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Best Financial Advisors in Rockville, MD

Our Recommended Top 13

We did the research for you!

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

28Reviewed

22Curated

13Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

67 Forest St, Suite 271, Rockville, MD 01752
WebsiteLicense: 5813774

Expertise.com Rating

Review Sources

Google
5.0 (5)

Why choose this provider?

Financial planning can be challenging; Cedar Hill Financial Group simplifies things. Their first priority is always acting in their client's best interest. That means providing personalized, comprehensive financial advice, along with data driven portfolios. Whether it is planning for retirement, saving for college, or getting a comprehensive financial plan in place, they can help. With over a decade of industry experience, they are committed to helping clients pursue their financial goals. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

  • Estate Planning
  • Investment Management
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Rockville, MD
Free Consultation

Expertise.com Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning

6219 Executive Blvd., Rockville, MD 20852
WebsiteLicense: 853627

Expertise.com Rating

Why choose this provider?

Planning Financial Group is a wealth management firm that serves individuals and businesses from Rockville and the surrounding areas. It provides personal financial planning services, which include cash management, risk management, estate planning, and retirement planning. It also offers business financial planning services such as benefits and succession planning. Founder Charles Lewandowski has been working in the financial services industry for more than four decades. He is a Certified Financial Planner and Chartered Financial Consultant.

  • Certified Financial Planner (CFP)

Darnestown, MD 20878
WebsiteLicense: 300073

Expertise.com Rating

Why choose this provider?

OnPlane Financial Advisors, LLC, serves clients around the Rockville metro. Its staff, which is led by CFP Darren Straniero, assists married couples between ages 35 and 55 in matters concerning tax, financial, and education planning, as well as investment management and asset protection. It employs a collaborative approach that involves a customized action plan designed to outline strategies and long-term goals. OPFA and its work have been featured on platforms such as Yahoo! Finance, Bankrate, Medium, and the XY Planning Network.

  • Certified Financial Planner (CFP)

13001 Cleveland Drive, Rockville, MD 20850

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Gallant Financial Planning, LLC is a firm that serves the Rockville area. Its advisors create comprehensive plans tailored to their clients’ circumstances and goals to help them achieve a secure future. They address different aspects in their financial lives, including education, estate, retirement, and tax. The firm also assists in managing wealth by designing investment portfolios consisting of ETFs and mutual funds and periodically assesses them according to life changes. Gallant Financial Planning was founded in 2008.

  • Retirement Planning
  • Tax Planning

One Church Street, Suite 901, Rockville, MD 20850
WebsiteLicense: 104513

Expertise.com Rating

Review Sources

Google
5.0 (4)
Yelp
5.0 (1)

Why choose this provider?

Financial Services Advisory serves the locals of Rockville. It works to help individuals, families, and business owners manage their finances for their stability during financial downturns and in preparing for the future. It assists with financial planning, offering sound advice in navigating the path to retirement; and in managing clients' investments and applying the FSA Safety Net, which is designed to protect their assets. Financial Services Advisory has been in business for almost 40 years and now has clients across 40 states with over $600 million in investments.

  • Certified Financial Planner (CFP)

1101 Wootton Parkway Suite 980, Rockville, Maryland, MD 20852
WebsiteLicense: 290198

Expertise.com Rating

Review Sources

Google
5.0 (7)

Why choose this provider?

CIC Wealth is a financial planning company that has been serving families, professionals, and business owners in Rockville since 1999. It helps its clients reach financial independence by evaluating their needs and crafting a personalized portfolio that includes bonds, stocks, or exchange-traded funds. The financial program also covers risk management, asset allocation review, college and retirement funding projection, and legacy planning. The fiduciary advisors and planners at CIC Wealth write for media outlets like Forbes Magazine, the Wall Street Journal, and the Washington Post.

  • Certified Financial Planner (CFP)

1700 E. Gude Drive, Rockville, MD 20850
WebsiteLicense: 104219

Expertise.com Rating

Review Sources

Facebook
5.0 (12)
Yelp
3.5 (8)
Google
5.0 (7)

Why choose this provider?

Jacques Financial is a family-owned firm that serves Rockville. It offers financial planning services to help individuals and families maximize their wealth, protect their assets, and achieve their education, estate planning, and retirement goals. To address clients’ needs, the company provides products such as actively managed investment accounts, annuities, bonds, certificates of deposit, mutual funds, and tax-advantaged college savings plans. It also offers disability, life, and long-term care insurance to manage financial risks. Jacques Financial was established in 1978.

  • Certified Financial Planner (CFP)

14 South Adams Street,, Rockville, MD 20850

Expertise.com Rating

Review Sources

Yelp
4.5 (16)
Facebook
5.0 (9)
Google
5.0 (1)

Why choose this provider?

For over 40 years, RMG has been helping federal employees and their families in Rockville and nearby areas achieve financial independence. The firm develops and implements financial plans that are tailored to its clients’ needs. It also assists them in planning for retirement through various financial instruments, such as Social Security, FEGLI, and FLTCIP. RMG has been featured on ABC News, FedSmith, and My Federal Retirement. One of the firm’s planners, Jamie Lapin, is a CFP, AIF, and CDFA professional.

  • Certified Financial Planner (CFP)
  • Retirement Planning

1515 Allview Drive, Potomac, MD 20854

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Lighthouse Financial Planning, LLC, serves individuals and families in Rockville and the neighboring communities. The company helps clients with financial planning, asset management, and cash flow assessment. It also assists clients in college and retirement planning. It guides clients in managing IRA, rollover 401(k), 529, and other employer plans. Barry R. Korb established Lighthouse Financial Planning in 2003. He operates as the president and chief planner at LFP. Korb holds membership at the Financial Planning Association and National Association of Personal Financial Advisors.

