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Best Financial Advisors in Baltimore

2023

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Website
Baltimore, MD
  • Estate Planning
  • Retirement Planning
  • Investment Management
  • Financial Planning

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

848-BookPro
Baltimore, MD

Why choose this provider?

Need help contacting a Financial Advisor in Baltimore? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
345 North Charles Street, Baltimore, MD 21201
  • Certified Financial Planner (CFP)

Why choose this provider?

InvestEd is a financial advisory firm that provides fiduciary financial and investment planning services to individuals and businesses in Baltimore and the surrounding areas. Its services include financial advisory, planning, and education for individuals. It also provides businesses with company-wide financial education webinars that cover investing, generational wealth, budgeting basics, and student debt. It assists in obtaining 401k employee and employer retirement plans. Founder and CEO Tai Young Lee holds a Series 65 Investment Advisor license and a Ph.D. in Economics.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
4.0 / 5 (9)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1340 Smith Ave., Ste. 200, Baltimore, MD 21209
  • Certified Financial Planner (CFP)
  • Finance Planning

Why choose this provider?

A.G. Campbell Advisory LLC is an independent firm based in Baltimore. Its services include investment management, which involves customizing strategies in accordance with clients' long-term needs, investment type preferences, and tax constraints. The company also develops and implements financial plans, and its team continuously monitors clients' goals and portfolios. The financial advisors also offer philanthropic advisory and succession planning services. A.G. Campbell Advisory was co-founded by Alexander Campbell III, an Accredited Investment Fiduciary and a Registered Investment Advisor.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
3600 Odonnell St Ste 860, Baltimore, MD 21224

Why choose this provider?

WPG Financial Group has provided wealth management services to its clients for over 14 years. The mission of WPG is: “To simplify the complicated and provide clients with financial peace of mind.” The firm specializes in personal wealth management as well as retirement-plan consulting. WPG Financial Group provides clients a team approach that is led by partners Steve Gessner CFP® and Todd Paradise CFP® who, together, have over 45 years of experience in the financial services industry.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Website
Towson, MD 21204

Why choose this provider?

Chesapeake Financial Advisors is a Towson business that has been providing fee-only tax planning, investment management, and financial planning for over 17 years. Services include retirement planning, education planning, goal setting, retirement distribution planning, business and personal tax planning, asset allocation, wealth accumulation, and institutional investment consulting. Principal and Founder Tom Taylor is a Certified Public Accountant and a Personal Financial Specialist. Principal Tim Mudd has been with Chesapeake Financial Advisors for over 16 years.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)
Facebook
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
1801 Porter St, Baltimore, MD 21230

Why choose this provider?

GGM Wealth Advisors is a wealth and financial advisory business that offers customized investment solutions and retirement plans. It also provides estate planning, accounting, tax services, and audits through an affiliation with Gross, Mendelsohn, and Associates, PA. GGM Wealth Advisors has served the Baltimore, Maryland, area for over 19 years. Its portfolio analyses include the development of solutions based on the current economic climate to assist clients in making investments for today and tomorrow.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
303 International Cir, Hunt Valley, MD 21030

Why choose this provider?

Matthew Snyder - Ameriprise Financial, LLC is a team of financial advisors serving Baltimore and surrounding areas. This firm, led by Matthew Snyder, takes a multigenerational approach to financial planning. Snyder aims to offer financial advice to ensure that a client's wealth and legacy lasts for generations to come. This team can extend its assistance in financial plans, and its advisors conduct regular progress meetings to ensure that short-term and long-term financial goals are being met.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.2
Yelp
4.2 / 5 (59)
Google
5.0 / 5 (2)
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
582 Bellerive Road, Annapolis, MD 21409
  • Tax Preparation
  • Tax Planning

Why choose this provider?

