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Best Financial Advisors in Frederick

2024

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Website
5950 Symphony Woods Road Suite 600, Columbia, MD 21044
  • Tax Planning

Why choose this provider?

Established in 1986, Baltimore-Washington Financial Advisors is a wealth management firm that serves clients in Frederick. The firm offers a wide range of services, including financial planning, investment management, tax planning, charitable giving, and mergers and acquisitions. Its planning solutions suit individuals, executives, and business owners, which covers education savings, estate planning, retirement projections, and debt management. To give back to the community, the firm supports local organizations, such as the American Cancer Society and the Make-A-Wish Foundation.

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 (31)
Google
4.5 / 5 (15)

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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Website
801 Toll House Ave Unit A2, Frederick, MD 21701
  • Estate Planning

Why choose this provider?

J Allen & Associates offers financial planning solutions to residents of Frederick and neighboring communities. Its college financial planning specialists help clients obtain financial assistance even if they don’t meet the qualifications. It also provides estate planning services to help people prepare for the future based on their individual needs and situations. The firm's owner, Jennifer Allen, is a certified public accountant who began her career preparing tax returns. She has been a certified Profit First professional since 2019.

License Verified:

License: 2571768

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.
4.9
Google
5.0 / 5 (25)
Facebook
5.0 / 5 (8)
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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
321 Ballenger Center Dr Suite 202, Frederick, MD 21703
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

Why choose this provider?

Bestgate Wealth Advisors. LLC serves clients in the Frederick metro. The fiduciary financial advisory firm incorporates tax planning into the financial plans and strategies it offers its clients. It helps individuals develop a financial plan, pay fewer taxes, and plan their retirement. It utilizes an insurance strategy that protects families from the financial consequences of unexpected events. Its investment strategy, meanwhile, is designed to pursue risk tolerance and time horizon. Greg Will, the company's CEO, is a CFP with over 10 years of experience in financial and tax services.

License Verified:

License: 301639

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 (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
3534 Urbana Pike, Suite E, Frederick, MD 21704
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Wealth Management Institute Limited serves clients in Frederick and nearby communities. It creates retirement, investment, estate, tax, and risk protection plans based on individuals' objectives. Its advisors assist customers in developing behavioral finance practices and habits that help in making financial decisions. The firm offers a financial planning technology called The Knot, which consolidates financial data, monitors cash flow, and updates users on their progress. Executive director C. Cameron Bell holds a CFP designation. He has been in the industry for over two decades.

License Verified:

License: 119699

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 (14)
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
Darnestown, MD 20878
  • Certified Financial Planner (CFP)

Why choose this provider?

OnPlane Financial Advisors is a fiduciary financial planning firm that serves clients in Frederick and neighboring areas. The firm specializes in providing financial planning services that cover cash flow, investments, college planning, employee stock compensation, and tax planning for married professionals working toward retirement. Its sole financial planner, Darren Straniero, holds the CFP designation and is a member of the NAPFA. He was recently nominated as one of the top fiduciary financial advisors by Washingtonian Magazine.

License Verified:

License: 300073

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
20251 Century Boulevard Suite 350, Germantown, MD 20874
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Potomac Financial Consultants is an advisory firm that caters to clients in Frederick and the surrounding areas. The company has been in the industry for over 30 years, serving woman investors, families, and individuals nearing retirement. It offers financial and retirement planning, investment management, and insurance review. Its monetary planning solutions consider the clients' future long-term decisions, creating a pathway to manage and invest their assets appropriately. This solution involves saving for college, purchasing a home, and minimizing taxes.

License Verified:

License: 4137145

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 (4)
Google
5.0 / 5 (1)
Yelp
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
50 Carroll Creek Way, Suite 335, Frederick, MD 21701
  • Certified Financial Planner (CFP)

Why choose this provider?

Moore Wealth is an independent financial advisory firm that serves Frederick and its neighboring metros. It caters to individuals, executives, business owners, retirees, growing families, and government contractors. The company offers a wide range of financial planning solutions, such as wealth transfer, employee benefits optimization, cash flow management, and real estate strategies. It also provides wealth management, divorce analysis, and estate and business planning. Its founder, Shabri Moore, is an Accredited Investment Fiduciary professional and a Certified Financial Planner.

License Verified:

License: 2894381

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 (12)
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
7210 Corporate Court Suite A, Frederick, MD 21703
  • Retirement Planning
  • Insurance Products

Why choose this provider?

Turning Point Financial serves clients in Frederick and the neighboring communities. Through its COMPASS program, it assists individuals and families in identifying options involving retirement and college planning, as well as strategies for investment decisions and asset allocation. The process involves consultations that help clients pinpoint their long-term goals and create an appropriate plan that adapts to certain scenarios for asset preservation and risk minimization. The firm also offers assistance with tax reduction strategizing, annual filings, IRS audits, and business valuations.

License Verified:

License: 301282

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
Google
4.8 / 5 (67)
Facebook
5.0 / 5 (25)

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
149 West Patrick Street, Frederick, MD 21701
  • Certified Financial Planner (CFP)

Why choose this provider?

Legacy Financial Associates caters to clients in communities around the Frederick area. It offers life guides that help individuals and families, as well as pre-retirees and retired couples, in matters concerning asset preservation, Medicare, and college and estate plans. One of the firm's associates, Scott H. Geisbert, is a CFP who has been serving in the finance industry for at least 30 years. Through a tailored approach, he assists clients in identifying their long-term needs for investment management, retirement planning, and the creation of trusts.

