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Find Top Financial Advisors in Potomac, Maryland

There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Potomac, Maryland

Last Updated - 19-Sep-2023

Potomac has 10 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 23 non-vetted advisors in your local area. These financial advisors in Potomac, Maryland have an average of 20 years of experience.

NOTE: The list of vetted financial advisors in Potomac, 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 Potomac, Maryland.

Qualified Financial Advisors in Potomac, Maryland

Financial Advisor Experience AUM Minimum Assets Fee Structure
Young Park
VICTRIX INVESTMENT ADVISORS
5901 Melvern Dr,
Bethesda, MD 20817
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
Erich Imphong
CFP®
PLOTKIN FINANCIAL ADVISORS, LLC
8401 Connecticut Ave,
Suite 400,
Chevy Chase, MD 20815
13 Years Not Specified $250,000 Fee-Based
Bryan Beatty
Accredited Investment Fiduciary® (AIF), CFP®
EGAN, BERGER AND WEINER, LLC
1919 Gallows Rd, Suite 980,
Vienna, VA 22043
31 Years $800,000,000 $0 Fee-Based
Michael T. Jobe
GLOVER PARK WEALTH MANAGEMENT, LLC
14 Ridge Square NW,
3rd Floor,
Washington, DC 20016
12 Years $77,000,000 $50,000 Fee-Based
Mark Standard
UBS
1501 K Street NW,
Suite 1100,
Washington, DC 20005
27 Years $0 $500,000 Fee-Based
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
Highlander Financial Group
HIGHLANDER FINANCIAL GROUP
3 Church Lane,
Baltimore, MD 21208
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
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

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Information on Qualified Financial Advisors in Potomac, Maryland

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.

About Victrix Investment Advisors

Victrix Investment Advisors

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.

About Middleton Advisory

Middleton Advisory

Middleton Advisory is a fee-only Registered Investment Adviser in Bethesda, MD, founded by David Middleton to begin his private practice. Services are offered in the entire state and surrounding areas, with the ability to take on clients across the country. David's mission is to help clients implement the best possible investment strategies based on their unique needs. After several years of experience at T. Rowe Price, David founded a completely independent firm, with no obligation to any broker-dealer or investment company. This allows Middleton Advisory to completely avoid investments that carry sales loads or commissions. Instead, a variety of low-cost investment funds are used to implement prudent strategies, following the principles of diversification and asset allocation.

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# 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.

About Plotkin Financial Advisors, LLC

Plotkin Financial Advisors, LLC

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# 2207998
Firm CRD# 13572
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

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# 5179276
Firm CRD# 309793
Series 66

Compensation/Fee Fee-Based, Based on Assets


Office Location 14 Ridge Square NW,
3rd Floor,
Washington,
DC
20016
Phone Number 202-926-3725

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

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# 2617149
Firm CRD# 8174
Series 7, 9, 10, 23, 66

Compensation/Fee Fee-Based, Based on Assets


Office Location 1501 K Street NW,
Suite 1100,
Washington,
DC
20005
Phone Number 202-942-2899

Currently, Mark resides in Montgomery County, Maryland with his wife and young son. He enjoys competing in Spartan Races and spending time with his family.

About Ubs

Ubs

We take an approach to your wealth that works for you and your entire financial life. Whether you're pursuing retirement, making an investment or forging a legacy, understanding the bigger picture is the first step to helping you pursue your financial goals today, tomorrow and for generations to come.

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, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities


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.

About Northwestern Mutual

Northwestern Mutual

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# 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

About Highlander Financial Group

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 Firm CRD# 169517


Office Location 1906 Towne Centre Blvd,
Annapolis,
MD
21401
Phone Number 410-573-5700

About Scarborough Capital Management

Scarborough Capital Management

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:

  • Financial advice must be practical. We act more like a financial coach instead of old-fashioned “stock broker”. There’s nothing we love more than helping you map out all of your financial goals….then helping you work toward them one by one!
  • Getting advice must be convenient. You’re busy, so we interact with you whichever way you prefer: in person, or by email, phone and online conference.

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.


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

About Harbor Investment Advisory

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.


Frequently Asked Questions

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

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

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

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

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

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

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

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