer to this guide on how to prepare for a meeting with your financial advisor.
How often you should review your financial plan with your planner or financial advisor in Maryland may depend on your individual needs and circumstances. It is recommended that individuals meet with their financial planner at least once a year to review their financial plan and make any necessary adjustments. However, if you experience a significant life change or have complex finances, you may need to meet with your financial advisor more frequently to ensure that your plan remains on track. Read on to learn more about how often you should meet with your advisor.
