Best Financial Advisors in Ellicott City

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Abel Financial logo

Abel Financial

101 E. Chesapeake Ave, Suite 203, Towson, MD 21286
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  • Certified Financial Planner (CFP)

Abel Financial caters to customers in the Ellicott City metro and the surrounding communities. It offers investment planning solutions, helping clients achieve their financial goals. Its process involves analyzing clients' investment portfolios, finding out how much risk they have, developing personalized plans designed to preserve savings, and determining whether investment solutions such as annuities and real estate should be incorporated in the program. The firm also provides cash flow, estate, and retirement planning services. Founder Rita Abel holds the CFP designation.

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Athlon Advisors logo

Athlon Advisors

10715 Little Patuxent Parkway, Suite 120, Columbia, MD 21044
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Preparation

Athlon Advisors caters to individuals, families, and businesses in Ellicott City and the surrounding areas. It helps clients manage their wealth by offering financial planning services. These cover education, estate, and retirement planning; insurance strategies; investment management; and tax projection and preparation. It also provides bookkeeping and payroll reporting solutions. Christopher A. Schipske, the firm's managing partner, brings 25 years of experience in the financial services industry. He holds the Certified Financial Planner designation.

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Baltimore-Washington Financial Advisors logo

Baltimore-Washington Financial Advisors

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

Baltimore-Washington Financial Advisors is an independent firm that has been serving individuals and families in Ellicott City and nearby areas since 1986. It offers financial planning solutions that cover retirement, estate, pensions, Social Security, and Medicare. The company also assists with investment management and tax planning. In addition, it helps businesses with mergers, acquisitions, and succession planning. Baltimore-Washington Financial Advisors is composed of 25 industry professionals with CFPs, CPAs, and Certified Elder Planning Specialists.

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Brightworks Wealth Management logo

Brightworks Wealth Management

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

Brightworks Wealth Management offers a broad range of financial advisory solutions to clients throughout Ellicott City. This independent wealth management firm supports individuals and businesses in accumulating, conserving, and transferring wealth to help them reach their short-term and long-term financial goals. Its advisors help clients with planning for college, retirement, and charitable giving, as well as creating a lasting legacy, managing their investments, and allocating their assets. The firm is staffed by Certified Financial Planners who have been in the industry for decades.

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Drown Financial Services logo

Drown Financial Services

10490 Little Patuxent Parkway Suite 200, Columbia, MD 21044
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Drown Financial Services, which was founded in 1990, serves individuals and business owners in Ellicott City and the surrounding communities. The firm provides actively managed diverse portfolios, exchange-traded products, social impact investing, and global tactical strategies. It also aids in the administration of brokerage accounts, profit-sharing plans, annuities, and disability income insurance. Darrel Drown, the company's founder, has extensive experience in charitable giving and long-term care. Vicus Capital, Inc., Partners Financial Group, and Cetera Advisor Networks, LLC are all affiliated with Drown Financial Services.

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Financial Advantage Associates logo

Financial Advantage Associates

1803 Research Boulevard, Suite 401, Rockville, MD 20850
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  • Estate Planning
  • Retirement Planning
  • Certified Financial Planner (CFP)

Financial Advantage Associates caters to individuals and business owners in Ellicott City. The firm assists with tax reduction strategies, stocks and bonds, disability and long-term care insurance, portfolio management, and financial planning. It also provides mutual funds, executive compensation programs, succession planning, and financial education seminars. Non-profit organizations can also benefit from specialty services such as deferred compensation, asset management, and charitable planned giving. Jonathan R. Abbett, the company's managing partner, has more than 25 years of experience.

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Gordon Financial Services logo

Gordon Financial Services

4240 Buckskin Wood Drive, Ellicott City, MD 21042
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  • Retirement Planning

Gordon Financial Services serves clients in Ellicott City. It helps individuals and families achieve their financial objectives through investment management and financial planning services. The company incorporates clients' lifestyle, retirement, and college education goals into its financial advisory services in anticipation of the potential effects of life events on personal finances. Owner Larry Gordon has been providing business retirement planning services since 1984. He offers investment advisory services through Grove Point Advisors, LLC, and securities through Grove Point Investments, LLC.

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InvestEd. logo

InvestEd.

345 North Charles Street, Baltimore, MD 21201
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  • Certified Financial Planner (CFP)

InvestEd. is a boutique firm that serves individuals of all ages, incomes, and career paths, as well as small, medium, and large businesses in Ellicott City and the rest of the country. It assists clients in achieving their financial goals through fiduciary financial advisory services that include investment advising, financial planning, and financial education. Although InvestEd. was only established in 2015, its team has more than 95 years of combined financial advisory and investment experience. Its business clients include Chick-fil-A.

