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Financial Advisors in Columbia, Maryland (Howard County)

Visit FAI Wealth Management, Inc.

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

Visit Baltimore-Washington Financial Advisors, Inc.

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

Brian Kuhn CFP®
Fulton, MD
Visit Brian Kuhn CFP®

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
6 miles from Columbia, MD
Visit ReFrame Financial Planning

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
Welsh Financial & Accounting Services, LLC
13 miles from Columbia, MD
Visit Welsh Financial & Accounting Services, LLC

Michael Welsh, CFP, CPA/PFS
Welsh Financial & Accounting Services, LLC specializes in providing comprehensive personal financial planning on a fee-only basis. We also provide personal financial planning for specific events such as retirement & pen... See More

Money Plans
14 miles from Columbia, MD
Visit Money Plans

Denise Leish, BS, MBA
Money Plans has been providing financial advice and investment management services to a wide variety of middle income individuals for over thirty years. Investment management and consultations are provided.

Capital Asset Management Services
14 miles from Columbia, MD

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

Dolan Financial Corporation
14 miles from Columbia, MD

John Dolan, BA, CFP

15 miles from Columbia, 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
Script Financial
15 miles from Columbia, MD
Visit Script Financial

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

WBH Advisory
15 miles from Columbia, MD
Visit WBH Advisory

Ben Waller, CFA, CFP
WBH Advisory is a fee-only Registered Investment Advisor with over $550 million in assets under management. Operating in Baltimore since 1986, WBH offers to provide clients with targeted financial planning and client centered inv... See More

BNB Wealth Management, LLC
16 miles from Columbia, MD
Visit BNB Wealth Management, LLC

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
Burt Wealth Advisors
16 miles from Columbia, MD
Visit Burt Wealth Advisors

Fred Cornelius, CFA, CFP
In order to maintain our low client-advisor ratio and superior service, our minimum investable assets for new accounts is $1,000,000. For 25 years, Burt Wealth Advisors, has served as a trusted partner to individuals and fami... See More

Connemara Group LLC
16 miles from Columbia, MD
Visit Connemara Group LLC

Robert Sinsheimer, CFP, CPA, MBA
Thomas B. Conway, JD CFP® AEP® CTFA® CIMA® CPWA® AIF® CLU® RICP® CRC® CPO® is a CERTIFIED FINANCIAL PLANNER™ with top credentials and deep cross-disciplinary expertise off... See More

Teplin Financial Services, LLC
16 miles from Columbia, MD
Visit Teplin Financial Services, LLC

Albert Teplin, CFP, PhD is © Copyright Sudden Ventures, Inc. ( 0.083 secs on 06/20/24)

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