Best Financial Advisors in Baltimore

2021

Bay Point Wealth

• Tax Preparation
• Tax Planning

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.

Bryant Financial Advisory

• Estate Planning
• Tax Planning

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.

Chesapeake Financial Advisors

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.

Constellation Financial Advisors Inc.

Constellation Financial Advisors Inc. is a Towson business that provides investment services to businesses and individuals and has been serving clients for over 18 years. The business’ services include financial planning, tax planning, mortgages, saving, succession planning, investments, retirement planning, insurance, and charitable giving. President and founder Servando “Sam” Llanio is a Financial Advisor and has more than 28 years of experience.

Geier Asset Management, Inc.

• Estate Planning
• Insurance Products
• Retirement Planning
• Certified Financial Planner (CFP)

Geier Asset Management, Inc. is a financial advisory business that serves clients in Baltimore. Its services include tax planning and preparation, asset management, retirement planning, education planning, insurance planning, and cash flow and budget analysis. A large portion of its client base is consists of accumulators, retirees, and clients who are close to retirement. The team headed by Joseph N. Geier comprises certified public accountants and a Certified Financial Planner professional. Geier is a CPA and client manager with nearly 25 years of experience.

InvestEd

• Certified Financial Planner (CFP)

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.

JBA Financial Advisors

• Retirement Planning

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.

Martin/Wight & Company, LLC

• Retirement Planning

Martin/Wight & Company, LLC, helps clients in Baltimore develop and implement plans that would help them achieve their long-term financial goals. Established in 1994, it is focused on working with physicians, dentists, private practices, and hospitals, guiding them in building comprehensive financial planning strategies. The company also provides investment planning, insurance services, practice management, retirement planning, and estate analysis. Martin/Wight & Company, LLC, is registered to offer securities and licensed to sell insurance in nearly every state.

Maryland Capital Management

• Retirement Planning

Founded in 1978, Maryland Capital Management is an investment management firm that serves Baltimore. It offers distinct investment strategies such as equities and flexible income strategies to institutional investors and high-net-worth clients. Its advisors strive to provide customized and research-based investment advice and portfolio management options. The company's president, John Blair, who is a Certified Financial Planner, once served as vice-president for the Private Wealth Management Group of Deutsche Bank.

Matthew Snyder - Ameriprise Financial, LLC

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.

Northbrook Financial

• Certified Financial Planner (CFP)
• Tax Planning

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.

Partnership Wealth Management

• Estate Planning
• Insurance Products
• Retirement Planning

Partnership Wealth Management is a locally owned financial services firm operating in Baltimore. It offers a wide range of services that help individuals maximize their financial opportunities, including same-sex financial planning, investment management, retirement plan consulting, saving for college, and charitable giving strategies. Its team of personal financial advisors educates clients about their options to help them in making informed decisions. One of the advisors is Tim Hai who has been working in the industry since 1996.

Picket Fence Financial

• Certified Financial Planner (CFP)

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.

Provision Financial Planning

Provision Financial Planning is a Fee-Only financial planning firm located in Towson, Maryland focusing on guiding people to and through retirement. Since they don't sell products for a commission, they have a legal obligation to act as a Fiduciary at all times and are only compensated by their clients. Founder Robert Lindstrom is a CERTIFIED FINANCIAL PLANNING (CFP) professional and Enrolled Agent. Primary services include ongoing financial planning, investment management, and tax preparation. Provision Financial Planning is a proud member of NAPFA, Fee-Only Network and XY Planning Network and a proud contributor to Nerdwallet, Humble Dollar, Best Company, and the White Coat Investor.

Retirement & Investment Group

• Retirement Planning

Retirement & Investment Group provides financial advice to clients in Baltimore. 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 of 2021 by Forbes.

WPG Financial Group

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.