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Jolles Financial logo

Jolles Financial

5052 Dorsey Hall Drive Suite 203, Ellicott City, MD 21042
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  • Certified Financial Planner (CFP)

Jolles Financial is an advisory firm helping individuals, professionals, and business owners plan for their future in Ellicott City and nearby communities. It renders an array of solutions which includes retirement and income, estate preservation and legacy, investment, and longevity planning. It also offers insurance planning, self-directed brokerage, and 401(k) services. The firm's founder, Brian Jolles, is a ChFC and CASL who serves as the Immediate Past President of the Maryland state NAIFA. Jolles Financial has been operating since 1985.

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Lim Financial Group logo

Lim Financial Group

9250 Rumsey Road Suite 103, Columbia, MD 21045
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  • Certified Financial Planner (CFP)

Lim Financial Group serves individuals in Ellicott City, helping them prepare for their retirement. It guides them in developing plans tailored to their specific needs and financial goals. The independent financial planning firm also educates clients about the concepts and products associated with investing, estate conservation, insurance, and preserving wealth. Vice President Steven A. Lim is a Certified Financial Planner. He also received a Mastery of Philanthropic Solutions in Financial Planning certificate after completing a six-part course sponsored by AHA and the FPA.

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Lowe Wealth Advisors logo

Lowe Wealth Advisors

6230 Old Dobbin Lane Suite 170, Columbia, MD 21045
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  • Certified Financial Planner (CFP)

Lowe Wealth Advisors serves business owners, professional artists, and foundations in Ellicott City. The firm provides money management services such as asset building, wealth accumulation, benefits planning, and portfolio allocation. It guides clients in every step of the planning process, starting from crafting financial mission statements and developing strategies to managing risks and conducting advisory sessions. Its founder Harold Lowe is a CFP, CLU, and licensed insurance agent. He has been in the financial services industry for over 50 years.

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Metropolitan Wealth Advisors logo

Metropolitan Wealth Advisors

6811 Benjamin Franklin Suite 160, Columbia, MD 21046
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  • Certified Financial Planner (CFP)

Metropolitan Wealth Advisors has been providing services to individuals, business owners, and corporate clients in Ellicott City and the surrounding metros for more than 25 years. It assists clients with investment advice, securities, wealth management, financial planning, and student loan refinancing. The firm has developed a concierge-level client service that includes a quarterly review, retirement plan forecast, charitable planning strategies, legacy coaching, and protection analysis. The firm's managing partner, James M. Lee, is a ChFC, an investment advisor representative, and a financial planner.

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Paladin Advisor Group logo

Paladin Advisor Group

8178 Lark Brown Road Suite 201, Elkridge, MD 21075
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  • Certified Financial Planner (CFP)

Paladin Advisor Group offers services for the financial advantage of individuals, employees, and employers in Ellicott City and the surrounding communities. The company's financial advisors perform services such as creating, reviewing, and adjusting a retirement plan. It renders wealth management options, including trusts and wills, asset and legacy planning, and investment strategies. Its other services include workplace savings like retirement accumulation, cash flow planning, and debt reduction strategies. Paladin Advisor Group has a combined experience that exceeds 100 years.

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Shapiro & Lipchin Wealth Management, LLC logo

Shapiro & Lipchin Wealth Management, LLC

8 Reservoir Circle Suite 200, Baltimore, MD 21208
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  • Certified Financial Planner (CFP)

Shapiro & Lipchin Wealth Management, LLC, serves residents of Ellicott City. It implements plans that are designed to help families and small businesses address their financial needs and achieve long-term goals. It advises clients on investment and tax strategies to maximize their income and offers insurance products to protect them from financial risks. Other services include estate, lifestyle, and retirement planning and money management. The firm’s principal advisor, Michael D. Shapiro, carries over 34 years of industry experience.

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White Oak Wealth Management logo

White Oak Wealth Management

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

White Oak Wealth Management helps Ellicott City residents prepare for their retirement, secure funding for their children's college education, and plan legacies for the succeeding generations. Before developing and implementing financial plans and investment strategies, it takes time to understand the clients' objectives and explain their options. David Berger launched the company in 2016 to encourage people to manage their finances in preparation for their future. He holds a bachelor's and master's degree in Finance.

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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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