Best Financial Advisors in Columbia

2022

Athlon Advisors

• Certified Financial Planner (CFP)

Athlon Advisors is a financial services company that caters to clients in Columbia. It provides financial planning services for individuals, including retirement and estate planning. The company uses various software tools from brands like Riskalyze and e-Money to help clients track personal financial goals. It also offers tax preparation, bookkeeping, and payroll management solutions for small business owners. Mike Engler, one of the company's co-founders, is a former investment broker for Merrill Lynch. He is a U.S. Navy veteran.

Baltimore-Washington Financial Advisors

• Retirement Planning
• Certified Financial Planner (CFP)

Baltimore-Washington Financial Advisors, Inc., is an independent investment planning firm serving individuals, families, business owners, and non-profit entities in Columbia. It has three members who have the Certified Elder Planning Specialist (CEPS) designation, which allows the firm to develop better custom aging plans. Finances and planning for healthcare, legacy, legal matters, and end-of-life directives are all included in the firm's aging plan service. The firm also assists with pension benefits, retirement account rollover, and Social Security and Medicare benefits.

Bay Point Wealth

• Certified Financial Planner (CFP)

Bay Point Wealth guides clients in Columbia with their financial journey. Its team of Certified Financial Planners, Certified Public Accountants, and Chartered Financial Analysts assist individuals in developing a financial plan unique to their needs and situations. The financial plan incorporates investment and tax strategies to promote wealth growth. The team suggests investments that fit the client's circumstances and risk level. It also looks into tax savings opportunities. For over 20 years, the wealth management firm has helped many clients and families achieve their financial goals.

Bestgate Wealth Advisors, LLC

• Estate And Trust Specialist
• Certified Financial Planner (CFP)

Bestgate Wealth Advisors, LLC is a fiduciary financial advisory firm serving individuals and businesses in Columbia and the nearby areas. Its advisors provide clients with a wide range of services, including retirement plans, investment strategies, estates, wealth management, and business and financial planning. It also provides Medicare insurance coverage. The managing partner, Greg Will, holds various certifications, including Certified Investment Management Analyst and Personal Financial Specialist. Will also gives seminars to professional groups regularly.

Brightworks Wealth Management

• Certified Financial Planner (CFP)

Brightworks Wealth Management is a team of independent financial advisors that serves individuals, businesses, and non-profits and foundations in Columbia and neighboring areas. They assist in building an investment portfolio, as well as in planning for retirement, college education, estate, and charitable giving. To provide comprehensive advice, they work with external professionals like CPAs, attorneys, and third-party administrators. With over a decade of experience in financial services, co-founder Scot Millen holds the Accredited Investment Fiduciary designation.

Centuria Financial Group

• Insurance Products
• Retirement Planning

Since 2020, Centuria Financial Group has been serving clients in Columbia. Its team helps individuals develop a roadmap to meet their short-term and long-term financial goals. They help in setting budgets, choosing insurance policies, and planning for retirement with a stable and sustainable income. The firm also runs a personal financial website to help clients keep track of their targets. Lead financial planner David McCabe has more than a decade of experience in the mortgage and financial sectors.

Cetera

• Tax Preparation

Cetera provides clients in Columbia and the surrounding communities with tailored wealth management services. The financial advisors help individuals develop retirement strategies, manage wealth distribution, find suitable insurance plans, and set up an investment portfolio. They also guide clients into understanding securities, including stocks, mutual funds, and variable annuities. One of the firm's financial advisors, Joyce A. Wallace, is a summa cum laude accounting graduate. She is also a Certified Public Accountant, financial advisor, and insurance agent.

Chesapeake Financial Advisors

• Retirement Planning

Chesapeake Financial Advisors has been providing services to families and individuals in the Columbia metro since 1998. Its range of services includes retirement distribution, wealth accumulation, and education planning. The independent company also offers investment management solutions, such as institutional investment accumulation, retirement plan consulting, asset allocation strategies creation, and 401(k) investment check-ups. In addition, its financial advisors deal with tax preparation. Founder Tom Taylor is a member of the Maryland Association of Certified Public Accountants and the National Association of Tax Professionals.

