Laurels
Best Financial
Advisors in
Baltimore
2020

20 Best Baltimore Financial Advisors

  • Our selection process
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We scored 165 Financial Advisors in Baltimore, MD and Picked the Top 20

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.

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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.

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.

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.

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.

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.

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.

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.

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. 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.

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.

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.

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.

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.

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.

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.

Retirement & Investment Group, LLC, is a Catonsville, Maryland, 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. It manages over $200 million in client assets for clients across 21 states and is headed by company president Thomas Quirk, who has nearly three decades of experience. Quirk is a Certified Financial Planner, is 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, teaching for nearly two decades.

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.

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.

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.

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