  • Certified Financial Planner (CFP)

600 Jefferson Plaza Suite 316, Rockville, MD 20852
WebsiteLicense: 3117105

Expertise.com Rating

Review Sources

Google
5.0 (13)

Why choose this provider?

Vintage Financial Partners caters to individuals and businesses in Rockville and the surrounding areas. Its associates hold over 80 years of collective industry experience, providing a wide range of services, including risk management, succession, and 401(k) sponsors. They work closely with clients to determine their situation and create strategies tailored to their goals and needs. The firm also offers retirement planning and tax solutions. Its managing partner, Brian Oettinger, holds designations as a CFP and CIMA.

  • Certified Financial Planner (CFP)

14 South Adams Street, Rockville, MD 20850
WebsiteLicense: 122366

Expertise.com Rating

Review Sources

Facebook
5.0 (9)
Google
5.0 (1)

Why choose this provider?

Risk Management Group, LLC provides financial consulting services in Rockville and the surrounding areas. Its staff creates and implements plans to meet the retirement, insurance, education, and social security needs of its clients. The company also aids people going through life transitions such as illness, disability, marriage, divorce, and widowhood. In addition, its experts manage legacy, estate, and tax planning, assisting customers in maintaining the security of their family in their absence. The firm's president, Jamie Lapin, possesses the CFP®, CDFA®, and AIF® credentials.

  • Certified Financial Planner (CFP)

4612 Great Oak Road, Rockville, MD 20853
WebsiteLicense: 133697

Expertise.com Rating

Review Sources

Google
5.0 (3)

Why choose this provider?

Schaeffer Financial is a family-owned company that has been in operation for more than 30 years. It serves government employees and G-4 visa holders in Rockville. With a mission to help individuals make smart financial decisions, the company offers advice on asset allocation, cash flow management, and estate administration, as well as life, health, and auto insurance. Its co-founder, Karen Schaeffer, has been quoted in publications, such as The Washington Post, The New York Times, and The Wall Street Journal.

  • Certified Financial Planner (CFP)

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
Cedar Hill Financial Group, LLC
67 Forest St, Suite 271, Rockville, MD 01752Complimentary Consultation
SmartAdvisor by SmartAsset
Rockville, MDFree Consultation
Planning Financial Group
6219 Executive Blvd., Rockville, MD 20852
OnPlane Financial Advsiors
Darnestown, MD 20878
Gallant Financial Planning, LLC
13001 Cleveland Drive, Rockville, MD 20850
Financial Services Advisory
One Church Street, Suite 901, Rockville, MD 20850
CIC Wealth
1101 Wootton Parkway Suite 980, Rockville, Maryland, MD 20852
Jacques Financial
1700 E. Gude Drive, Rockville, MD 20850
RMG
14 South Adams Street,, Rockville, MD 20850
Lighthouse Financial Planning, LLC
1515 Allview Drive, Potomac, MD 20854
Vintage Financial Partners
600 Jefferson Plaza Suite 316, Rockville, MD 20852
Risk Management Group, LLC
14 South Adams Street, Rockville, MD 20850
Schaeffer Financial
4612 Great Oak Road, Rockville, MD 20853

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What are the standards and expectations for Certified Financial Planners (CFPs) in Rockville?

    The CFP Board mandates that CFPs conducting business in Rockville exhibit utmost fairness, thoroughness, and client-focused services, per the Board's Professional Conduct Standards. These professionals should guarantee steadfast integrity, giving advice that is impartial and tailored to client needs while ensuring full disclosure of their income sources and potentially conflicting interests.

  • Why is education important in retirement planning for Rockville?

    Education is essential in retirement planning for Rockville residents since it influences their financial decisions. The new understanding aids in comprehending the complexities of their investment strategies, instilling peace of mind and reducing the likelihood of deviating from the process during market instability. With investment plans prone to fluctuations, this knowledge aids in achieving retirement goals. Significantly, education fosters a sense of financial self-sufficiency, which improves overall retirement satisfaction.

  • Why should Rockville residents consider professional assistance for financial planning and asset management?

    Despite the fact that many individuals in Rockville do their own financial planning, the intricacies can result in costly errors and dismal consequences. The amount of work and knowledge necessary is significant, and mistakes, such as overreacting to market movements, are usual. Professional advisors assist in addressing essential concerns such as retirement savings, managing life transitions, and planning for contingencies such as inflation and taxes, in addition to investing. Engaging a professional frequently yields big returns.

  • What are the key financial strategies that residents of Rockville should consider?

    Residents of Rockville should consider these five financial strategies:

    • Strategize towards savings goals such as home or car purchases and college funds.
    • Prioritize efficient cash management, including wise budgeting and credit use.
    • Focus on comprehensive retirement planning for a stress-free future.
    • Implement risk management with suitable insurance policies.
    • Ensure orderly asset transfer with proper estate planning. Consulting a trusted financial planner can assist in effectively navigating these areas.
  • What investment options can Rockville residents consider if they are interested in socially responsible investing?

    Residents of Rockville who are interested in socially responsible investing can look into mutual funds and ETFs concentrating on ESG principles. These vehicles often provide returns that match or outdo traditional investments. However, these investments, despite their ethical stance, don't offer foolproof safeguards against market fluctuations. Investors should clearly outline their financial and moral expectations, constantly review performance, and remain open to altering course if returns fall short.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.

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