Laurels

Best Financial Advisors in Silver Spring
2022

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Silver Spring Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 34 27 17

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Bailey Wealth Advisors

  • Certified Financial Planner (CFP)

Bailey Wealth Advisors offers financial planning assistance in Silver Spring and its surrounding communities. It helps business owners, professionals, executives, and affluent retirees in achieving financial goals like exiting a business or investing money. Its analysts audit clients' investments, estates, businesses, and retirement plans. They then develop wealth management and risk management plans to meet individuals' financial goals. The Washington Business Journal named the company as one of the top 25 financial planning firms in 2020 and 2021.

8403 Colesville Rd. Suite 845
Silver Spring, MD 20910

Website

Fortegy Financial

Fortegy Financial is an independent financial consulting firm that serves individuals, families, and businesses in Silver Spring and the surrounding areas. Its team of financial advisors provides services, such as custom portfolio management and guidance in planning for IRAs, annuities, educational savings, and insurances. Since the start of his career in the financial services sector in 1975, founder Edward S. J. Fader has earned many professional designations, including the Certified Life Underwriter, Chartered Financial Consultant, and Chartered Retirement Plan Specialist.

17504 Lisa Drive
Derwood, MD 20855

Website

Peake Financial Wealth Management

  • Insurance Products
  • Certified Financial Planner (CFP)
  • Tax Planning

Peake Financial Wealth Management offers financial advisory solutions to individuals, families, and business owners in Silver Spring. Its advisors can assist clients with retirement, investment, insurance, and tax planning matters. Additionally, these advisors are equipped to curate plans on charitable giving, deferred compensation, and pension. The firm's founder and managing director, Christopher M. Pirtle, held positions as college unit director and field director in Northwestern Mutual Life. He had been in the insurance and investment industries since 1990 before starting his own firm in 2003.

8737 Colesville Road, Suite 705
Silver Spring, MD 20910

Website

Plotkin Financial Advisors

  • Certified Financial Planner (CFP)

Plotkin Financial Advisors offer fiduciary assistance to clients in Silver Spring in organizing their assets. Its comprehensive solutions on investment management and financial planning cover investments, insurance, income, and cash flow. The company's advisors guide individuals in organizing their retirement income, charitable gifts, and education funding. They also manage assets like index and mutual funds, stock portfolios, and annuities. Founder Shimshon Plotkin is a CFP who established this dependent company in Chevy Chase in 2003.

8401 Connecticut Ave
Chevy Chase, MD 20815

Website

Stratus Wealth Advisors

  • Certified Financial Planner (CFP)

Stratus Wealth Advisors caters to individuals, families, and independent business owners in Silver Spring and the neighboring communities. It helps clients protect their legacy and take charge of their finances by assisting them with investment management, asset management, valuation, and financial, succession, and retirement planning. Stratus Wealth Advisors has been featured in numerous media outlets like The New York Times, The Business Journals, and the Financial Advisor Magazine. Sam Brownell, the founder of the company, earned his CVA and CFA designations.

9615 Kingston Road
Kensington, MD 20895

Website

Thalheimer Financial Planning

  • Certified Financial Planner (CFP)

Since 2000, Thalheimer Financial Planning has been helping clients in the Silver Spring area. Its advisors provide wealth management services that help individuals and families with current and future expenses. They create plans for cash flow and debt reduction, along with preparing for retirement with a stable and sustainable income. The company also helps clients with settling their taxes and setting up their estate. Founder Steve Thalheimer is a Certified Financial Planner with more than 25 years of industry experience.

8403 Colesville Road Suite 1100
Silver Spring, MD 20910

Website