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Best Financial Advisors in Glen Burnie

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And Wealth Partners LLC logo

And Wealth Partners LLC

1629 Thames St Unit 300, Baltimore, MD 21231
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  • Certified Financial Planner (CFP)

And Wealth Partners LLC is a financial advisory firm that caters to women in Glen Burnie and nearby areas. It accommodates clients managing major life events and their own finances. The company provides comprehensive financial-planning services, which include analyzing retirement plans, preparing budget and net worth sheets, and recommending insurance policies. It also deals with investment and asset management matters. Founder Dorie Fain is a member of the Financial Planning Association. The firm was established in 2009.

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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)
  • Tax Planning

Athlon Advisors is a financial advisory firm that serves clients in Glen Burnie and the surrounding metros. It offers a wide range of services, including estate and education planning, wealth management, and retirement income strategies. These solutions aim to grow and protect the client's wealth and manage their risk. The company also provides tax preparation and planning through the company CPA services, including payroll, bookkeeping, and insurance solutions. It is affiliated with Cambridge Investment Research, Inc., a leading independent broker-dealer.

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BFG Financial Advisors logo

BFG Financial Advisors

16 Greenmeadow Drive Suite 201, Timonium, MD 21093
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  • Certified Financial Planner (CFP)

BFG Financial Advisors serves individuals and families in Glen Burnie and the nearby areas. Since 2003, this firm has been offering financial planning and wealth management services to help clients achieve their financial objectives. It provides education planning, retirement planning, and portfolio management. Founder Eric Brotman started his financial practice in 1994. He is a Certified Financial Planner and Private Wealth Advisor.

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Black Diamond Financial logo

Black Diamond Financial

305 West Pennsylvania Avenue, Towson, MD 21204
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  • Certified Financial Planner (CFP)

Black Diamond Financial caters to individuals, families, and business owners in Glen Burnie. It provides comprehensive and holistic investment management services, which include portfolio creation, long-term investment strategy evaluation, and strategic partnership implementation. The company also offers charitable giving, alternative asset review, and estate and college planning. In addition, it deals with 401(k) advisory issues. Founder Matthew Goethe is a Certified Financial Planner and Divorce Financial Analyst. He is a member of the CFA Society of Baltimore.

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Campbell Financial Services logo

Campbell Financial Services

7310 Ritchie Highway Suite 700, Glen Burnie, MD 21061
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  • Certified Financial Planner (CFP)

Campbell Financial Services is an advisory firm that helps Glen Burnie clients plan for their future. It has been providing retirement planning, estate planning, investment management, and risk management services since 1983. It educates clients about retirement investing and distribution strategies to help them make informed decisions. The company's founder and principal, Ron Campbell, is a Certified Financial Planner and a Registered Financial Consultant. He has been featured in various talk shows and magazines, such as Newsweek, Forbes, USA Today, and NBC.

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GGM Wealth Advisors logo

GGM Wealth Advisors

1801 Porter Street, Suite 500, Baltimore, MD 21230
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  • Estate Planning
  • Private Wealth Advisor

GGM Wealth Advisors caters to families and business owners in Glen Burnie and nearby areas. It assists clients by managing and growing their wealth through its selection of financial services. The independent advisory company provides customized solutions, which include investment portfolio creation and asset allocation. Its agents also deal with education, retirement, estate, and cash flow planning. President and managing director Jeffrey Johnson is a CFP. He has been in the financial service industry for over two decades.

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Greenspring Advisors logo

Greenspring Advisors

One West Pennsylvania Ave Suite 500, Towson, MD 21204
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  • Certified Financial Planner (CFP)

Greenspring Advisors is a fiduciary firm serving clients in Glen Burnie and the surrounding locations. Its team develops custom financial plans, catering to clients who need help with planning cash flow and investing in the community through charitable donations. The financial advisors also offer investment management services for individuals, families, corporations, and nonprofits. They establish risk tolerance and customize portfolios, whether clients aim to preserve assets or retire soon. Senior financial advisor Robert Bogue Jr. is a CFA with over 50 years of experience.

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Harbor Investment Advisory logo

Harbor Investment Advisory

2330 West Joppa Road, Suite 160, Lutherville, MD 21093
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  • Retirement Planning

Harbor Investment Advisory is an independent wealth management company serving clients in Glen Burnie. It offers financial planning and investment management services to high-net-worth individuals, business owners, and corporate executives. Its team also designs custom investment portfolios for private foundations and nonprofit organizations. Harbor Investment Advisory has been in service since 2009. With a commitment to giving back to the community, its team members have supported and volunteered for various organizations, including the Arbor Dog Foundation and the American Cancer Society.

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Hosse Financial Services, Inc. logo

Hosse Financial Services, Inc.

600 Crain Highway South, Glen Burnie, MD 21061
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  • Certified Financial Planner (CFP)

Hosse Financial Services, Inc., serves clients in Glen Burnie. It helps individuals and businesses achieve their financial objectives through tax planning, investment management, income tax preparation, retirement strategies, and estate conservation. The company works with other financial advisory companies to provide a variety of tax and financial services and products tailored to the individual needs of clients. Andrew G. Hosse is a CPA and an investment adviser representative of Equity Services, Inc., which is a member of FINRA and SIPC.

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Wadsworth Financial Consulting, LLC. logo

Wadsworth Financial Consulting, LLC.

678 Ritchie Highway, Suite B, Severna Park, MD 21146
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  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Retirement Planning
  • Insurance Products

Wadsworth Financial Consulting, LLC., serves individuals and families in Glen Burnie. Its financial advisors seek to understand clients' financial situation, risk tolerance, and investment objectives to create financial plans that meet their needs. It assists with retirement income strategies, life insurance planning, asset protection, wealth management and investments, long-term care strategies, and IRA legacy planning. President and CEO Jeffrey M. Wadsworth is a CFP and is a member of the National Association of Insurance and Financial Advisors. The firm has been in business since 1992.

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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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