Financial Advisors in Maryland

TAM Financial Advisors is an independent, fee-only financial planning firm. Our unique approach to risk management and risk reduction serves our clients well during these turbulent times. For wealth management clients with investable assets of at least $500,000 we create individualized portfolios of stocks, bonds and exchange-traded funds that minimize annual portfolio management costs.... See More

The Family Firm provides Fee Only (independent) financial advisory services to individuals and families primarily in the Washington, DC Metro area, including Maryland and Virginia.
Our services are designed to help you achieve and maintain financial independence, at a price that is affordable. This has been our sole mission for the more than twenty years we've been in business.... See More

Wendy Moyers, CDFA, CFP

Nancy Bryant, AIF, CFP, MBA
We offer customized, comprehensive financial planning services and investment management. in a "high touch" manner.
We customize every client's investment plan to fit their needs, goals and circumstances. Financial planning services are provided so that all the areas that affect our clients' finanical lives are analyzed thoroughly and recommendations are crafted to assist clients in building and using their wealth wisely. Monitoring and updating the plan is an integral part of the services provided, so we meet with clients on an ongoing basis.
We specialize in working with women, widows and business owners as well as pre-retirement and post-retirement couples.
If you visit our website, you will find a fee schedule for the different level of services we provide.... See More

Patricia Currey, CEBS, CFP
Currey Financial was formed in 1999. Patricia L. Currey is sole owner and employee of Currey Financial Consulting, LLC. She has accumulated over thirty-five years' experience in personal financial and employee benefit issues.
Prospective clients may choose to focus on either financial planning or investment management concerns. ... See More

David Hofstad, AIF, CFP, CPA, EA, MA, MS

Ken Diehl, BS, CFP, CPA
Cornerstone Financial Planning, Inc. provides comprehensive, fee-only financial planning services that cover all aspects of a client's financial life. Strategies and recommendations include coverage in the following areas:· Retirement Planning · Insurance Reviews · Tax Planning · Cash Flow Management · Investment Planning · Estate Planning We then help clients implement the strategies and recommendations developed.... See More

John Dolan, BA, CFP

L. Edward O'Hara, BS, CFP, EA