Laurels
Best Financial
Advisors in
Baltimore
2017

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored financial advisors on more than 25 variables across five categories, and analysed the results to give you a hand-picked list of the best financial advisors in Baltimore, MD.

ReviewedCuratedTop Picks16310518

Our Selection Criteria:

  • 1. Reputation

    A history of delighted customers and outstanding service.

  • 2. Credibility

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Experience

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

  • 4. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Bay Point Wealth Management

Bay Point Wealth Management is an Annapolis business that provides fee-only financial services to prosperous individuals and families. The business’ services include estate planning, retirement planning, education funding, charitable gift planning, risk and insurance management, tax planning, debt management, and cash flow management. Founder and Principal William J. Hufnell is a Certified Public Accountant and a Certified Financial Planner. His memberships are the Maryland Association of Certified Public Accountants, the National Association of Personal Financial Advisors, and the American Institute of Certified Public Accountants.

Annapolis, MD(410) 626-8198

Website

Berman McAleer

Berman McAleer is a Timonium business that serves businesses and high-net-worth families and individuals. The business has been serving clients for over 13 years. Services include wealth management and financial planning. Co-Founder David L. Berman’s designations are Chartered Financial Consultant, Certified Financial Planner, and Chartered Life Underwriter. Co-Founder and Chief Administrative Office J. Joseph McAleer, IV is the past board member of the Financial Planning Association of Maryland. Berman McAleer was the Baltimore Business Journal Best Places to Work winner in 2014 and 2015. The business also won the Five Star Wealth Manager Award in 2016.

Timonium, MD(410) 560-9960

Website

Bryant Financial Advisory

Bryant Financial Advisory is a Cockeysville business that has more than 30 years of experience. Services include financial goal setting, cash flow management, retirement planning, investment planning and management, asset protection and risk management, tax planning, estate planning, and insurance planning. Bryant Financial Advisory also helps with selecting adult care facilities and with children’s education planning. Nancy T. Bryant is a member of the American Association of Individual Investors.

Cockeysville, MD(443) 281-8010

Website

Buttonwood Financial Advisors

Buttonwood Financial Advisors is a Baltimore business that has been serving clients for over eight years. The business serves individuals and families. The business offers financial services including retirement and education, investment management, taxes, insurance, and debts. Principal and Financial Advisor Damian Gallina has over 20 years of experience and is a member of the Baltimore CFA Society. Principal and Portfolio Manager Jeff A. Malcolm has more than 15 years of experience and is also a member of the Baltimore CFA Society.

Baltimore, MD(410) 988-2391

Website

Capital Financial Benefit Solutions, LLC

Capital Financial Benefit Solutions, LLC is a Hunt Valley business that provides insurance, investment, and financial planning services. Services include estate plans, retirement plans, money management, tax plans, college plans, 401k planning, profit sharing plans, life insurance, long-term care insurance, and disability income insurance. Founder H. Stanley Evans is a Certified Financial Planner and has been Agent of the Year many times.

Hunt Valley, MD(410) 821-2920

Website

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.

Towson, MD(410) 823-5442

Website

Compton Financial Group

Compton Financial Group is a Towson family-run business that has been serving clients for over 38 years. The business’ services include education planning, retirement planning, tax planning, asset management, estate planning, insurance planning, and financial planning. Compton Financial Group’s corporate services include vendor analysis and search, retirement plan consulting, participant education services, and assistance with advanced plan design. The business has an A+ rating from the Better Business Bureau.

Towson, MD(410) 321-0168

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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.

Towson, MD(410) 321-8808

Website

Geier Asset Management, Inc.

Geier Asset Management, Inc. is a Marriottsville business that provides fee-only financial planning services. Services include tax planning and preparation, asset management, retirement planning, estate planning, education planning, insurance planning, cash flow and budget analysis, and charitable giving. Geier Asset Management, Inc. serves families, individuals, professionals, business owners, and professional athletes. Joseph N. Geier, CPA is the President and Client Manager and is a member of the American Institute of Certified Public Accountants and the Maryland Association of Certified Public Accountants.

Marriottsville, MD(410) 824-1853

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Harbor Investment Advisory

Harbor Investment Advisory is a Lutherville business that serves institutions, affluent individuals, and families. The business offers investment management services. Chief Operating Officer and Managing Principal Betsy B. Brennen is a Certified Financial Planner and has over 29 years of experience. On Wall Street magazine chose President and Managing Principal Fred Hill as one of the Top 100 Branch Managers five times. Chief Financial Officer Ray Dean has more than 22 years of experience.

