Fee-Only Financial Planners in:
Maryland

These Maryland Fee-Only financial advisors specialize in financial planning, retirement planning, wealth management, tax planning, investment management, and all areas of financial planning. All financial planners listed are members of The National Association of Personal Financial Advisors (NAPFA) is the country's leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

Maryland Financial Planners

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NAPFA Pursuit of a Financial Advisor Field Guide

This checklist is an excellent way to get an overview of an advisor's capabilities and qualifications. Learn More...

NAPFA members are not all alike. Though they adhere to the same key principles, they are each independent advisors who serve their clients differently. Use this document to understand the differences in forms of compensation and level of service that will be provided. Learn More...

Fred Cornelius, CFP®, CFA
Burt Wealth Advisors
Rockville MD
Fee Only Financial Planner Located in Rockville, MD and Serving Clients Nationwide
Carolyn Ozcan, CFP®, MBA
Ithaka Financial Planning, LLC
Mattapoisett MA, Bethesda MD, Washington DC, Chevy Chase MD, Silver Spring MD, Arlington MD, Fairfax VA, Falls Church VA, McLean VA, Fairhaven MA, New Bedford MA, Marion MA, Cape Cod MA
Fee-Only Financial Planner serving clients nationwide from offices in Mattapoisett, MA and Bethesda, MD.
Steven Thalheimer, CFP®, BA, MA
Thalheimer Financial Planning
Silver Spring MD, Washington DC
Fee-Only Financial Advisor serving the Washington, DC area from an office in Silver Spring, MD
Bob Pugh, CFP®, CFA
Insight Wealth Management, Inc.
Gainesville VA, Haymarket VA, Leesburg VA, Middleburg VA, Alexandria VA, Alexandria VA, Ashburn VA, Fairfax VA, Fairfax County VA, Fauquier County VA, Loudoun County VA, McLean VA, Occoquan VA, Prince William County VA, Prince William VA, Reston VA, Annandale VA, Falls Church VA, Great Falls VA, Herndon VA, Midlothian VA, Oakton VA, Winchester VA, Potomac Falls VA, Baltimore MD, Bethesda MD, Manassas VA
Fee-Only Financial Advisor and Investment Manager based in Gainesville, Virginia and serving the entire Northern Virginia and Washington, DC communities, as well clients nationwide and globally.
Barry Korb, CFP®
Lighthouse Financial Planning
Potomac MD, Bethesda MD, Gaithersburg MD, Rockville MD, Silver Spring MD, Columbia MD, Alexandria VA, Annandale VA, Arlington VA, Fairfax VA, Falls Church VA, McLean VA, Spring Valley NY, Spring Valley NY
Fee-Only Financial Advisor serving Potomac, MD area.
Ted Toal, CFP®
Rockwood Wealth Management
Annapolis MD
Fee Only Financial Planner Located in Annapolis, MD and Serving Clients Nationwide
Thomas Conway, CFP®, JD, AIF
Connemara Fee Only Planning
Rockville MD, Washington DC, Rockville MD
Fee-Only Financial Advisor serving Rockville, MD area.
Christopher Parr, CFP®, MBA
Parr Financial Solutions, Inc.
Columbia MD, Ellicott City MD, Clarksville MD, Dayton MD, Glenelg MD, Glenwood MD, West Friendship MD, Annapolis MD, Baltimore MD, Bel Air MD, Eldersburg MD, Fulton MD, Odenton MD, Silver Spring MD, Sykesville MD, Towson MD, Bethesda MD, Easton MD, Gaithersburg MD, Rockville MD, Hunt Valley MD
Fee Only Financial Planner and CERTIFIED FINANCIAL PLANNER™ Professional located in Columbia, MD and serving the entire region.
Lyn Dippel, CFP®, JD
FAI Wealth Management
Columbia MD
Serving clients nation wide with offices in Columbia, MD
Martin Hopkins, CFP®
Hopkins Investment Management
Annapolis MD, Bethesda MD, Princeton NJ, Fulton MD, Charleston SC, Cary NC
Bringing peace of mind and a defined financial future to young professionals, those heading to retirement and engaged retirees. We help you preserve wealth and use great opportunities to grow it.
Christopher Brown, CFP®, MBA, AIF®
Ivy League Financial Advisors LLC
Rockville MD
Fee-Only Financial Advisor serving metropolitan Washington, DC area.
Charles Ryan, CFP®
Atlantic Financial Planning
Annapolis MD
Fee-Only Financial Planner serving the Annapolis, MD area.
Beth Remick, CFP®, MBA
Ithaka Financial Planning, LLC
Bethesda MD, Mattapoisett MA, Washington DC, Chevy Chase MD, Silver Spring MD, Arlington MD, Fairfax VA, Falls Church VA, McLean VA, Fairhaven MA, New Bedford MA, Marion MA, Cape Cod MA
Fee-Only Financial Planner serving clients nationwide from offices in Bethesda, MD and Mattapoisett, MA.
Tom Taylor, CPA/PFS
Chesapeake Financial Advisors
Towson MD, Columbia MD, Baltimore MD
Fee Only Financial Planner With Offices in Towson and Columbia, MD and Serving Clients Nationwide
