Financial Advisors in Glen Burnie, Maryland (Anne Arundel County)

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

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.

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 & pension distribution options. Also, we offer annual financial checkups and tax planning to our clients. We do not provide the advisory service "assets under management" (usually a percent of client's investments) because we believe that the fees charged for this services will greatly reduce the client's net worth over time while investment advice and guidance can be provided in a more cost effective manner to the client through constant financial checkups and education.... See More

John Dolan, BA, CFP

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

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

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 independent, unbiased financial counsel focused on our clients’ unique needs and priorities. While this independence provides our clients with highly personalized services, BNB offers a complete range of services and access to global investment opportunities and best-in-class multi-generational estate and financial planning strategies. We invite you to learn about BNB’s thoughtful, insightful and committed qualities that are at the heart of everything we do to help you achieve financial excellence for generations to come.... See More

Albert Teplin, CFP, PhD

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 conflicting objectives;thoroughly evaluate opportunities to clearly frame possible courses of action;manage your investment assets using time-tested, coherent investment strategies geared to your risk tolerance;ensure that your plans are supported by appropriate insurance and estate planning; coordinate with your other advisors to ensure that all of your planning is aligned with your priorities;offer proactive advice in response to changes in the financial world as well as respond to changes in your situation and life. We are committed to helping our clients make the most of their financial life. We work to simplify complicated financial matters and determine the best course for you. By working with Garnet Group you receive seamless, comprehensive advice allowing you to concentrate on other facets of your life.
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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 offering professional planning services for a flat fee without a requirement of assets under management (AUM). He is an attorney with a practice concentration in personal finance and investing, retirement planning and estate planning. He is the President, Founder and Managing Member of the Connemara Group, LLC (www.connemara.com), with principal offices in Rockville, Maryland and meeting locations in Washington, DC (Willard Office Building) and Northern Virginia.
Connemara is relatively unique in that it provides highly qualified professional planning services using cutting-edge technology for a flat fee without a requirement that clients relinquish control over their investment portfolios in exchange for ongoing asset management fees. Clients are given specific investment recommendations with supporting research using low-cost traditional open end mutual funds (active and passive) and exchange traded funds (ETFs) using Vanguard or Fidelity as custodian. Periodic follow-up reviews are then scheduled as needed. Most clients are professionals and executives (public, private and not-for-profit) nearing or in retirement. Other clients are mid-career professionals and rising executives. Still others are affluent young professionals. A practice niche involves serving wealthy international families and families of significant inherited wealth.



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Jay Levin, BS, CFP, MBA
Fee only financial planning and investment management for individuals and small businesses. Financial planning focuses on helping our clients make important financial decisions about retirement and funding their children's college education. IPA's investment management approach applies the time tested principals of broad diversification, no market timing, low expenses and taxation, high quality no load mutual funds, rebalancing and patience. ... See More

Debra Gallant, BA, CFP, ChFC, CRPC, MA, RLP
At Gallant Financial Planning, I strive to do things differently than most advisors. Through financial life planning and wealth management, I aim to help you create a financial roadmap that addresses all pieces of your financial puzzle, from your stresses and fears to your values and dreams. Two of the many ways my firm is different than many is that Gallant Financial Planning is an independent, fee-only Registered Investment Advisor (RIA). As a RIA, I act with the highest level of fiduciary care, putting your needs above all else. I avoid conflicts of interest so you can feel confident that I'm always providing unbiased recommendations and objective advice. With a fully transparent fee structure, you always know what you are paying. I conduct my business under a fiduciary duty and am held to strict codes of professional and ethical conduct. By working with a fee-only RIA firm, you can feel more confident knowing your best interests always come first. I primarily serve federal employees and other professionals, especially those who are about to make a retirement decision. Often, my clients are “middle-class millionaires.” They include folks trying to juggle saving for college and retirement at the same time, those receiving an inheritance and don't know how to maximize their new resources, as well as widows and single women who want someone on their “team” to look out for their best interests. I am always happy to meet with people who are interested in learning about how they may benefit from financial life planning. Whether you're looking for a new financial partner or have yet to start the journey with an advisor, I encourage you to reach out to me for a no-obligation conversation. To learn more, email me at or call .... 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, Jim McGrath started incorporating tax planning and preparation for one fee for all of his Advisory clients.
We currently use the groundbreaking Investment philosophies of Dimensional Fund Advisors (DFA) to create the bulk of our client portfolios. DFA funds are only available through a limited, very selective group of Advisors, who have undergone additional, DFA sponsored education.
When Jim joined NAPFA in 2004, he was one of six NAPFA Registered Planners with the credentials of CPA, CFP and CLU.
We currently offer a free, 30 to 45 minute initial meeting for those considering Investment Advisory services. For those who are looking for more immediate answers to their questions, we provide a "Two Hour Tuneup" as a way for a review of your most pressing concerns.
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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 families, providing wealth management guidance and solutions based on a thorough understanding of each client’s situation and goals. We take an objective and proactive approach, bringing proven expertise to bear on every aspect of a client’s wealth—from accumulation and growth through preservation and distribution. The Power of a Holistic Approach Our comprehensive approach is designed to create a plan that achieves your near- and longer-term goals, whether you are seeking fundamental investment management, are providing care for an aging family member, or are looking to establish a philanthropic legacy that makes a difference in your community.When crafting an integrated wealth management plan, we offer expertise in:Financial planningTax planningRetirement income planningInter-generational wealth transferEstate planningPhilanthropy What Makes Us DifferentWe’ve had the privilege of working with individuals and families often over multiple generations. In that time, we’ve learned that our clients value and appreciate the combination of traits that distinguish our firm. Client Centered: Our advisors are focused on their clients and their personal financial situations. As Fee-Only advisors, we are committed to carefully recommending a prudent course of action that is strictly in the best interests of our clients.Market Knowledge: Since 1985, we have provided wealth management for clients through a wide range of market conditions. Our track record and experience through the... 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 firm was founded by Steve Jefferys, CFA, CFP(R), to provide financial planning and investment management services to individuals and families looking for unbiased financial advice.... See More