Expertise.com

Best Financial Advisors in Columbia

Laurels
Laurels

We did the research for you!

Learn more
  • checkbox
    Licensing
  • checkbox
    User Reviews
  • checkbox
    Mystery Shopping Calls

Financial Advisors FAQs

Learn more
Columbia, MDColumbia, MD

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.

Columbia, MDColumbia, MD

Website

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: --

10715 Little Patuxent Parkway, Suite 120, Columbia, MD 21044
Columbia, MD 21044
  • 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.

10715 Little Patuxent Parkway, Suite 120, Columbia, MD 21044
Columbia, MD 21044

Website(410) 672-8040

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)

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+

5950 Symphony Woods Road Suite 600, Columbia, MD 21044
Columbia, MD 21044
Instagram
  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

5950 Symphony Woods Road Suite 600, Columbia, MD 21044
Columbia, MD 21044

InstagramWebsite(410) 461-3900

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:

20 (Better)

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: --

10320 Little Patuxent Pkwy, Suite 200, Columbia, MD 21044
Columbia, MD 21044
  • 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.

10320 Little Patuxent Pkwy, Suite 200, Columbia, MD 21044
Columbia, MD 21044

Website(443) 808-8362

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)

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+

6700 Alexander Bell Drive, Suite 200, Columbia, MD 21046
Columbia, MD 21046
  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist

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.

6700 Alexander Bell Drive, Suite 200, Columbia, MD 21046
Columbia, MD 21046

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+

10025 Governor Warfield Pkwy #100, Columbia, MD 21044
Columbia, MD 21044
  • 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.

10025 Governor Warfield Pkwy #100, Columbia, MD 21044
Columbia, MD 21044

Website(443) 539-3331

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+

2333 Baltimore Blvd Suite B, Finksburg, MD 21048
Finksburg, MD 21048
  • Retirement Planning
  • Insurance Products

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.

2333 Baltimore Blvd Suite B, Finksburg, MD 21048
Finksburg, MD 21048

Website(443) 952-7232

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)

10008 Colesville Road Suite B, Silver Spring, MD 20901
Silver Spring, MD 20901
  • 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.

10008 Colesville Road Suite B, Silver Spring, MD 20901
Silver Spring, MD 20901

Website(301) 593-7900

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)

8115 Maple Lawn Blvd, Suite 350, Fulton, MD 20759
Fulton, MD 20759
Instagram
  • 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.

8115 Maple Lawn Blvd, Suite 350, Fulton, MD 20759
Fulton, MD 20759

InstagramWebsite(410) 823-5442

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:

6 (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: --

8850 Columbia 100 Parkway, Suite 403, , MD, Columbia, MD 21045
Columbia, MD 21045
  • Estate Planning
  • Tax Planning
  • Tax Preparation
  • Retirement 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.

8850 Columbia 100 Parkway, Suite 403, , MD, Columbia, MD 21045
Columbia, MD 21045

Website(410) 908-9293

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)

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+

5052 Dorsey Hall Drive Suite 203, Ellicott City, MD 21042
Ellicott City, MD 21042
  • 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.

5052 Dorsey Hall Drive Suite 203, Ellicott City, MD 21042
Ellicott City, MD 21042

Website(410) 715-1611

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:

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+

9250 Rumsey Road Suite 103, Columbia, MD 21045
Columbia, MD 21045
  • 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.

9250 Rumsey Road Suite 103, Columbia, MD 21045
Columbia, MD 21045

Website(410) 415-5000

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)

P.O. Box 266, Fulton, MD 20759
Fulton, MD 20759

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.

P.O. Box 266, Fulton, MD 20759
Fulton, MD 20759

Website(301) 776-4244

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:

4.9 / 5 ( Best)

Total Reviews:

28 (Best)

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)

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.

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: --

8840 Stanford Blvd. Suite 4000, Columbia, MD 21045
Columbia, MD 21045
  • 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.

8840 Stanford Blvd. Suite 4000, Columbia, MD 21045
Columbia, MD 21045

Website(443) 741-9101

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+

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).

Read All FAQS

Wrong city? Here are some nearby places:

Search for Financial Advisors near you