Laurels

Best Financial Advisors in Baltimore
2021

Why These Financial Advisors?

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

Reviewed Curated Top Picks 165 107 20

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

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

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

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 21202

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 21030

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 21204

Website

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.

1801 Porter St
Baltimore, MD 21230

Website

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 21093

Website

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 21044

Website

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 21230

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 21204

Website

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.

3600 Odonnell St Ste 860
Baltimore, MD 21224

Website

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