Best Financial Advisors in Gaithersburg

ATM Professional Services, CPA is a full-service public accounting firm..It offers accounting including Quickbooks setup and training, tax preparation and planning, payroll, CFO support, personal and business financial planning including estate and retirement planning as well as Assurance services- Financial Statement Audits, Reviews and Compilations, and Business Valuations. Some of its advisory services include experience with Sarbanes-Oxley (SOX) Act implementation and Securities and Exchange Commission reporting requirements. The firm strives to deliver responsive services by continuously educating its team members via in-house programs and courses provided by national, state, and local professional groups. ATM Professional Services, CPA was awarded the Best of Gaithersburg in the Accountant Category for 3 years in a row including 2018-2020.

Divergent Planning caters to clients in Gaithersburg and the surrounding communities. It provides financial planning and wealth management services to mid-career professionals, pre-retirees, and government employees. Its services include building cash flow and financial action plans, incorporating hobby, philanthropy, and travel goals into retirement plans, clarifying pension payout and survivor benefit options, and setting up debt payoff strategies. Founders Ara Abrahamian, a Chartered Retirement Planning Counselor, and Matt Brock, a Certified Financial Planner, have worked together since 2003 and established Divergent Planning in 2010.

EagleStone provides services to residents and businesses in Gaithersburg and the surrounding areas. Investment portfolio management, retirement planning and projections, wealth accumulation, alternative investments, and financial independence studies are all services provided by the company. It also offers risk analysis and management applications, employment practices liability insurance, accounting and payroll solutions, and business succession planning services. EagleStone gives back to the community by participating in organizations such as Court Appointed Special Advocates, Hospice of the Chesapeake, Adopt A Highway, and Imagination Stage.

Financial Advantage Associates is an independently owned and operated firm that has been serving clients in Gaithersburg and the surrounding areas since 1997. It provides a broad array of services, including financial planning, small business consulting, and portfolio management, as well as college funding and retirement strategies. It also offers executive compensation programs and financial education seminars. Jonathan Abbett and John Gracyalny, who have more than 40 years of combined financial industry experience, founded the company.

Gallant Financial Planning, LLC, serves clients in Gaithersburg and neighboring areas. It offers financial planning services, including long-term goal identification and prioritization and portfolio growth forecasting. Its team helps clients understand tax strategies, manage cash flows and lifestyles, find appropriate mortgage structures, and rethink leisure options. It also assists in managing investment risks through asset allocation, which involves diversifying portfolios among bonds, stocks, and cash alternatives. The firm is led by Debbie Gallant, who holds CFP, ChFC, CRPC, and RLP designations.

Hendershot Financial Group serves clients in Gaithersburg and nearby areas. It offers a wide range of services, including financial planning, retirement planning, and investment solutions. These include investments like variable annuities, fixed annuities, mutual funds, bonds, and stocks. The firm also handles various account types, including traditional IRA, simple IRA, and non-qualified plans. Tom Hendershot, the company's founder, is a Certified Plan Fiduciary Advisor who has been working in the industry since he was 21 years old.

Jacques Financial, LLC, is a family-owned and family-operated agency that serves individuals and families in Gaithersburg. It offers a range of financial planning services designed to help clients improve their financial lives and protect their families. Its services include building wealth, preserving assets, managing investment accounts, and planning for retirement and education. The agency is owned and operated by Joseph W. Jacques, a chartered life underwriter, CFP, and CPA who has been in the industry since 1979.

Key Wealth Managers caters to customers in the Gaithersburg metro and the surrounding areas. It offers financial planning services, which help clients maximize and manage their wealth. Its plans include asset allocation, estate planning and wealth preservation strategies, portfolio recommendations, and traditional and nontraditional investment options. Keyan Abrishamkar, the firm's president, brings more than 15 years of experience in the industry. He was recognized as the Best In-State Wealth Advisor by Forbes Magazine in 2021.

MassMutual Greater Washington offers financial advising services throughout Gaithersburg. It serves individuals and families needing help to achieve their financial goals by providing individual retirement accounts, wealth accumulation, annuities, and investment plans. It also offers life, long-term care, and disability insurance policies to prepare clients for unexpected hardships. The company caters to businesses and organizations seeking succession planning and employee benefits services. Its executive senior partner, Carlos Vasquez, is a certified financial planner with over 25 years of industry experience.

McKinley Carter is a team of financial advisors serving Gaithersburg and nearby areas. They offer retirement planning services, which involve implementation assistance, fiduciary support, and investment selection and monitoring. They also counsel nonprofits in various areas, including fundraising, leadership development, governance, and investment portfolio administration. McKinley Carter has been certified by the Centre for Fiduciary Excellence since 2018. Its president, David H. McKinley, founded the firm in 2003. He has been working in the industry since 1991.

O'Gwin Planning provides risk management services in Gaithersburg and nearby locations. It caters to pre-retirees, mid-career professionals, and individuals raising a family. The company helps clients build cash flow plans tailored to their income sources and expenses. Its specialists develop financial action plans and examine insurance coverages such as health, disability, life, and long-term care policies. They also offer investment management, insurance analysis, estate planning, and tax optimization solutions. Its president, Nicholas O'Gwin, is a CFP.

Obsidian Planning Solutions caters to individuals, professionals, and small business owners in Gaithersburg and nearby areas. It helps clients achieve financial security through its array of financial planning services. The company provides asset management and trust and estate planning solutions to preserve customers' personal and professional legacy. Its agents also deal with business continuity management, succession planning, and insurance needs analysis. Founder Patrick Carroll is a CFP and a CExP who brings over three decades of industry experience.

OnPlane Financial Advisors is a firm that serves the Gaithersburg area. It focuses on helping married professionals between the ages of 35 and 55 manage their financial lives through planning. It works closely with clients in developing and implementing plans tailored to their needs—such as reaching education, estate, tax, and investment goals. Before establishing his business in 2019, principal advisor Darren Straniero worked in a national financial services firm. OnPlane Financial Advisors has also been featured on XY Planning Network and Bankrate.

PlanVest Financial is an independent firm based in Gaithersburg. Its team crafts financial plans for clients seeking to fund their children's education. The process involves evaluating clients' investment portfolios and their tax implications. It also offers comprehensive wealth planning services that address various areas, including cash flow, taxes, and insurance. Investment management and retirement planning are PlanVest Financial's other services. Its CEO, Richard Clonch, is a Chartered Retirement Planning Counselor and Chartered Retirement Plans Specialist with more than 15 years of industry experience.

SPC Financial has been serving Gaithersburg since 1970. Its team of advisors offers planning services to help individuals address their financial needs. They begin the process by analyzing their clients’ current situation to understand their financial goals and assess their capacity to handle risks. They develop and implement customized wealth management plans designed to meet clients' objectives and review portfolios to monitor their progress. SPC Financial has assisted over 2,000 families in pursuing financial security.