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Financial Advisors in Maryland

Scott A. McCaskill CFP
Frederick, MD

Certified Financial Planner™professional and Registered Financial Consultant™(RFC®),

Highlights: IRA, Investment Services, Synergistic Portfolio Planning, Comprehensive Financial Planning, Asset Protection, Women's Issues, Family Financial Planning, Pension Plan Design & Management, Job Transition Coaching, Wealth Management, Certified Financial Planner, Sudden Money Institute Advisor, Investment Policy Statements, 403B Plans, Fiduciary, NAPFA Member, Fee Only, CFP ®, Mutual Funds, Special Needs Planning
Brian Kuhn CFP®
Fulton, MD

Brian serves as the manager of a division within Planning Solutions Group named PSG Clarity. PSG Clarity is a unique planning team that focuses on affordable and efficient financial planning for hard working Americans who have been under served by t... See More

Highlights: Investment Management, Rollovers, Roth IRA Conversion, Retirement Solutions & Planning, Socially Responsible Investments, CFP ®, Retirement Income Planning, Goal Setting, IRA, Inter-generational Wealth Planning, Investment Advice, Family Financial Planning, Investment Policy Statements, Money Coaching, Experienced, Registered Investment Advisor, LGBT And Same-Sex Couples Financial Planning, Fee Based Investing, Stocks, Rollover Of 401k Or IRA
ReFrame Financial Planning
Ellicott City, MD

ReFrame Financial Planning is on a mission to shift the mindset around financial planning and “traditional” retirement. We help those who are thinking about an encore phase to re-imagine and design the second half of their lives.

As fee-only ... See More

Highlights: Retirement Income Planning, Fee Only, Debt Management, Financial Planning, Comprehensive Financial Planning, Fiduciary, Wealth Management, Retirement Planning, CFP ®, Certified Financial Planner, Professional Wealth Management, College Planning, Family Financial Planning, Fee-Only, Financial Planning Advice And Services, Estate Planning
BNB Wealth Management, LLC
Silver Spring, MD

BNB Wealth Management, LLC is dedicated to enhancing the financial lives and enriching the family legacies of our clients as well as the institutional clients with whom we work. As a privately held financial and investment advisory firm, we offer ind... See More

Highlights: IRA, Fee-Only, Corporate Bonds, Wealth Management, Charitable Planning, Comprehensive Financial Planning, Special Needs Planning, Retirement Planning, College Planning, Estate Planning, Mutual Funds, Legacy Planning, ETFs, Professional Wealth Management, Asset Protection, Retirement Distribution Plan, 401K Consulting, Investment Consulting, Family Financial Planning, Investment Services
StriveVest LLC
Upper Marlboro, MD

Teresa Cho Edwards CFP® received her B.A. from Princeton University. Fee Only Financial Planning and Investment Management.

Highlights: 401K Consulting, Fiduciary, Fee-Only, Family Financial Planning, Passive Investment Strategies, Comprehensive Financial Planning, Divorce Planning, Investment Services, Independent Investment Advisor, College Planning, Financial Planning, Fee Only, 401k Rollover, Wealth Management, Rollover Of 401k Or IRA, Asset Protection, IRA, Certified Financial Planner, Retirement Planning
Jim Kantowski
Annapolis, MD

At JSK Financial Services, we hold ourselves to a higher standard.

We are fiduciaries for our clients and always look to put their needs first - not ours. By using a financial planning approach, providing flexibility to work with other advisors, h... See More

Highlights: Financial Advisor, Fee-Only, Financial Planning, CPA, Certified Financial Planner, Retirement Planning & Investing, Advisory And Investment Management, 401k Rollover, Comprehensive Financial Planning, Wealth Management, CFP ®, Income Tax Planning, Investment Management, Tax Planning, 401K Consulting, Fee Based Investing
HORAN CAPITAL MANAGEMENT
Baltimore, MD

Investors have diverse needs, objectives and risk tolerances. Horan Capital Management offers custom-tailored portfolios, including asset allocation, fixed income and equity only strategies that help to meet our clients’ goals. Regardless of app... See More

Highlights: Comprehensive Financial Planning, Retirement Planning, Team Approach, Registered NAPFA Advisor, Fiduciary, Financial Planning Advice And Services, Professional Wealth Management, Registered Investment Advisor, Investment Policy Statements, Rollovers, Retirement Income Planning, Financial Planning For Women, Financial Planning, CFP ®, Retirement Scenario Planning, Portfolio Management, Investment Management, Investment Services, Member Of NAPFA, Independent Investment Advisor

Charles Ryan, CFP
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);We are dedicated to helping our clients build and maintain a firm financia... See More

Script Financial
Baltimore, MD

Tim Baker, CFP
A Prescription for Financial Freedom.
Script Financial is a fee-only financial planning firm dedicated to help pharmacists and young professionals meet their financial goals. I look for clients who are seeking a long term relationshi... See More

Entelechy
Bethesda, MD

Ben Brown, CFP, EA
Entelechy is a financial life planning & investment management company. Our mission is to help people use money as a tool to realize life goals and reach their full potential.
No sales. No minimums. No hidden fees.
We focus on th... See More

Garnet Group, LLC
Bethesda, MD

Eliot Simon, BA, CFP
Garnet Group provides sound, unbiased advice on everything that touches your financial life. To provide the best possible service to our clients we:learn about your financial priorities and help to refine your goals and resolve c... See More

Steven Jefferys, CFA, CFP, MBA
Arch Financial Advisors, LLC is an independent, fee-only registered investment advisor (RIA) located in Bethesda, MD. As an RIA, the firm has a legal and fiduciary obligation to put their client's interest first. The fi... See More

James McGrath, CFP, CLU, CPA
Financial Strategies was founded in 1984 on the premise that taxes were an integral part of the Financial Planning and Investment Advisory practice. Realizing that very few Planners were providing integrated Tax services... See More

Thad Ismart, CFP
Baltimore-Washington Financial Advisors is a nationally recognized wealth management firm providing objective advice since 1986.
BFWA integrates investment management, retirement and estate planning, and tax services so you can rest... See More

Mark Stinson, CFP, CPA, MBA
Areas of specialty include planning for retirement, mid-life marriage, life transitions, value investing, managing safe withdrawals for lifetime income and working with small business owners. Our minimum is $1,000,000 in ... See More

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