Lutherville, MD(410) 659-8900

Website

JBA Financial Advisors

JBA Financial Advisors is a Timonium business that has been serving businesses and individuals for over six years. Services include financial planning, money management, and consulting. John Berzelli is the principal and he has over 30 years of experience. He is a Certified Financial Planner and a Certified Life Underwriter. John is a member of the American Institute of Certified Public Accountants and the Financial Planning Association. JBA Financial Advisors is accredited by the Better Business Bureau and has an A+ rating.

Timonium, MD(410) 584-1491

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Martin/Wight & Company, LLC

Martin/Wight & Company, LLC is a Hunt Valley business that has been serving dentists and physicians for over 21 years. Services include practice management, investment planning, insurance services, estate analysis, retirement planning, and financial planning. Managing Partner Brian Martin is an Investment Advisor Representative and works with individuals, hospitals, and private practices. Ted Wight is a Managing Partner and is a Chartered Financial Consultant, a Certified Financial Planner, an Investment Advisor Representative, and a Chartered Advisor for Senior Living.

Hunt Valley, MD(410) 785-7654

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Parr Financial Solutions, Inc.

Parr Financial Solutions, Inc. is a Columbia business that has been serving clients for over 22 years. The business provides clients with fee-only financial services including financial planning and portfolio management. Parr Financial Solutions, Inc. serves baby boomers, families, corporate executives, professionals, and business owners. Christopher P. Parr is the President and CEO and a Certified Financial Planner. Worth magazine chose him as one of the country’s 250 Best Financial Advisors four times. He is a member of the National Association for Personal Financial Advisors.

Columbia, MD(410) 740-9011

Website

Picket Fence Financial

Picket Fence Financial is a Bel Air business that serves Palm Harbor, St. Pete, Tampa, and Clearwater, FL, and Baltimore County, Anne Arundel County, Harford County, and Washington. The business provides fee-only tax preparation and financial planning services. Services include college planning, investment management, retirement planning, and business retirement planning. Founder and President Kirk Kinder is a Certified Financial Planner. Financial publications such as Standard and Poor’s, Kiplingers, the Wall Street Journal, Bloomberg Wealth Manager, and Investor’s Business Daily have quoted him. He has appeared on NBC affiliates in Tampa Bay and Baltimore, ABC, and Fox.

Bel Air, MD(410) 878-2999

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Prostatis Financial Advisors Group

Prostatis Financial Advisors Group is a Hanover business that has four locations and has been serving clients in Northern Virginia, Baltimore, Florida, and Washington for over 12 years. Services include financial planning, investment management, tax planning and preparation, estate planning, and insurance. Founding member Michael Canet has written two books and is regularly on CBS, ABC, NBC, FOX, WSJ, USA Today, and Forbes as well as in publications. Prostatis Financial Advisors Group is accredited by the Better Business Bureau and has an A+ rating.

Hanover, MD(410) 863-1040

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Retirement & Investment Group, LLC

Retirement & Investment Group, LLC is a Catonsville business that specializes in helping people plan for retirement, transition to retirement, and live comfortably in retirement, using the company's Retirement Planning Analysis tools and modeling. Retirement & Investment Group works with over 350 families across 19 states and is headed up by company president Thomas Quirk, who has over 23 years of experience. Quirk is a Certified Financial Planner, a Chartered Retirement Planning Counselor, has a Financial Planning certification from Boston University Center for Professional Education, and is also a member of the Catonsville Chamber of Commerce. He has had articles on retirement published in the Senior Digest and Baltimore Business Journal and is an approved Retirement Instructor for the State of Maryland pre-retirement class who has been teaching for over 15 years.

Catonsville, MD(410) 744-8707

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Script Financial

Script Financial is a Baltimore business that serves young professionals and pharmacists. The business is fee-only and services include financial planning, investment management, Legend Membership, and speaking engagements. Tim Baker is a Certified Financial Planner and a NAPFA-Registered Financial Advisor. His memberships include the National Association of Personal Financial Advisors, the Financial Planning Association, the XY Planning Network, and the Fee-Only Network.

Baltimore, MD(443) 863-8779

Website

WMS Partners

WMS Partners is a Towson business that has been serving clients for over 22 years. The business provides fee-only services and serves families and individuals. WMS Partners’ wealth advisory services include estate planning, retirement planning, family education, tax planning, personal business services, cash flow management, risk management, family business consulting, philanthropic advisory, goal planning, and accounting support. WMS Partners has an A+ rating from the Better Business Bureau.

Towson, MD(410) 337-7575

Website

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