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 169 111 24

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

  • 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.

509 South Exeter Street
Baltimore, MD 21202

Website

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.

4 North Park Drive
Cockeysville, 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

  • Retirement Planning
  • Certified Financial Planner (CFP)

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.

2330 West Joppa Road
Lutherville-Timonium, 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

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

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.

1215 East Fort Avenue
Baltimore, MD 21230

Website

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