What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Maryland area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
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Every Maryland Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Philip Weiss
CFA®, CPA, RLP®
Apprise Wealth Management LLC
Phoenix, MD
Specialties: Life Planning, Financial Planning, Investment Management, Retirement Planning, Advisory Services, Tax Planning
Fee-only financial advisor located north of Baltimore (Phoenix, MD), serving clients locally and across the country.
Ryan Townsley
CFP®, RICP®
Town Capital
Bel Air, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning
I serve Engineers, Scientists, and other analytical people all across the US
Brad Sherman
Sherman Wealth Management
Gaithersburg, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We are changing stigmas, improving mindsets, imparting knowledge – around the concept of money and the financial industry – because we aim to empower each and every one of our clients, so that they are set up for personal success. It’s our calling.
Matthew Costa
CFP®, CPA
Foundation Wealth & Tax Advisors
Annapolis, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only financial planner & CPA located in Annapolis & Edgewater MD, serving clients locally and across the country
Anna Sergunina
CFP®
MainStreet Financial Planning
Odenton, MD
Specialties: Financial Planning, Retirement Planning, Business Planning, Estate Services, Education Planning
We Help Busy Families Make Smart Financial Decisions. Comprehensive Financial Planning, Income Tax Planning & Preparation, and Estate Plan Creation All Under One Roof. Offices nation wide and remote services.
Patrick McNamara
CFP®
Glassman Wealth Services
North Bethesda, MD
Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning
Offices in Northern Virginia serving clients and virtually. We serve many clients, but every day we challenge ourselves to strive to imagine, and act, as if we only had one. We call it the "Just One Client" mindset.
Kurt DiManna
CFP®, CPA
Curio Wealth
Annapolis, MD
Specialties: Financial Planning, Wealth Management, Investment Management, Tax Planning
Fee-Only Financial Planner located in Annapolis, MD, serving clients locally and across the country.
Lindsay Shetterly
CIMA®, CES™
Glassman Wealth Services
North Bethesda, MD
Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning
Offices in Northern Virginia serving clients and virtually. We serve many clients, but every day we challenge ourselves to strive to imagine, and act, as if we only had one. We call it the "Just One Client" mindset.
Tom Taylor
CPA/PFS
Chesapeake Financial Advisors
Towson, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
I'm a financial leader in the lives of my clients by listening, discovering and delivering personalized fiduciary-bound financial, investment and tax advice. I do life with my clients and I'm there every step, every day.
Jeremy Eppley
CFP®, CPWA®, MSFP, AIF®, APMA®, CRPC®, MPAS®
Silverstone Financial
Owings Mills, MD
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Business Planning, Estate Planning, Tax Planning, Inheritance
Fee-Only, Fiduciary financial planner located in Owings Mills, MD, serving clients locally and virtually across the country.
Heather Tweedlie
CFP®, CES™
Glassman Wealth Services
North Bethesda, MD
Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning
Offices in Northern Virginia serving clients and virtually. We serve many clients, but every day we challenge ourselves to strive to imagine, and act, as if we only had one. We call it the "Just One Client" mindset.
Eric Dunner
J.D., CFP®
Glassman Wealth Services
North Bethesda, MD
Specialties: Holistic Financial Planning, Executive Equity Packages, Investment Management, Retirement Planning, Estate Planning, Tax Planning
Offices in Northern Virginia serving clients and virtually. We serve many clients, but every day we challenge ourselves to strive to imagine, and act, as if we only had one. We call it the "Just One Client" mindset.
David Creekmore
CFP®, MBA, RLP®
Lifetime Financial LLC
Takoma Park, MD
Specialties: Comprehensive Financial Planning, Life Planning and Goals, Research Based Investing, Retirement Income Planning, Education Planning
Fee-Only financial planner located in Takoma Park, MD, serving clients locally and across the country
Jason Dall'Acqua
CFP®
Crest Wealth Advisors LLC
Annapolis, MD
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Tax Planning, College Education Planning, Equity Compensation Strategy
Your trusted financial partner to help bring clarity and intention to your financial strategy, investments and tax planning.
Liz Gillette
CFP®
Curio Wealth
Annapolis, MD
Specialties: Financial Planning, Wealth Management, Investment Management, Tax Planning
Fee-Only Financial Planner located in Annapolis, MD, serving clients locally and across the country.
Matthew Brock
CFP®
Divergent Planning
Bethesda, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Bethesda, MD, serving clients locally in Maryland, Virginia, and Washington, DC and across the country
Katherine Edwards
CFP®
MainStreet Financial Planning
Odenton, MD
Specialties: Financial Planning, Retirement Planning, Business Planning, Estate Services, Education Planning
Fee-Only financial planner located in Murfreesboro, TN, serving clients locally and across the country
Lyn Dippel
CFP®, JD
Curio Wealth
Annapolis, MD
Specialties: Financial Planning, Wealth Management, Investment Management, Tax Planning
Fee-Only Financial Planner located in Annapolis, MD, serving clients locally and across the country.
