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Best Financial Advisors in Ellicott City

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2023
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Abel Financial logo
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License Verified:

License: 121558

Investment Adviser Public Disclosure Database, SEC

Abel Financial

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

Business Description

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)
Athlon Advisors logo
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License Verified:

License: 724306

Investment Adviser Public Disclosure Database, SEC

Athlon Advisors

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

Business Description

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
Baltimore-Washington Financial Advisors logo
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License Verified:

License: 159388

Investment Adviser Public Disclosure Database, SEC

Baltimore-Washington Financial Advisors

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

Business Description

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.
5.0
Facebook
5.0 / 5 (15)
Google
4.8 / 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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Brightworks Wealth Management logo
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License Verified:

License: 155216

Investment Adviser Public Disclosure Database, SEC

Brightworks Wealth Management

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

Business Description

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
Drown Financial Services logo
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License Verified:

License: 2125742

Investment Adviser Public Disclosure Database, SEC

Drown Financial Services

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

Business Description

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Financial Advantage Associates logo

License Verified:

License: 1817336

Investment Adviser Public Disclosure Database, SEC

Financial Advantage Associates

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

Business Description

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
Gordon Financial Services logo
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License Verified:

License: 712848

Investment Adviser Public Disclosure Database, SEC

Gordon Financial Services

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

Business Description

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
InvestEd. logo
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License Verified:

License: 120278

Investment Adviser Public Disclosure Database, SEC

InvestEd.

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

Business Description

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.
4.7
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
Jolles Financial logo

License Verified:

License: 1244218

Investment Adviser Public Disclosure Database, SEC

Jolles Financial

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

Business Description

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
Lim Financial Group logo
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License Verified:

License: 137945

Investment Adviser Public Disclosure Database, SEC

Lim Financial Group

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

Business Description

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.

License Verified:

License: 137945

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)
Lowe Wealth Advisors logo
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License Verified:

License: 157906

Investment Adviser Public Disclosure Database, SEC

Lowe Wealth Advisors

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

Business Description

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
Paladin Advisor Group logo
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License Verified:

License: 1714941

Investment Adviser Public Disclosure Database, SEC

Paladin Advisor Group

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

Business Description

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
Shapiro & Lipchin Wealth Management, LLC logo
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License Verified:

License: 1288816

Investment Adviser Public Disclosure Database, SEC

Shapiro & Lipchin Wealth Management, LLC

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

Business Description

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
White Oak Wealth Management logo
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License Verified:

License: 299021

Investment Adviser Public Disclosure Database, SEC

White Oak Wealth Management

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

Business Description

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

Frequently Asked Questions

  • 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.

  • 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.

  • How much money do I need to work with a financial advisor?

    There’s no specific income level you need in order to work with a financial advisor, but there may be a minimum investment amount for certain types of services. Some financial advisors won’t manage your money unless you have $100,000 or more to invest, but this isn’t the case with financial coaches or robo-advisors.

  • What does a financial advisor do?

    Financial advisors can have many types of specialties. Generally, a financial advisor advises on or helps to execute a financial plan. Some examples include assisting people with getting out of debt, building out an investment portfolio, and handling taxes.

  • What does a financial coach do?

    Financial coaches focus on improving your financial literacy and money management skills. For example, they can help you figure out how to pay down your student loans or decide how much money to put away for retirement. They usually charge by the hour and don’t offer asset management services or investment advice.

  • When should I use a financial advisor vs. doing it myself?

    Smart money management can give you freedom and comfort. Being responsible with your money makes it possible to meet goals and pay for major expenses. A financial advisor is trained and can offer you expertise that would otherwise take years to learn. They know how to save you money and make it go further.

  • How do I know if my financial advisor is trustworthy?

    Because financial advisors aren’t licensed or regulated, it’s up to the client to make that determination for themselves. However, if your advisor is a fiduciary, that means they’re legally bound to act in your best interest. Some types of advisors, including Certified Financial Professionals (CFPs), are held to fiduciary standards.