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Best Financial Advisors in Glen Burnie

2023

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Website
Glen Burnie, MD
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

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

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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Price: Free Consultation

Glen Burnie, MD

Why choose this provider?

Need help contacting a Financial Advisor in Glen Burnie? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

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

Price: Free booking service | Call 848.Book.Pro!

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

Why choose this provider?

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.

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

Why choose this provider?

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.

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)
  • Tax Planning

Why choose this provider?

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.

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

Why choose this provider?

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.

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

Why choose this provider?

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.

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

Why choose this provider?

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.

License Verified:

License: 4586558

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.
4.6
Google
4.6 / 5 (10)

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.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
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Website
1629 Thames St Unit 300, Baltimore, MD 21231
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

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

Why choose this provider?

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.

License Verified:

License: 2272134

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.
4.4
Google
4.4 / 5 (7)

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

Why choose this provider?

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.

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

Why choose this provider?

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.

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

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.

  • Is there any way you can check whether a financial advisor in Glen Burnie is legitimate or not?

    When you meet with a potential financial advisor in Glen Burnie, ask them about their education and background. Check whether they have a certification from the CFP Board, which sets and enforces standards for the Certified Financial Planner certification. You can verify if they are a CFP professional by running a quick search on the official website of the CFP Board. You can also look for a financial advisor who is a CFA (Chartered Financial Analyst) or CPA (Certified Public Accountant).

  • Are all financial advisors in Glen Burnie fiduciaries?

    No. Not all financial advisors in Glen Burnie are fiduciaries. A fiduciary is like a specialized advisor. Under an oath they swore, they have a legal obligation to function and only make decisions in their client’s best interest. They are not to act for personal gain or to sell clients a product of their own making.

  • How often do you have to talk to your financial advisor in Glen Burnie?

    The frequency of your communication with your financial advisor in Glen Burnie is up to you, but your advisor might recommend an ideal schedule that works best for both of you. In most cases, though, financial advisors meet with their clients two to four times a year to review their situation.

  • Do financial advisors in Glen Burnie have a minimum investment requirement before they work with a client?

    Many financial advisors in Glen Burnie ask for a minimum investment account worth a particular amount. They set this minimum to provide you with their services more efficiently. That said, some financial advisors still help address the financial questions and concerns of individuals who don’t meet their minimum investment requirement.

  • How do financial advisors in Glen Burnie get paid?

    Financial advisors in Glen Burnie have different ways of getting compensated. Some are commission-based and are less likely to maintain their relationship with a client long-term once they have an account transferred to their institution. Others work on a fee-for-service or fee-only basis. And there are some operating fee-based. You must know how your financial advisors are compensated to understand potential conflicts of interest.

  • 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.