License Verified:

License: 4706173

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
220 West Patrick Street, Frederick, MD 21701
  • Certified Financial Planner (CFP)

Why choose this provider?

McCaskill Financial serves residents of the Frederick metro. Its team helps clients secure clients' life goals by providing financial planning services, including retirement, tax, estate, and college plans. It also assists them with their investment management needs, such as variable annuities, bonds, and common stocks. Additionally, clients can access life, disability income, and long-term care insurance products through McCaskill Financial. The firm's team has over 100 years of collective experience. Team member Scott A. McCaskill holds a Certified Financial Planner designation.

License Verified:

License: 4145753

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 (14)
Google
5.0 / 5 (3)

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
1700 E. Gude Drive, Rockville, MD 20850
  • Certified Financial Planner (CFP)

Why choose this provider?

Jacques Financial is a family-owned firm that serves the Frederick area. It helps individuals address their financial needs, build their wealth, and preserve their assets by creating retirement plans and providing investment strategies. It also assists clients in the areas of education and estate planning, risk management, and tax compliance. Its products include 529 college savings plans, actively managed investment accounts, long-term care insurance, mutual funds, tax-deferred annuities, and tax-free bonds. Jacques Financial was established in 1978.

License Verified:

License: 104219

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 (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
438 N Frederick Ave, Suite 465, Gaithersburg, MD 20877
  • Estate Planning
  • Tax Planning

Why choose this provider?

Kilner Capital Advisors serves clients in the Frederick metro and the surrounding communities. It offers various financial services to not-for-profit organizations, businesses, families, and individuals. Its team of financial advisors carries out investment planning, implementation, monitoring, adjustment, and reporting. It also provides tax preparation, estate and retirement planning, and risk management services. Wealth advisor Joseph F. Kilner is a CPA with more than two decades of experience in taxation, financial accounting, business consulting, and strategic planning.

License Verified:

License: 139521

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
1380 Dual Hwy, Hagerstown, MD 21740
  • Certified Financial Planner (CFP)

Why choose this provider?

Plan 2 Retire is an advisory company that maximizes the financial assets of individuals, families, and businesses in Frederick and the surrounding communities. It offers retirement planning services so that clients can achieve a better financial future. It also provides 401(k) services to help employers and business owners promote the well-being of their employees. The company's founder and CEO, Jeff Bowers, is a CFP who has more than 30 years of industry experience. Plan 2 Retire is a registered investment advisor.

License Verified:

License: 2747053

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.
4.9
Google
4.9 / 5 (14)

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
1413 Pennsylvania Avenue, Hagerstown, MD 21742
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

Why choose this provider?

Comprehensive Financial Planning Group, LLC, caters to the needs of clients in the Frederick area. For over two decades, the firm has been guiding clients to invest their assets to help them maximize income, reduce debt, and preserve funds for the future. Its services include special needs, retirement, insurance, investment, and estate planning. It also helps in the development of consistent savings or investment plans. President Brian S. Young holds both the Certified Financial Planner and Chartered Special Needs Consultant designations.

License Verified:

License: 2819583

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)
Facebook
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
6701 Democracy Boulevard, Suite 300,, Bethesda, MD 20817
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Divergent Planning is a fiduciary registered investment advisor that serves the residents of Frederick and the surrounding areas. It offers wealth management services, which include cash flow planning, retirement planning, risk management, and Social Security and Medicare analysis. Its investment philosophy emphasizes risk-focused and goals-based portfolio construction, rebalancing, and tax-centered strategies. Divergent Planning has been in operation for more than a decade. The company is a member of the National Association of Personal Financial Advisors.

License Verified:

License: 285688

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 (36)

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 is included in a Frederick wealth management plan?

    A wealth management plan in Frederick includes a wide range of services, including business, education, retirement, and estate planning. This plan can also involve divorce analysis and investment portfolio management. Your local financial advisor will work closely with you to tailor these services and align them with your individual objectives.

  • What impact did Frederick's increased interest rate have on investors?

    Investors in Frederick were affected negatively by the rising interest rate. Although the economy exceeded expectations, inflation remained stubborn, with core American prices rising 5.5% from the year prior as of April. These rising rates had a negative impact on both stocks and bonds in this scenario. They raised the cost of borrowing for businesses and decreased the current value of upcoming earnings, which caused share prices to drop.

  • How can you find confidence as an investor in Frederick?

    You can become more confident as an investor in Frederick by first developing a relationship of trust with your financial advisor. They can give you the financial strategies you need to feel more confident, such as carefully monitoring your portfolios and giving you access to effective financial resources. Your adviser can also advise you on how to invest more of your funds to help them grow, which will increase your financial success and investor confidence.

  • How do you efficiently monitor the KPIs for your company in Frederick?

    To effectively track your Frederick company's KPIs, start by setting up clear revenue metrics. Use visual reports rather than excessive text to make the information easier to understand. When managing several KPIs, you should think about using distinct colors for various departments. Give yourself time to adjust to tracking and applying KPIs since it may initially seem complex. Once mastered, KPIs will make strategic business planning considerably easier and more effective for your company's long-term success.

  • How frequently should your Frederick company track its KPIs?

    In Frederick, you can track your company's KPI at different frequencies depending on the nature of the metrics. Some objectives can be followed up on every six months or every three months, giving room for modifications. However, KPIs with more immediate effects on your bottom line need to be tracked monthly for quicker adjustments. Conversion rates and customer retention are examples of these KPIs.

  • 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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