Bay Point Wealth Management is a team of financial advisors that caters to Baltimore clients. Its services include financial planning, tax planning, and investment and portfolio management. It also offers clients retirement planning, estate planning, education funding, debt management, and risk and insurance management. Bill Hufnell, the owner of Bay Point Wealth Management, is a CPA from Georgia State University and holds a Master's in finance from Johns Hopkins University.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1340 Smith Avenue, Baltimore, MD 21209
  • Certified Financial Planner (CFP)
  • Tax Planning

Why choose this provider?

Northbrook Financial is a Baltimore firm that offers integrated financial planning, investment advisory, and tax compliance services. It employs a holistic approach to managing individual and family finances, starting with personal goals in terms of net worth, taxes, investments, debt repayment, insurance, and retirement plans. Its advisors consult with the client, craft a plan, discuss scope and recommendations, monitor progress, and make adjustments. Northbrook Financial’s founders, Elliot Pepper and Mike Delaney, have accounting, insurance, and investment industry experience.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
30 East Padonia Road, Lutherville-Timonium, MD 21093
  • Retirement Planning

Why choose this provider?

JBA Financial Advisors serves individuals and businesses in Baltimore. The firm is led by John Berzellini, who brings 30 years of experience in financial and tax services. The firm prepares financial plans covering the client's investment portfolios, retirement goals, insurance programs, and estate plans. Financial plans are kept updated and accessible to clients through online software, MoneyGuidePro or CashEdge. The company also offers cash management services, including bills payment, electronic transfers, and checking through its affiliations with Shareholders Services Group and Pershing LLC.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Website
4 North Park Drive, Cockeysville, MD 21030
  • Certified Financial Planner (CFP)

Why choose this provider?

Capital Financial Partners, LLC provides wealth management and financial planning services to clients in Maryland and the surrounding communities. Services include wealth management, estate planning, retirement plans, tax, college, and 401k planning. In addition to personal and business financial planning, founder and Certified Financial Planner Stan Evans also caters to small business and professional markets. He has been in the industry for over 40 years. Stan, together with three partners, established the firm in 2006. Today, Capital Financial is led by Stan Evans, Todd Evans, and Ryan Salah.

Website
2330 West Joppa Road, Lutherville-Timonium, MD 21093
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Harbor Investment Advisory is a full-service investment and wealth management firm that serves clients in Baltimore. Since 2009, it has been providing financial solutions to high net worth individuals, affluent families, businesses, and corporations. The firm offers private wealth planning, institutional advisory, and retirement consulting. Its director and portfolio manager, Jennifer L. Winslow, is the Society for Women in Investment Leadership treasurer. Harbor Investment Advisory supports the American Cancer Society and Baltimore Animal Rescue & Care Shelter.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
100 West Road, Towson, MD 21204

Why choose this provider?

Provision Financial Planning advises retirees and pre-retirees in Baltimore. Its financial advisor guides clients through retirement by optimizing their income, improving their investments, and utilizing strategies to reduce their taxes. The advisor helps diligent savers turn their accumulated investments into income. He collaborates regularly with clients to craft a financial plan that may be reviewed and updated periodically. The firm employs a process that entails scheduling an introductory meeting and a complimentary assessment to help potential clients decide if they are a good fit.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
PO Box 3689, Baltimore, MD 21214
  • Estate Planning
  • Tax Planning

Why choose this provider?

Bryant Financial Advisory assists clients in Baltimore and the surrounding areas with their wealth management needs. The firm provides a wide range of financial planning and wealth management services, including retirement planning, investment planning, financial goal setting, asset protection, and risk management. The goal-setting process includes an annual review in which action plans are created based on the results of the progress evaluation. The primary wealth manager, Nancy Bryant, received her master's degree in 1986 and is a registered NAPFA financial advisor.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
509 South Exeter Street, Baltimore, MD 21202
  • Certified Financial Planner (CFP)

Why choose this provider?

