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Best Financial Advisors in Columbia

2024

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SmartAdvisor by SmartAsset

Columbia, MD
  • Estate Planning
  • Financial Planning
  • Investment Management
  • 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
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Price: Free Consultation

Columbia, MD

Why choose this provider?

Need help contacting a Financial Advisor in Columbia? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

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: Free booking service | Call 848.Book.Pro!

Website
8115 Maple Lawn Blvd, Suite 350, Fulton, MD 20759
  • Retirement Planning

Why choose this provider?

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.

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.
4.9
Google
4.8 / 5 (22)
Facebook
5.0 / 5 (13)

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.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.

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.
4.7
Facebook
4.9 / 5 (31)
Google
4.5 / 5 (15)
Yelp
1.0 / 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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
10008 Colesville Road Suite B, Silver Spring, MD 20901
  • Tax Preparation

Why choose this provider?

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.

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

Website
10715 Little Patuxent Parkway, Suite 120, Columbia, MD 21044
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

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
10025 Governor Warfield Pkwy #100, Columbia, MD 21044
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

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

Why choose this provider?

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.

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 (6)

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
P.O. Box 266, Fulton, MD 20759

Why choose this provider?

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.

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.
4.9
Google
4.9 / 5 (27)

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
5052 Dorsey Hall Drive Suite 203, Ellicott City, MD 21042
  • Estate and Trust Specialist

Why choose this provider?

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.

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

Why choose this provider?

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.

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.
4.5

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

Website
8840 Stanford Blvd. Suite 4000, Columbia, MD 21045
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

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

Why choose this provider?

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.

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
10320 Little Patuxent Pkwy, Suite 200, Columbia, MD 21044
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

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

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 option is available for investors in Columbia who wish to make money from real estate but do not wish to own assets?

    Investors in Columbia who wish to make money from real estate but don't wish to own assets may resort to real estate investment trusts. These entities are similar to a mutual fund where a third party manages profits from land and buildings on behalf of another who retains the right to a share of the profit.

  • What are some downsides in Columbia to leaving retirement?

    If an individual in Columbia chooses to leave retirement, Social Security benefits will stay if they're at full retirement age, but pensions and health benefits could be affected. Premiums for Medicare may be elevated if the person's income bracket increases. Pensions could also be forfeited if the individual works for the same company he originally retired from.

  • How much can a grandparent in Columbia put in a grandchild's 529 funds before becoming liable for taxes?

    Before becoming liable for taxes in Columbia, a grandparent can deposit up to the upper limit for gifts as named in tax laws. The limit is currently $17,000 per year, meaning that a donor can donate up to $17,000 worth of miscellaneous gratuities per year. Check every year for changes in the limits because revenue laws shift fairly frequently.

  • What traits should an investor in Columbia look for in a financial advisor?

    An investor in Columbia should look for a financial advisor who is a fiduciary and who will put the client's needs first. The credentials are important, and the resident should ask the professional about the latter's investment philosophy and services. One must also look for someone who has a succession plan and a clear fee structure.

  • Should a government worker in Columbia who is using a thrift savings plan for retirement take advantage of the mutual fund window?

    Whether or not a government worker in Columbia should use the mutual fund window for a thrift savings plan depends on what risks one wishes to assume and how much one wants to put in. The minimum investment is at least $10,000, and unless the investor puts in more, fees will take up a large portion of this sum. There is also little way to know what stocks those mutual funds are going into.

  • 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.