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

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 three core offerings provided as separate and distinct services.
Comprehensive Financial Planning
An ongoing relationship with a CERTIFIED FINANCIAL PLANNER™ for a flat annual fee, paid monthly or quarterly. Comprehensive planning means we'll cover all the bases, from your initial plan and goal setting, to optimizing your cash flow, insurance, estate & tax planning, and much more. With regular check-ins to make sure you're on track and unlimited support, we're your collaborative partner in every decision that might be remotely related to money throughout the year.
Investment Management
Tailor-made investment portfolios based on your individual goals, time horizons, risk tolerance, and liquidity needs. No commissions. No nonsense. No trying to beat or time the market. We'll regularly rebalance your account, take advantage of tax-loss harvesting opportunities to save you money on your tax return, handle all cash management, and manage your portfolio with an approach backed by decades of academic research. All for one simple fee.
Financial Planning Projects
One-time engagements designed for those that aren't yet ready for an ongoing relationship. Projects can involve answers to a few specific questions, or help with a specific task like optimizing your employee benefits. A detailed write-up of all recommendations is included at the end of the project, with one simple fee based on project scope and complexity.... 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

We are an employee-owned, independent, fiduciary firm offering clients personalized investment plans and comprehensive financial planning services. We provide investment management, portfolio allocation, financial planning, and insurance.

Wendy Moyers, CDFA, CFP

Fee Only Asset Management. Our 20 year old firm has been serving the Washington Metropolitan Area with credentialed , unconfliced advice from a team of CFA's and CFP's. We carry no brokerage licenses and represent no product. Forbes listed us in October, 2008 as one of their choices for Fee Only management.... See More

Ivy League Financial Advisors LLC provides comprehensive financial planning and investment advisory services on a “Fee-Only” basis to individuals and small businesses. Mr. Brown specializes in retirement planning, investment management, college planning, estate planning, and planning for small business owners.

Ivy League Financial Advisors LLC is compensated solely by its clients and does not receive commissions based on the sale of any investment or insurance product. In addition, the firm does not accept referral fees.

Mr. Brown is a Certified Financial Planner (CFP®) licensee, having completed his coursework from the College for Financial Planning in Denver, Colorado. He holds a B.A degree in Economics and a B.S. degree in Operations Research and Industrial Engineering from Cornell University. He also holds a Masters of Business Administration (MBA) Degree from the Amos Tuck School of Business Administration at Dartmouth College, repeatedly ranked by both the Wall Street Journal and Forbes Magazine as the country’s best business school. Mr. Brown is also a former instructor with the College for Financial Planning. In addition, he has received the designation of Accredited Investment FiduciaryTM (AIF®) from the Center for Fiduciary Studies.

Mr. Brown is a member of the Financial Planning Association and the National Association of Personal Financial Advisors (NAPFA), the “Fee-Only” financial planning association. He is one of approximately 1,200 NAPFA-Registered Financial Advisors® nationwide. NAPFA and Fee-Only Financial Planning have been endorsed by organizations such as the AARP, the Consumer Federation of America, Jane Bryant Quinn of Newsweek, Kiplinger’s Personal Finance magazine, Money magazine, and former SEC Chairman, Arthur Levitt. Mr. Brown was co-chair of the 2002 NAPFA Northeast/Mid-Atlantic Regional Conference held in Baltimore, Maryland. He has also headed NAPFA’s partnership with Kiplinger’s Personal Finance magazine to bring retirement help to consumers in Kiplinger’s annual “JumpStart Your Retirement Days”. Since 2004, over 20,000 consumers received objective advice from NAPFA-Registered Financial Advisors® working through this initiative.

Mr. Brown has been quoted in numerous publications including the Washington Post, the Washington Post Magazine, Kiplinger’s Personal Finance Magazine, Money Magazine, BusinessWeek Magazine, the Baltimore Sun, Mutual Funds magazine, Forbes on-line, and Investment Advisor magazine. In December 2002 and again in January 2009, he was named by Washingtonian Magazine as a financial advisor you can “Trust with Your Money”.... See More

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

Offering fee only financial planning and asset management. We sell no products. We work for our clients.

Jaime Quiros, CFP
FBB Capital Partners provides wealth management, investment and financial planning services to a select group of financially established private clients and institutions in the Washington DC area and nationwide. FBB has been helping clients grow and sustain wealth for more than 25 years.
We are an independent wealth management firm serving as trusted partner to affluent individuals, families, foundations and endowments.
Our highly personalized, consultative approach lets us better understand our clients' financial goals, while our team of investment professionals and planning experts provides our clients with the sophisticated, objective advice they deserve.
Over more than two decades we have built the firm into an organization capable of serving our clients' needs for generations to come. As a fiduciary, we are held to the highest industry standards of trust and confidence, and act with undivided loyalty to our clients. As an employee-owned firm, we offer independent thinking, free from the constraints of corporate interests. And as a fee-only advisor, we avoid the conflicts of interest inherent in brokerage and certain other financial advisory arrangements.
Each FBB client is served by a dedicated Portfolio Manager who becomes a core member of the client's financial team. What sets up apart is our flexibility in structuring portfolios and the level of attention we offer our clients. We do not force our clients into one-size-fits-all portfolios, but instead tailor each portfolio to the client's unique goals, risk preferences, time frame and tax situation. We also work extensively with our clients' other advisors, such as tax professionals and estate-planning attorneys.
Through dedicated teamwork - as true financial partners - we aim to exceed the expectations of our valued clients.... See More