Best Financial Advisors in Bethesda

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321 Ballenger Center dr 202, Frederick, MD 21703
Frederick, MD 21703
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Bestgate Tax & Accounting Advisors assists individuals in Bethesda in creating roadmaps for attaining their financial goals. The team members of the firm create plans for growing wealth and managing risks. They also deal with retirement planning, providing advice solutions to prevent tax liabilities that deplete retirement funds. Their estate planning solutions include option appraisal and the creation of wills, trusts, and other legal instruments. Greg Will, one of the firm's advisors, holds various qualifications including CPA, CFP, CIMA, and RMA.

321 Ballenger Center dr 202, Frederick, MD 21703
Frederick, MD 21703

Website(301) 662-7220

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

321 Ballenger Center Dr Suite 202, Frederick, MD 21703
Frederick, MD 21703
  • Certified Financial Planner (CFP)

Bestgate Wealth Advisors, LLC, caters to clients in Bethesda and the surrounding localities. The company focuses on incorporating tax planning solutions into the financial plans and investment strategies of its clients, particularly retiring individuals. The team employs certified public accountants to provide individualized solutions. Its financial advisors also offer retirement planning, investment planning, estate planning, and insurance solutions. Greg Will, the company's founder, possesses more than 10 years of professional experience in tax and financial planning.

321 Ballenger Center Dr Suite 202, Frederick, MD 21703
Frederick, MD 21703

Website(301) 662-7220

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

7501 Wisconsin Avenue Suite 1500W, Bethesda, MD 20814
Bethesda, MD 20814
  • Tax Preparation
  • Tax Planning

Chevy Chase Trust offers financial solutions to individuals and businesses in Bethesda and surrounding communities. The company explores and understands the client's unique situation and uses their insights in actively managing their asset allocation and designing a risk management strategy for them. It also helps clients invest across different market capitalizations and sectors and provides a fixed-income strategy designed to generate cash flow and preserve capital. CEO Jeff Whitaker is also a director of ASB Capital Management.

7501 Wisconsin Avenue Suite 1500W, Bethesda, MD 20814
Bethesda, MD 20814

Website(240) 497-5000

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

10 (Better)

Score Consistency:

Consistent (Best)

One Democracy Center 6901 Rockledge Drive Suite 73..., Bethesda, MD 20817
Bethesda, MD 20817
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Collins Investment Group offers financial solutions to residents of Bethesda and nearby areas. Its advisors work closely with clients to develop a financial plan and strategy tailored to their needs. They also provide ongoing statements for portfolios, asset-allocation advice, risk or reward analysis of current or potential holdings, portfolio adjustments for life changes, comprehensive estate, and retirement and college-planning programs. Robert J. Collins, the co-CIO and managing director, has been recognized as the Forbes Best-In-State Wealth Advisor from 2019 to 2021.

One Democracy Center 6901 Rockledge Drive Suite 73..., Bethesda, MD 20817
Bethesda, MD 20817

Website(301) 915-9630

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

201 N. Union Street Suite 300, Alexandria, VA 22314
Alexandria, VA 22314
  • Certified Financial Planner (CFP)

Dyson Capital Advisors is a financial services firm that assists residents in Bethesda and the surrounding areas. It offers investment management solutions, covering manager selection and asset allocation. Its advisors develop custom portfolios, monitor managers, and conduct quarterly macroeconomic reviews. It also provides various financial administration services such as cash flow management, estate planning, accounting, insurance review, and tax coordination. Nicholas Perrins established Dyson Capital Advisors in 2007. He has over 10 years of wealth management experience.

201 N. Union Street Suite 300, Alexandria, VA 22314
Alexandria, VA 22314

Website(703) 518-6124

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

7910 Woodmont Ave. Suite 900, Bethesda, MD 20814
Bethesda, MD 20814
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Equity Planning Inc. offers financial advice to residents of Bethesda and the surrounding communities. Its advisors help high-net-worth individuals manage their wealth and plan for their needs. They assist their clients in securing their retirement with a five-step financial plan and a proactive investment strategy. The wealth management team of Equity Planning also identifies risks that can negatively impact clients’ financial security and works to avoid them. The firm has been featured in Forbes.

7910 Woodmont Ave. Suite 900, Bethesda, MD 20814
Bethesda, MD 20814

Website(301) 652-8702

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

6430 Rockledge Drive Suite 504, Bethesda, MD 20817
Bethesda, MD 20817
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

Freedom Financial Advisors of Maryland serves clients in Bethesda and nearby areas. It offers a wide range of financial planning services, from 401(k) and 403(b) to college, estate, and retirement plans. It also handles money purchasing, profit sharing, and tax plans. It specializes in assisting individuals to create retirement strategies. This is accomplished by offering personalized service and educating them about financial concepts and products such as estate conservation, wealth preservation, investments, and insurance.

6430 Rockledge Drive Suite 504, Bethesda, MD 20817
Bethesda, MD 20817

Website(301) 530-1174

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

7910 Woodmont Avenue, Suite 500, Bethesda, MD 20814
Bethesda, MD 20814
  • Certified Financial Planner (CFP)

The team of advisors at May Barnhard Investments assists Bethesda individuals and families in managing their finances. Its comprehensive financial plans are designed with its clients’ goals in mind, whether they saving for a vacation home or college education. Its cash flow-based plans incorporate different areas of specialty, which include education, retirement, and tax planning, debt and risk management, and charitable giving. The firm’s advisors—who share 180 years of collective industry experience—are composed of six CFPs, two CFAs, four CPAs, and four CDFAs.

