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Best Financial Advisors in Silver Spring

2023

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Website
Silver Spring, 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
––

Price: Free Consultation

848-BookPro
Silver Spring, MD

Why choose this provider?

Need help contacting a Financial Advisor in Silver Spring? 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
9615 Kingston Road, Kensington, MD 20895
  • Certified Financial Planner (CFP)

Why choose this provider?

Stratus Wealth Advisors caters to individuals, families, and independent business owners in Silver Spring and the neighboring communities. It helps clients protect their legacy and take charge of their finances by assisting them with investment management, asset management, valuation, and financial, succession, and retirement planning. Stratus Wealth Advisors has been featured in numerous media outlets like The New York Times, The Business Journals, and the Financial Advisor Magazine. Sam Brownell, the founder of the company, earned his CVA and CFA designations.

Website
8607 Cedar Street, Silver Spring, MD 20910
  • Certified Financial Planner (CFP)

Why choose this provider?

Rock Creek Wealth Planners & Advisors is a company that serves clients in Silver Spring. Its financial advisors help business owners and professionals in cash flow and wealth management, as well as retirement, wealth, and succession planning. The company provides support and feedback and provides a detailed snapshot of the balance sheet, net worth, and other financial reports. Lewis Baker is a Certified Financial Planner and a recipient of Winner's Circle, Merrill Lynch's Fast Start, and Master awards.

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)

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
8737 Colesville Road, Suite 705, Silver Spring, MD 20910
  • Certified Financial Planner (CFP)
  • Tax Planning
  • Insurance Products

Why choose this provider?

Peake Financial Wealth Management offers financial advisory solutions to individuals, families, and business owners in Silver Spring. Its advisors can assist clients with retirement, investment, insurance, and tax planning matters. Additionally, these advisors are equipped to curate plans on charitable giving, deferred compensation, and pension. The firm's founder and managing director, Christopher M. Pirtle, held positions as college unit director and field director in Northwestern Mutual Life. He had been in the insurance and investment industries since 1990 before starting his own firm in 2003.

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

Website
600 Jefferson Plaza Suite 316, Rockville, MD 20852
  • Certified Financial Planner (CFP)
  • Financial Planning

Why choose this provider?

Vintage Financial Partners is a Rockville-based company that serves clients throughout Silver Spring. It offers financial planning and investment management services, assisting clients in creating customized strategies to achieve their financial needs and goals. It employs a seven-step financial planning process that is designed to help clients get a better understanding of their financial circumstances. Additionally, its team provides second-opinion services. The team at Vintage Financial Partners holds eight decades of financial industry experience. Managing partner Brian Oettinger holds CFP® and CIMA® designations.

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 (13)

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
3 Bethesda Metro Center #340, Bethesda, MD 20814
  • Certified Financial Planner (CFP)

Why choose this provider?

Trumbower Financial Advisors, LLC serves clients in the Silver Spring area. The company provides wealth management services that help individuals and families plan for current and future expenses. Its advisors assist with cash flow management, timely tax return filings, and setting up an estate for beneficiaries. Clients can also get help with choosing insurance policies and creating an investment portfolio that suits their risk tolerance. Managing member Victoria Trumbower is a Certified Financial Planner and certified public accountant.

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
––

Website
8630 Fenton Street, Suite 600, Silver Spring, MD 20910
  • Estate Planning
  • Tax Planning
  • Retirement Planning
  • Financial Planning

Why choose this provider?

G Petrov & Associates LLC is an accounting, business consulting, and financial planning company serving Silver Spring. It provides advice and guidance to diverse clients, including individuals, families, businesses, and non-profit organizations. The firm assists customers with financial planning, budget analysis, business consulting, and tax preparation. It also represents taxpayers in IRS audits and offers QuickBooks services. G Petrov & Associates comprises certified public accountants and Certified Financial Planners who have over 18 years of experience.

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 (16)

Website
One Church Street, Suite 901, Rockville, MD 20850
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning

Why choose this provider?

Financial Services Advisory has helped hundreds of individuals, families, and business owners in Silver Spring craft customized financial and investment plans for the last three decades. The company conducts consultation on investment management, financial and retirement planning. It has a separate custodian for clients' assets, allowing independent verification of account values and an exit strategy called FSA Safety Net. This is designed to help protect assets from failing markets. Financial Services Advisory is a nationally registered investment management firm with the Security and Exchange Commission.

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)
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
8403 Colesville Road Suite 1100, Silver Spring, MD 20910
  • Certified Financial Planner (CFP)

Why choose this provider?

Since 2000, Thalheimer Financial Planning has been helping clients in the Silver Spring area. Its advisors provide wealth management services that help individuals and families with current and future expenses. They create plans for cash flow and debt reduction, along with preparing for retirement with a stable and sustainable income. The company also helps clients with settling their taxes and setting up their estate. Founder Steve Thalheimer is a Certified Financial Planner with more than 25 years of industry experience.

Website
3202 Tower Oaks Blvd, Ste 400, Rockville, MD 20852
  • Estate Planning

Why choose this provider?

SPC Financial delivers simple solutions to difficult financial problems of clients in Silver Spring and the surrounding areas. It comprises a specialized, multi-disciplinary, and tax-integrated staff that offers financial planning and tax services for a diverse range of clients, including private business groups, federal and state government employees, health care professionals, independent professionals, and military families. Some of the services are wealth preservation, college funding, asset allocation, and legacy planning. President and CEO Edward G. Sella provides financial literacy through investment consultation sessions and community involvement.

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

Website
8403 Colesville Rd. Suite 845, Silver Spring, MD 20910
  • Certified Financial Planner (CFP)

Why choose this provider?