Stacy Bakri
CFP®, CDFA®
The Family Firm
Bethesda, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Bethesda, MD, serving clients locally and across the country
Ben Brown
CFP®, EA
Entelechy
Bethesda, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning & Preparation
Entelechy is a flat fee-only financial life planning & investment management company. Our mission is to help people use money as a tool to realize life goals and reach their full potential. No sales. No minimums. No hidden fees. No nonsense.
Teancum "T" Light
JD, CPA, CFP®
Lighthouse Wealth Management
Frederick, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, Investment Management, College Education Planning
Fee-Only financial planner with offices in Pennsylvania and Maryland, serving clients locally and across the country
Dana Sippel
CFP®, CPA/PFS
Glassman Wealth Services
North Bethesda, MD
Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning
Offices in Northern Virginia serving clients and virtually. We serve many clients, but every day we challenge ourselves to strive to imagine, and act, as if we only had one. We call it the "Just One Client" mindset.
Stephen Daly
CFP®, CIMA®
The Family Firm
Bethesda, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Strategizing, Education Planning, Estate Planning, Charitable Giving Strategies, Asset Protection Strategies
Fee-Only financial planner located in Bethesda, MD, serving clients locally and across the country
Jennifer Bush
CFP®
MainStreet Financial Planning
Odenton, MD
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Planning, Retirement Income Planning, Tax Planning, Woman’s Financial Planning Issues, Insurance Planning, Estate Planning, Divorce Financial Planning
Fee-Only financial planner located in San Jose, CA, serving clients locally and across the country
Lindsey Young
CFP®, CEPA®, MBA
Quiet Wealth LLC
Baltimore, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, LGBTQ-Specific Planning Issues, Small Business Owners
Fee-Only financial planner located in Baltimore, MD, serving LGBTQ clients locally and across the country
Emmanuel Henson
CFP®
Gamma Wealth Management
Towson, MD
Specialties: Comprehensive Financial Planning, 401k administration & consulting, Retirement Planning, Investment Management, Tax Planning
Specializing in serving Small Business owners, the X&Y Generation, and Current and Retired Government Employees Serving nationwide, and wherever service members are stationed.
William Hufnell
CFP®, CPA, BBA, MS
Bay Point Wealth
Annapolis, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner with offices in Annapolis, MD, and Stevensville, MD, serving clients locally and across the country.
Karly Holland
CFP®
Divergent Planning, LLC
Bethesda, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-only financial planner located in Bethesda, MD, serving clients locally and across the country
Mary Thompson
CFP®, CIMA®
Buttonwood Financial Advisors
Baltimore, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Education Planning, Tax Planning, Insurance Analysis, Benefits Review, Cash Flow/Net Worth Analysis, Estate Planning
Fee-Only financial planner located in Baltimore, MD, serving clients locally and across the country
Clark Kendall
CFP®, CFA®, AEP®
Kendall Capital
Rockville, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Advisor located in Rockville, MD and serving Middle-Class Millionaires in the Washington, D.C. Area.
Irina Gabidullina
CFP®, APMA®, WMCP®
Gallant Financial Planning, LLC
Rockville, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Rockville, MD, serving clients locally and across the country
Christopher Brown
CFP®, MBA, AIF®
Ivy League Financial Advisors LLC
Rockville, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning, Business Planning
Helping our clients create incredible lives of significance to take care of the people they love, support the causes they care about, and to make a difference in the world.
Joseph Powanda
CFP®
Bay Point Wealth
Annapolis, MD
Specialties: Comprehensive Financial Planning, Retirement Analysis, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner with offices in Annapolis, MD, and Stevensville, MD, serving clients locally and across the country.
Nathan Gendelman
MBA
The Family Firm
Bethesda, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Bethesda, MD, serving clients locally and across the country
Matthew Lincoln
CFP®, EA
Cadence Planning
Frederick, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning and Preparation, Stock Compensation and Employer-provided Stock Options, Insurance Review, Hourly financial planning
Fee-Only financial planner located in Frederick, MD, serving clients locally and across the country
Patrick Ortman
CFP®
Ortman Financial Planning
North Bethesda, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Military and Federal Employee Benefits
Fee-Only financial planner located in Bethesda, MD, serving clients locally and across the country
Candace Lee
CFP®, EA
Glassman Wealth Services
North Bethesda, MD
Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning
Offices in Northern Virginia serving clients and virtually. We serve many clients, but every day we challenge ourselves to strive to imagine, and act, as if we only had one. We call it the "Just One Client" mindset.
Alexandra Stewart
CFP®
Buttonwood Financial Advisors
Baltimore, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Education Planning, Tax Planning, Insurance Analysis, Benefits Review, Cash Flow/Net Worth Analysis, Estate Planning
Fee-Only financial planner located in Baltimore, MD, serving clients locally and across the country
Jeffrey Broadhurst
CFP®, CFA®, MBA
Broadhurst Financial Advisors, Inc.
Annapolis, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Planner serving business owners and affluent families with intergenerational wealth management strategies, tax reduction and risk reduction planning, and personalized service.