Financial 1 Tax

• Estate Planning
• Retirement Planning
• Tax Preparation
• Tax Planning

Financial 1 Tax has been serving families and individuals throughout Columbia for more than 19 years. The firm provides a wide range of services, such as charitable tax planning, drafting wills and trusts, Roth IRA conversion strategies, retirement planning, and Social Security tax reduction. Its team of financial advisors advises clients in matters involving estate planning and elder law. Financial 1 Tax has been featured in various publications, including US Weekly, The Wall Street Journal, and MarketWatch.

Jolles Financial

• Estate And Trust Specialist

Established in 1985, Jolles Financial serves individuals, professionals, and business owners in the Columbia metro. It offers a wide range of financial-related services, including investment, retirement, and estate preservation and legacy planning. The company creates holistic planning strategies tailored to clients' needs and lifestyles. In addition, its financial advisors process life and disability insurance policies. Founder Brian Jolles is a Chartered Life Underwriter and a Chartered Financial Consultant who has been in the industry for nearly 40 years.

Kauffman Kim, LLP Certified Public Accountants & Advisors

• Tax Preparation
• Tax Planning

Kauffman | Kim, LLP provides business accounting and tax services for clients throughout Columbia. Its accounting service provides solutions for businesses in numerous industries. It also helps minimize tax liability for clients through comprehensive planning. The firm also caters to nonprofit organizations regarding applications for tax exemption and the development of policies for conflicts of interest. Partner John Kim is a CPA who has served clients in six different countries and over 20 states. He is QuickBooks Online certified.

Lim Financial Group

• Certified Financial Planner (CFP)

Lim Financial Group is an independent financial planning firm that helps clients in Columbia and the surrounding areas grow and preserve their wealth. Its team of wealth advisors guides clients in retirement planning, investment management, insurance planning, estate conservation, and business succession planning. The firm is composed of founder Alexander H. Lim, who has over two decades of experience in the financial services industry, and Director of Planning Steven Lim, who holds Certified Financial Planner designation.

Maven Wealth Management

Maven Wealth Management is an independent financial services firm that serves clients in Columbia. It assists individuals in pursuing and achieving their financial goals through financial planning, investment management, and retirement planning. Its wealth management team has members with diverse areas of expertise as a result of working for various Wall Street firms. The team is led by Denika Tokunaga, who specializes in providing wealth management services to high-asset individuals, corporations, and non-profit organizations.

Severn Financial Advisors, LLC

• Certified Financial Planner (CFP)

Severn Financial Advisors, LLC, is a firm that helps clients in Columbia manage their money and achieve their financial goals. It offers different kinds of financial planning services, from investment and risk management to funding for education and retirement. For businesses, the firm offers assistance in company retirement and business succession and key person planning. It also designs a wealth management plan aligned to the individual's needs, goals, and current financial position. Stephen James, the founder, is a Certified Financial Planner.

TriBridge Partners LLC

• Certified Financial Planner (CFP)

TriBridge Partners, LLC, is a financial advisory firm serving the community of Columbia. It assists individuals and families with structuring investment plans for college funding, allocating assets, forming tax reduction strategies, and planning for retirement. It also caters to business owners and employers, helping them with establishing employee benefits and providing human resources support. The firm was founded in 2013 in a merger between three organizations and is a partner of the Association of Legal Administrators' Maryland Chapter.

White Oak Wealth Management

• Certified Financial Planner (CFP)

Established in 2016, White Oak Wealth Management serves clients in Columbia and the surrounding areas. The company offers a broad portfolio of financial and wealth management services, including financial planning and investment management services. The company comprises highly qualified financial and asset management experts who help clients grasp the complexities of financial planning by creating simple financial reports. This assists their consumers in determining how far they have progressed in meeting their financial objectives.