Bailey Wealth Advisors offers financial planning assistance in Silver Spring and its surrounding communities. It helps business owners, professionals, executives, and affluent retirees in achieving financial goals like exiting a business or investing money. Its analysts audit clients' investments, estates, businesses, and retirement plans. They then develop wealth management and risk management plans to meet individuals' financial goals. The Washington Business Journal named the company as one of the top 25 financial planning firms in 2020 and 2021.

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
7200 Wisconsin Avenue Suite 903, Bethesda, MD 20814
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Seventy2 Capital is a financial management company that works with individuals, families, business owners, and retirees in and around Silver Spring. Its financial advisors provide a variety of wealth management services, including education planning, investment planning, and estate planning. The company helps clients identify their specific financial goals and develop comprehensive investment strategies to build and preserve their wealth. Co-founder Thomas Fautrel served as a senior vice president with Morgan Stanley. Outside work, he educates the youth on the importance of financial literacy.

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 (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
1100 Wayne Ave. Ste 670, Silver Spring, MD 20910
  • Certified Financial Planner (CFP)

Why choose this provider?

Toler Financial Group is a company that serves clients in Silver Spring and the neighboring communities. It provides financial planning services, investment strategy consultations, and insurance evaluations. It also offers life, long-term care, and disability income insurance. The company facilitates webinars and financial workshops for individuals, families, language and racial minorities, and LGBTQ communities. Financial advisor and CEO Fran Toler has been in the financial services industry for 18 years. She established Toler Financial Group in 2012.

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

Website
8401 Connecticut Ave, Chevy Chase, MD 20815
  • Certified Financial Planner (CFP)

Why choose this provider?

Plotkin Financial Advisors offer fiduciary assistance to clients in Silver Spring in organizing their assets. Its comprehensive solutions on investment management and financial planning cover investments, insurance, income, and cash flow. The company's advisors guide individuals in organizing their retirement income, charitable gifts, and education funding. They also manage assets like index and mutual funds, stock portfolios, and annuities. Founder Shimshon Plotkin is a CFP who established this dependent company in Chevy Chase in 2003.

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
17504 Lisa Drive, Derwood, MD 20855

Why choose this provider?

Fortegy Financial is an independent financial consulting firm that serves individuals, families, and businesses in Silver Spring and the surrounding areas. Its team of financial advisors provides services, such as custom portfolio management and guidance in planning for IRAs, annuities, educational savings, and insurances. Since the start of his career in the financial services sector in 1975, founder Edward S. J. Fader has earned many professional designations, including the Certified Life Underwriter, Chartered Financial Consultant, and Chartered Retirement Plan Specialist.

Website
8201 16th St, Silver Spring, MD 20910

Why choose this provider?

Community Ladders is a financial coaching and consumer protection organization serving Silver Spring. It offers a wide range of financial coaching and advisory services, including regular monitoring of clients' finances, tax planning, financial product vetting, banking and cash management, and home buying and refinancing. Its founder, Bill Varettoni, worked with the Peace Corps in Ukraine, advising small and medium-sized businesses and non-government organizations. He built the organization with the goal of assisting the working poor and middle-income professionals.

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
Yelp
5.0 / 5 (8)
Facebook
5.0 / 5 (2)

Website
10008 Colesville Road Suite B, Silver Spring, MD 20901
  • Tax Planning
  • Financial Planning

Why choose this provider?

Cetera Advisors is a team of broker-dealers that caters to the financial planning needs of the Silver Spring metro. Utilizing an independent business model, the team provides a variety of financial services, including estate planning and creating insurance strategies. These professionals also offer investments strategies tailored to every client's risk tolerance and goals. One of these professionals, Joyce Wallace, is a certified public accountant. Joyce is also a Registered Financial Advisor for Series 7 and 65 securities.

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)
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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.

  • How can entrepreneurs in Silver Spring prepare for retirement?

    Entrepreneurs, like anybody else in Silver Spring planning for retirement, must review their estate plans and update their beneficiaries. It is also ideal for them to create a balance sheet that compares their assets to their cash flow and liabilities, helping them identify where they are financially. Additionally, entrepreneurs should diversify their investments so they would not solely depend on the business's profits. Lastly, they can seek out the help of a financial advisor for a business succession plan.

  • What are the different types of fixed-income securities, and how are those beneficial for investors in Silver Spring?

    The different types of fixed-income securities available for investors in Silver Spring are as follows:

    • treasury bills, notes, and bonds
    • municipal bonds
    • corporate bonds
    • certificate of deposits (CDs)
    • preferred stocks These benefit the investors, especially the conservative ones, by offering them low risks and payments with consistent and reliable interests.

  • What health insurance options do women in Silver Spring have while going through a divorce?

    In Silver Spring, if women's spouses work for companies with over 20 employees, they are entitled to COBRA benefits after divorce, enabling them to retain their current insurance for up to 36 months. Additionally, they can explore coverage options through their own employer's health insurance, as mandated by the Affordable Care Act, or through Medicaid, Medicare, or a private health insurance provider. Another alternative for women is to negotiate health insurance arrangements during their divorce settlements.

  • What is FIRE, and how can individuals in Silver Spring apply it in their financial journey?

    FIRE stands for Financial Independence Retire Early, which is a lifestyle movement that inspires people to aim for retirement long before their retirement age. Silver Spring residents can apply it by identifying their financial goals, such as building savings through retirement accounts, eliminating debts, or finding ways to earn more. From there, they can work with a financial advisor to help them achieve those goals.

  • What can employees in Silver Springs do with their employer retirement contributions when they switch jobs?

    Employees in Silver Spring can choose to withdraw their contributions from their former employers in lump sum payments or installments. If they do so, they will have to pay a 20% federal tax on top of the standard income tax. Another alternative is to move the funds into an IRA, which can help them avoid penalties and taxes if they roll the money over within 60 days.

  • 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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