Buttonwood Financial Advisors has been serving clients in Baltimore and the surrounding areas since 2008. It offers various services, including cash flow analysis, estate planning, insurance evaluations, investment management, and tax strategies. In addition, it assists clients with their retirement plans and workplace benefits. Damian Gallina, the managing principal, holds a bachelor's degree in Finance. He has been practicing in the field of financial services since 1993. Gallina holds the Chartered Financial Analyst designation.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1215 East Fort Avenue, Baltimore, MD 21230
  • Certified Financial Planner (CFP)
  • Tax Planning

Why choose this provider?

Your Financial Pharmacists (YFP) is a financial planning firm that caters specifically to young professionals and pharmacists in Baltimore and the rest of the state. With an education-focused approach, the firm offers services such as financial planning, investment management, Legend Membership, and speaking engagements. The team of financial advisors is equipped to handle the high-income and demanding career tracks of pharmacists and the younger generation. The firm adapts to current needs by conducting virtual meetings and setting up a client portal.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.6
Facebook
4.6 / 5 (10)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
307 Frederick Road, Catonsville, MD 21228
  • Retirement Planning

Why choose this provider?

Retirement & Investment Group provides financial advice to clients in Baltimore area, Maryland and 26 other states. The team's financial planning process includes designing, implementing, monitoring, and managing the client's financial strategies. The firm also assists with retirement planning and partners with an independent insurance agent who can address Medicare concerns. Company president Tom Quirk has been in the financial industry since 1994. Quirk is a Certified Financial Planner and has been listed in the Best-In-State Wealth Advisors by Forbes in 2020, 2021 and 2022.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2012 Rock Spring Road, Forest Hill, MD 21050
  • Certified Financial Planner (CFP)

Why choose this provider?

Picket Fence Financial is a company that assists in planning the financial future of clients in Baltimore and nearby communities. Its team of financial advisors offers investment management services by creating a strategy that meets clients' specific goals. They also provide retirement planning solutions for individuals and businesses. The firm's founder and president, Kirk Kinder, is a board member of the local rotary and a member of NAPFA. He was featured on local Fox, ABC, and NBC affiliates.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
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Frequently Asked Questions

  • 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.

  • How can companies in Baltimore that use ESG investing impact the world?

    Companies in Baltimore that use ESG investing impact the world by practicing environment-friendly actions alongside their financial considerations. They are more cautious about their energy use and fuel or waste management. Companies promote sustainability and other social or environmental benefits while receiving ROIs. They also base their decisions on the welfare and future of society.

  • Can unexpected retirees in Baltimore seek financial planning services?

    Unexpected retirees in Baltimore can seek financial planning services. Most of the time, unexpected or early retirees were laid off from their work or had medical disabilities. Financial planners help retirees understand their benefits and determine whether they are eligible for full retiree pension and health benefits. They also review clients' current savings and create retirement income plans.

  • What benefits can you get if you obtain hybrid life insurance with long-term care coverage in Baltimore?

    If you obtain hybrid life insurance with long-term care coverage in Baltimore, you can distribute the unused benefits to your beneficiaries as a death benefit. Premiums can be paid over time or in a single premium payment when the policy was acquired. A streamlined underwriting process is also available for this kind of life insurance.

  • How can comprehensive cash flow management services help pro athletes in Baltimore achieve lifelong financial goals?

    Many professional athletes can enjoy lifetime earnings that range from $5 million to $25 million. It is important for them to seek comprehensive cash flow management services in Baltimore to enable them to allocate their finances and achieve their lifelong goals. Financial advisors can help them create 12-month cash flow projections and monthly or expense summaries. They also conduct transaction research, daily cash receipt recording, and invoice review and payment.

  • What does an investment planning company do for individuals and businesses in Baltimore?

    An investment planning company manages individuals' and businesses' funds in Baltimore. It makes investments on their client's behalf to increase the overall value of their portfolios. Usually, an investment planning company reviews accounts and proposes specific adjustments, determines when to buy or sell assets, and watches the market to forecast possible financial issues.

  • 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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