Thad Ismart, CFP®
Baltimore-Washington Financial Advisors, Inc.
Columbia MD
Fee-Only Financial Planner serving the Columbia, MD area.
Chad Norfolk, CFP®
WMS Partners, LLC
Towson MD
Serving clients nation wide with offices in Towson, MD
J. Mark Joseph, CPA/PFS, CFP®, ChFC®, CLU®, CAP®, CASL®
Sentinel Wealth Management
Reston VA, McLean VA, Great Falls VA, Fairfax VA, Bethesda MD, Potomac MD, Chevy Chase MD, Washington DC, Vienna VA, Oakton VA, Falls Church VA
William Hufnell, CFP®, CPA, BBA, MS
Bay Point Wealth Management
Annapolis MD, Sarasota FL
Fee-Only Financial Advisor with offices is Annapolis, MD and Sarasota, FL
Debbie Gallant, CFP™, CRPC®, RLP, ChFC®
Gallant Financial Planning, LLC
Gaithersburg MD, Germantown MD, Frederick MD, Rockville MD, Silver Spring MD, Washington DC, Potomac MD, Damascus MD, Columbia MD, Bethesda MD
We help you establish your life plan. Then, we work together to get you there.
Ajay Kaisth, CFP®
KAI Advisors
Princeton Junction NJ, Princeton NJ, Skillman NJ, Cranbury NJ, Hunt Valley MD, Denver CO, Plainsboro NJ, West Windsor NJ, East Windsor NJ
Fee-Only Financial Planning and Investment Management based in Princeton Jct. NJ and Serving Clients Nation-Wide
Carolyn Walder, CFP®
Lifetime Wealth Planning and Management
National Harbor MD, Alexandria VA
Fee-Only Financial Planner with offices in National Harbor, Maryland, and Alexandria, Virginia
Brian Booth, CFP®, MS
Rockwood Wealth Management
New Hope PA, Annapolis MD
Fee Only Financial Planner Located in New Hope, PA & Annapolis, MD. Serving Clients Nationwide
Clark Kendall, CFP®, CFA®, AEP
Kendall Capital Management
Rockville MD
Fee-Only Financial Advisor located in Rockville, MD and serving clients nationwide
James Kantowski, CFP®, CPA, PFS
JSK Financial Services, LLC
Annapolis MD
Fee-Only Financial Planner Located in Annapolis, MD and Serving Clients Nationwide
Steven Jefferys, CFP®, CFA®, MBA
Arch Financial Advisors, LLC
Bethesda MD, McLean VA, Washington DC, Rockville MD, Silver Spring MD, Potomac MD
Fee-Only Financial Planner located in Bethesda, MD and serving the entire Washington D.C. and McLean, VA area
Lazetta Braxton, CFP®, MBA - Financial Fountains, LLC - Baltimore MD
Douglas Robinson - Douglas Bradley LLC - Bel Air MD
Gregory Richardson, CFP®, MS - Halpern Financial Inc - Rockville MD
Nancy Bryant, AIF, CFP®, MBA - Greenspring Wealth Management, Inc. - Towson MD
Dorie Fain, CFP® - &Wealth Partners - Baltimore MD
Michael Welsh - Welsh Financial & Accounting Services, LLC - Sykesville MD
Kirk Kinder, CFP® - Picket Fence Financial - Towson MD, Bel Air MD, Palm Harbor FL Baltimore MD
James Ludwick, CFP® - MainStreet Financial Planning, Inc. - Odenton MD, Washington DC, New York NY, Santa Barbara CA
Dawn Doebler, CFP®, CPA, MBA - Madison Wealth Management - Leesburg MD, Bethesda MD, Cincinnati OH
Ben Dorsey, CPA, CFP®, CDFA™, MST - Baltimore-Washington Financial Advisors, Inc. - Columbia MD
Annette Simon, CFP®, MBA - Garnet Group, LLC - Bethesda MD
Patricia Currey - Currey Financial Consulting, LLC - Edgewater MD
Kathleen Hastings - FBB Capital Partners - Bethesda MD
Ken Diehl, CFP®, CPA - Cornerstone Financial Planning, Inc. - Gaithersburg MD
Mehmood Nathani, CFP®, CFA®, MBA - Altius Financial Advisors, LLC - Bethesda MD
Rianka Dorsainvil - Your Greatest Contribution - Lanham MD
Roger Bair, CFP® - Financial Consulate, Inc. - Hunt Valley MD, Gettysburg PA
Jay Levin - Investment Planning Associates, Inc. - Rockville MD
James McGrath - Financial Strategies, Inc. - Rockville MD
Gabriel Trasatti - Trasatti Wealth Planning, LLC - Annapolis MD
Kristofor Behn, CFP® - Fieldstone Financial - Boston MA, Bethesda MD, Wilmington DE, Foxboro MA, Alexandria VA, Radnor PA
Denise Leish, MBA, BS - Money Plans - Silver Spring MD
Edward O'Hara - Capital Asset Management Services - Silver Spring MD
Kate Fries, CFP® - The Family Firm, Inc. - San Diego CA, Bethesda MD
Stacy Bakri - The Family Firm, Inc. - Bethesda MD
Donald Lord - The Family Firm, Inc. - Bethesda MD
David Hofstad - Independent Financial Advisors - Cheverly MD
Susan Slowinski, CFP®, CPA - Financial Consulate, Inc. - Hunt Valley MD
Ted Halpern - Halpern Financial Inc - Rockville MD, Ashburn VA
Steve Lingle, CFP®, MBA - Lighthouse Financial Planning, LLC - Fairfax VA, Potomac MD
Tim Baker, CFP® - Script Financial - Baltimore MD
John Dolan - Dolan Financial Corporation - Silver Spring MD
Patrick Collins - Greenspring Wealth Management, Inc. - Towson MD
Veena Kutler - Garnet Group, LLC - Bethesda MD