Charles "Cam" Moore
CFP®
The Family Firm
Bethesda, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Bethesda, MD, serving clients locally and across the country
Dan Ebinger
CFA®, CFP®, CPWA®
Bay Point Wealth
Annapolis, MD
Specialties: Comprehensive Financial Planning, Investment Portfolio Management, Insurance Analysis, Tax Planning, Retirement Income Planning
Fee-Only Financial Planner with offices in Annapolis, MD, and Stevensville, MD, serving clients locally and across the country.
Donald Lord
CFP®, CPWA®
The Family Firm
Bethesda, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Bethesda, MD, serving clients locally and across the country
Billy Hufnell
CFP®, CPWA®
Bay Point Wealth
Annapolis, MD
Specialties: Comprehensive Financial Planning, Estate Planning, Investment Portfolio Management, Retirement Income Planning, Tax Planning
Fee-Only Financial Planner with offices in Annapolis, MD, and Stevensville, MD, serving clients locally and across the country.
David Levitt
CFP®
Glassman Wealth Services
North Bethesda, MD
Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning
Offices in Northern Virginia serving clients and virtually. We serve many clients, but every day we challenge ourselves to strive to imagine, and act, as if we only had one. We call it the "Just One Client" mindset.
Yvonne Scoggins
CIMA®, AAMS™®, FPQP®
Curio Wealth
Annapolis, MD
Specialties: Financial Planning, Wealth Management, Investment Management, Tax Planning
Fee-Only Financial Planner located in Annapolis, MD, serving clients locally and across the country.
Chad Whitzel
CFP®, AFC®
Curio Wealth
Annapolis, MD
Specialties: Financial Planning, Wealth Management, Investment Management, Tax Planning
Fee-Only financial planner located in Annapolis, MD, serving clients locally and across the country
James Adams
CFA®, CFP®, MBA
Lighthouse Wealth Management
Frederick, MD
Lighthouse Wealth. Illuminating Your Financial Future.
Barry Glassman
CFP®
Glassman Wealth Services, LLC
North Bethesda, MD
Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning
Offices in Northern Virginia serving clients and virtually. We serve many clients, but every day we challenge ourselves to strive to imagine, and act, as if we only had one. We call it the "Just One Client" mindset.
Travis Russell
CFP®
Glassman Wealth Services
North Bethesda, MD
Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning
Offices in Northern Virginia serving clients and virtually. We serve many clients, but every day we challenge ourselves to strive to imagine, and act, as if we only had one. We call it the "Just One Client" mindset.
Thad Ismart
CFP®, CEPS
Baltimore-Washington Financial Advisors, Inc.
Columbia, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Columbia, MD, serving clients locally and across the country
Courtney Barnes
CFP®, CSLP®
Gallant Financial Planning
Rockville, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Rockville, MD, serving clients locally and across the country
Steven Jefferys
CFP®, CFA®, MBA
Arch Financial Advisors, LLC
Bethesda, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner located in Bethesda, MD and serving the entire Washington D.C. and McLean, VA area
James Kantowski
CFP®, CPA/PFS™
Curio Wealth
Annapolis, MD
Specialties: Financial Planning, Wealth Management, Investment Management, Tax Planning
Fee-Only Financial Planner located in Annapolis, MD, serving clients locally and across the country.
Pete Dixon
CFP®
Waypoint Wealth Management
Timonium, MD
Specialties: Wealth Management, Retirement Planning, Evidence-Based Investing, Tax Planning
For over 20 years I’ve been helping nice people nearing their ‘prime years’ to feel confident about their upcoming retirement transition. Located in the Baltimore, MD area and serving clients across the country.
Robert Lindstrom
CFP®, EA
Provision Financial Planning
Towson, MD
Specialties: Retirement Income Planning, Prudent Investments, Tax Strategies, Comprehensive Financial Planning
Fee-Only retirement planner located in Towson, MD, serving clients locally and nationwide.
Colin Gerrety
CFP®, CIMA®
Glassman Wealth Services
North Bethesda, MD
Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning
Offices in Northern Virginia serving clients and virtually. We serve many clients, but every day we challenge ourselves to strive to imagine, and act, as if we only had one. We call it the "Just One Client" mindset.
Amy King
CFP®, EA, MQFP, ChFEBC℠, CPFA®, CRPC™
Instar Financial Planning, LLC
Fallston, MD
Specialties: Comprehensive Financial Planning, Retirement Income and Social Security Planning, Cash Flow and Debt Management, Investment Analysis, Student Loan Planning, Tax Planning, Estate Planning
Fee-Only financial planner located in Fallston, MD, serving military veterans and federal civilans locally and across the country
Trey Gresh
CFP®
Glassman Wealth Services
North Bethesda, MD
Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning
Offices in Northern Virginia serving clients and virtually. We serve many clients, but every day we challenge ourselves to strive to imagine, and act, as if we only had one. We call it the "Just One Client" mindset.
Kevin Caldwell
Islands East Advisors
Chester, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Education Planning, Tax & Estate Planning, Budgeting, Cash Flow and Debt Management, Insurance Analysis, Major Expense Planning
Fee-Only Financial Advisor located on Kent Island, MD serving small business owners, individuals, and couples locally and across the country.