Expertise.com
2024

Last updated:

Best Financial Advisors in Bethesda

Our Recommended Top 17

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

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

31

Reviewed

25

Curated

17

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Website
67 Forest St, Suite 271, Bethesda, MD 01752
  • Estate Planning
  • Investment Management
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Financial planning can be challenging; Cedar Hill Financial Group simplifies things. Their first priority is always acting in their client's best interest. That means providing personalized, comprehensive financial advice, along with data driven portfolios. Whether it is planning for retirement, saving for college, or getting a comprehensive financial plan in place, they can help. With over a decade of industry experience, they are committed to helping clients pursue their financial goals. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

License Verified:

License: 5813774

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Complimentary Consultation

SmartAdvisor by SmartAsset logo
FEATUREDExpertise.com

SmartAdvisor by SmartAsset

Bethesda, MD
  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

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

Why choose this provider?

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.

License Verified:

License: 4931616

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Facebook
5.0 / 5 (9)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

License Verified:

License: 110742

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
One Democracy Center 6901 Rockledge Drive Suite 730, Bethesda, MD 20817
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

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.

License Verified:

License: 284987

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

License Verified:

License: 301639

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

License Verified:

License: 155344

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

License Verified:

License: 301639

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

License Verified:

License: 139034

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

License Verified:

License: 170858

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (2)

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

Why choose this provider?

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.

License Verified:

License: 4757353

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.

License Verified:

License: 2708477

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
4.0
Google
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

License Verified:

License: 4445222

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
4.0
Google
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What investment advice and services do fee-only wealth managers provide for Bethesda residents?

    In Bethesda, fee-only wealth managers offer a comprehensive range of asset management and financial planning services to local residents. By engaging in one-on-one consultations with their clients, these experts delve deep into their financial circumstances and investment aspirations. Subsequently, they create a tailor-made financial plan and devise an asset allocation strategy that factors in essential elements like age, objectives, and risk tolerance.

  • How does the fiduciary standard for fee-only financial planning benefit Bethesda residents?

    Adhering to the fiduciary standard is imperative for Bethesda financial advisors, as it obliges them to prioritize their client's best interests above all else. This vital commitment is realized through a diligent process of gathering comprehensive information and conducting meticulous analysis of each client's unique financial situation. Surprisingly, many individuals are unaware that the majority of advisors are only held to the suitability standard. Under this standard, advisors are merely required to provide recommendations that are deemed suitable.

  • How much does it cost to hire the services of a financial advisor in Bethesda?

    Financial advisors in Bethesda aim to create a clear and transparent fee structure by employing a combination of flat fees for financial planning and asset management charges based on a percentage of the clients' managed assets. For clients seeking both comprehensive financial planning and portfolio management, a minimum household balance of $500,000 is typically necessary.

  • What important questions Bethesda residents must ask when choosing the right financial advisors for their unique situations?

    In Bethesda, clients should inquire with financial advisors about their commitment to upholding a fiduciary standard at all times, as opposed to simply adhering to a suitability standard. Additionally, it is essential to inquire about the advisors' preferred method of compensation. Some advisors may favor fee-only or fee-based arrangements. Equally crucial is seeking information about their experience, credentials, and the type of clients they prefer working with.

  • What types of information should Bethesda residents provide to financial advisors or planners?

    Residents of Bethesda should provide financial advisors and planners with tangible and measurable details, encompassing their assets, liabilities, and income. Alongside these, the professionals will assist clients in exploring more intangible aspects, such as their financial history and core values. This comprehensive approach is crucial because an effective financial plan necessitates a thorough assessment of clients' goals, net worth, cash flow, investment holdings, and tax situation.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.