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Best Financial Advisors in Ellicott City

2023

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

Why choose this provider?

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.

License Verified:

License: 159388

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.
4.8
Facebook
4.9 / 5 (29)
Google
4.5 / 5 (8)

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

Why choose this provider?

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.

License Verified:

License: 120278

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 (9)

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
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

License Verified:

License: 1244218

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

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

Why choose this provider?

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.

License Verified:

License: 157906

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

Why choose this provider?

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.

License Verified:

License: 712848

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

Why choose this provider?

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.

License Verified:

License: 1288816

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

Why choose this provider?

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.

License Verified:

License: 1714941

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 (12)

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 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.

License Verified:

License: 155216

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

Why choose this provider?

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.

License Verified:

License: 299021

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 (1)
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
10715 Little Patuxent Parkway, Suite 120, Columbia, MD 21044
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Preparation

Why choose this provider?

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.

License Verified:

License: 724306

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

Why choose this provider?

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.

License Verified:

License: 1817336

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

Why choose this provider?

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.

License Verified:

License: 2125742

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

Why choose this provider?

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.

License Verified:

License: 121558

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
3.9 / 5 (16)
Facebook
5.0 / 5 (1)
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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 are the advantages and disadvantages of rebalancing a portfolio in Ellicott City?

    Ellicott City investors rebalance their holdings periodically to keep their portfolios diverse and consistent with their risk tolerance. Rebalancing entails liquidating high-performing assets and reinvesting the profits into lower-performing ones. However, investors can risk losing out on potential returns if they rebalance away from these better-performing assets since poor-performing assets may continue to grow at low rates over time.

  • Are there savings bonds that are inflation-protected in Ellicott City?

    In Ellicott City, you may purchase Series I bonds, which are inflation-protected savings bonds issued and guaranteed by the United States Treasury. Series I bonds advertise an annualized interest rate but adjust that rate every six months to account for inflation. Interest is accrued monthly and added to the bond's value twice yearly, but you won't be able to withdraw it until you've held the bond for at least five years, at which point you may do so without incurring any penalties.

  • Can there be reasons why you must not hire a financial advisor in Ellicott City?

    A financial advisor in Ellicott City is not recommended for the following reasons:

    • You can work independently and are inclined to disregard the guidance of an advisor
    • You may want to seek the counsel of an attorney instead of a financial advisor if you have unmanageable debt
    • You may need a mediator before hiring an advisor if you and your spouse have different financial objectives
    • You don't have enough time to devote to the planning process.

  • Why should you take advantage of employer-sponsored retirement plans in Ellicott City?

    Employer-sponsored retirement plans in Ellicott City are among the most effective means of saving for retirement. These plans have advantages, including tax deferral on investment growth and matching contributions from an employer. You also have the flexibility to choose the percentage of your pay to contribute, up to the legal limit, and adjust this amount on specific dates in a year or as necessary. In addition, you may borrow a part of your vested sum at a manageable interest rate.

  • What are some actions that can result in possible credit problems in Ellicott City?

    Any of the following credit card actions might lead to credit problems in Ellicott City:

    • Using one credit card to settle another card debt
    • Taking out credit advances
    • Spending more than one can afford to repay
    • Postdating a check that one does not have the funds to cover
    • Opening a new credit card to take out a larger loan Credit indicators of trouble are crucial to recognize in order for you to take corrective action quickly.

  • 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.

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