7910 Woodmont Avenue, Suite 500, Bethesda, MD 20814
Bethesda, MD 20814

Website(240) 781-6214

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

3 Bethesda Metro Center Suite 650, Bethesda, MD 20814
Bethesda, MD 20814
  • Certified Financial Planner (CFP)

MV Financial is a wealth management firm that caters to high-net-worth individuals, investors, and non-profit institutions in Bethesda. It develops long-term financial strategies that are based on its clients’ objectives and risk tolerance. It also offers holistic financial planning services, including retirement plan management. In addition, it provides asset management services and diversifies portfolios by using qualitative and quantitative evaluation techniques. Masood Vojdani, the firm’s president, has over 41 years of industry experience. He has been featured on CNBC and The Wall Street Journal.

3 Bethesda Metro Center Suite 650, Bethesda, MD 20814
Bethesda, MD 20814

Website(301) 656-6545

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

7200 Wisconsin Ave, Suite 500, Bethesda, MD 20814
Bethesda, MD 20814
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

Ortman Financial Planning serves individuals throughout Bethesda and its neighboring areas. It offers financial planning and investment management services, developing plans for savings and cash flow and retirement and college savings. It also provides tax planning and life and disability insurance reviews and helps clients in allocating assets. It provides clients with online access to view their financial accounts. Company principal Patrick Ortman is a Certified Financial Planner and a fiduciary and independent financial advisor.

7200 Wisconsin Ave, Suite 500, Bethesda, MD 20814
Bethesda, MD 20814

Website(301) 799-3140

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

7200 Wisconsin Avenue Suite 903, Bethesda, MD 20814
Bethesda, MD 20814
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Seventy2 Capital Wealth Management offers financial advising services to clients throughout Bethesda and the nearby cities. It helps individuals prepare their future finances by creating strategies suitable for their personal and business short and long-term goals. It also handles various investment products, including commodities, money market funds, annuities, and bonds. The company's co-founder, Thomas Fautrel, has worked as a senior vice president of Morgan Stanley Wealth Management. He was also recognized as Forbes' Top Next-Gen Wealth Advisors of 2018 and 2019.

7200 Wisconsin Avenue Suite 903, Bethesda, MD 20814
Bethesda, MD 20814

Website(301) 298-2230

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1610 West Street, Suite 105, Annapolis, MD 21401
Annapolis, MD 21401
  • Certified Financial Planner (CFP)
  • Tax Planning

Severn Financial Advisors was founded in 2008 and aims to help individuals and families attain their financial goals. The firm serves clients throughout Bethesda, helping them with planning for college, retirement, tax, and insurance. It also assists with managing investments, creating a lasting legacy, and devising business succession strategies. Stephen I. James, one of the firm's founding partners, has been in the industry for more than 35 years and is a contributor to numerous financial planning articles and columns for local newspapers.

1610 West Street, Suite 105, Annapolis, MD 21401
Annapolis, MD 21401

Website(410) 266-7100

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

6901 Rockledge Drive, Suite 700, Bethesda, MD 20817
Bethesda, MD 20817
  • Certified Financial Planner (CFP)

Established in 1996, Strategic Financial Associates, LLC, is an advisory firm that caters to clients in Bethesda. It caters to executives, business owners, emerging affluent individuals, and strategic alliances, providing a wide range of services, including financial planning, investment advisory, and insurance and risk management. The company works closely with clients to coordinate various aspects of their financial life and create a comprehensive plan to meet their objectives and goals. It also offers estate and legal planning solutions.

6901 Rockledge Drive, Suite 700, Bethesda, MD 20817
Bethesda, MD 20817

Website(301) 214-6700

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.8 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1100 Wayne Ave. Ste 670, Silver Spring, MD 20910
Silver Spring, MD 20910
  • Certified Financial Planner (CFP)

Toler Financial Group provides holistic solutions for the Bethesda community. It assists clients in financial planning, developing investment strategies, and evaluating insurance options. Its team of professionals performs customized solutions according to every client's needs and goals, especially helping community members such as the LGBTQ and racial minorities. The firm was founded in 2012 by Fran Toler. She holds a Master of Science in Financial Services degree and has been in the financial services industry for almost 20 years.

1100 Wayne Ave. Ste 670, Silver Spring, MD 20910
Silver Spring, MD 20910

Website(301) 825-8705

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

7501 Wisconsin Ave. Suite 750, West Bethesda, MD 20814
West Bethesda, MD 20814
  • Private Wealth Advisor

Torray, LLC, has been providing investment management services to clients in the Bethesda metro and the neighboring areas since 1972. Its team of advisors and analysts guide clients in managing their wealth and asset with the focus on securing their financial objectives. They also offer risk management assistance. The firm's president and portfolio manager, Shawn M. Hendon, holds an MBA degree and a Chartered Financial Analyst designation. He started his career in the financial services industry in 1976.

7501 Wisconsin Ave. Suite 750, West Bethesda, MD 20814
West Bethesda, MD 20814

Website(855) 753-8174

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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