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
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
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
CareOne Debt Relief Services, based in Columbia, MD, is a debt relief company that offers various options for individuals who are looking for help getting out of debt.
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 tSee More...
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 appSee More...
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
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
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
Chad Norfolk, AIF, CFP
WMS Partners is a comprehensive multi-family office, investment advisory and financial planning firm based in Towson, MD. As the chief financial officer for our clients, we are the central point and advocate for their financial ... See More
Molly Burton, CFP
Greenspring Wealth Management is a fee-only financial planning and private money management firm located in Towson, Maryland. Our Private Client Group primarily works with individuals and families with a portfolio value of $500,000 ... See More
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 plann ... See More
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.
John Dolan, BA, CFP
L. Edward O'Hara, BS, CFP, EA
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