Best Financial Advisors in Silver Spring

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.