Best Financial Advisors in Baltimore

2022

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A.G. Campbell Advisory LLC

• Certified Financial Planner (CFP)
• Finance Planning

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.

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.

Buttonwood Financial Advisors

• Certified Financial Planner (CFP)

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.

Capital Financial Benefit Solutions, LLC

• Certified Financial Planner (CFP)

Capital Financial Benefit Solutions, LLC provides insurance, investment, and financial planning services to clients in Baltimore and the surrounding communities. Services include estate plans, retirement plans, money management, 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 40 years. Stan, together with three partners, established the firm in 2006.

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.

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.

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.

GGM Wealth Advisors

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

• Certified Financial Planner (CFP)
• Retirement Planning

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.

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

Maryland Capital Management, LLC is an independent investment management firm committed to serving institutional and individual investors in Baltimore and nationwide. Founded in 1978, the firm offers investment advice and portfolio management solutions. Its team of portfolio managers also provides complimentary financial planning services to help clients grow and manage their wealth. They work with the clients' accounting, estate planning, and insurance advisors to provide solutions that are based on their specific needs and current situation.

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.

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.

Partnership Wealth Management

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

Partnership Wealth Management (PWM) is a registered investment advisor (RIA) serving clients in Maryland, greater DC, and other states across the country. Located in Baltimore, PWM helps clients plan for their future through personal financial planning strategies. PWM’s holistic advice helps clients improve financial concerns from their day-to-day finances to retirement planning; tax strategies to estate planning strategies; and insurance to charitable giving. It accommodates women investors and has a history of working with LGBTQIA+ community members to aid in their financial planning needs.

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 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.

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.

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.

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.

Your Financial Pharmacists

• Certified Financial Planner (CFP)
• Tax Planning

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.