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...

James Kantowski, CFP®, CPA, PFS
JSK Financial Services, LLC
Annapolis MD
Fee-Only Financial Planner Located in Annapolis, MD and Serving Clients Nationwide
Fred Cornelius, CFP®, CFA
Burt Wealth Advisors
Rockville MD
Fee Only Financial Planner Located in Rockville, MD and Serving Clients Nationwide
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.
Thad Ismart, CFP®
Baltimore-Washington Financial Advisors, Inc.
Columbia MD
Fee-Only Financial Planner serving the Columbia, MD area.
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.
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.
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
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
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
Christopher Brown, CFP®, MBA, AIF®
Ivy League Financial Advisors LLC
Rockville MD
Fee-Only Financial Advisor serving metropolitan Washington, DC area.
Lyn Dippel, CFP®, JD
FAI Wealth Management
Columbia MD
Serving clients nation wide with offices in Columbia, MD
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
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
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
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.
Martin Hopkins, CFP®
Hopkins Investment Management
Annapolis MD, Bethesda MD, Princeton NJ, Fulton MD, Charleston SC
Fee Only Financial Planner Serving Clients up and down the East Coast with offices in several locations
Thomas Conway, CFP®, JD, AIF
Connemara Fee Only Planning
Rockville MD, Washington DC, Rockville MD
Fee-Only Financial Advisor serving Rockville, MD area.
Charles Ryan, CFP®
Atlantic Financial Planning
Annapolis MD
Fee-Only Financial Planner serving the Annapolis, MD area.
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.
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
Clark Kendall, CFP®, CFA®, AEP
Kendall Capital Management
Rockville MD
Fee-Only Financial Advisor located in Rockville, MD and serving clients nationwide
Chad Norfolk, CFP®
WMS Partners, LLC
Towson MD
Serving clients nation wide with offices in Towson, MD
Ted Toal, CFP®
Rockwood Wealth Management
Annapolis MD
Fee Only Financial Planner Located in Annapolis, MD and Serving Clients Nationwide
James Ludwick, CFP® - MainStreet Financial Planning, Inc. - Odenton MD, Washington DC, New York NY, Santa Barbara CA
Donald Lord - The Family Firm, Inc. - Bethesda MD
Jay Levin - Investment Planning Associates, Inc. - Rockville MD
Patrick Collins - Greenspring Wealth Management, Inc. - Towson MD
Dorie Fain, CFP® - &Wealth Partners - Baltimore MD
Patricia Currey - Currey Financial Consulting, LLC - Edgewater MD
Ben Dorsey, CPA, CFP®, CDFA™, MST - Baltimore-Washington Financial Advisors, Inc. - Columbia MD
John Dolan - Dolan Financial Corporation - Silver Spring MD
David Hofstad - Independent Financial Advisors - Cheverly MD
Kathleen Hastings - FBB Capital Partners - Bethesda MD
Denise Leish, MBA, BS - Money Plans - Silver Spring MD
Ted Halpern - Halpern Financial Inc - Rockville MD, Ashburn VA
Steve Lingle, CFP®, MBA - Lighthouse Financial Planning, LLC - Fairfax VA, Potomac MD
Mehmood Nathani, CFP®, CFA®, MBA - Altius Financial Advisors, LLC - Bethesda MD
Kirk Kinder, CFP® - Picket Fence Financial - Towson MD, Bel Air MD, Palm Harbor FL Baltimore MD
Gabriel Trasatti - Trasatti Wealth Planning, LLC - Annapolis MD
Rianka Dorsainvil - Your Greatest Contribution - Lanham MD
Veena Kutler - Garnet Group, LLC - Bethesda MD
Susan Slowinski, CFP®, CPA - Financial Consulate, Inc. - Hunt Valley MD
Ken Diehl, CFP®, CPA - Cornerstone Financial Planning, Inc. - Gaithersburg MD
Stacy Bakri - The Family Firm, Inc. - Bethesda MD
Dawn Doebler, CFP®, CPA, MBA - Madison Wealth Management - Leesburg MD, Bethesda MD, Cincinnati OH
Kate Fries, CFP® - The Family Firm, Inc. - San Diego CA, Bethesda MD
Edward O'Hara - Capital Asset Management Services - Silver Spring MD
Annette Simon, CFP®, MBA - Garnet Group, LLC - Bethesda MD
Nancy Bryant, AIF, CFP®, MBA - Greenspring Wealth Management, Inc. - Towson MD
Kristofor Behn, CFP® - Fieldstone Financial - Boston MA, Bethesda MD, Wilmington DE, Foxboro MA, Alexandria VA, Radnor PA
Michael Welsh - Welsh Financial & Accounting Services, LLC - Sykesville MD
Roger Bair, CFP® - Financial Consulate, Inc. - Hunt Valley MD, Gettysburg PA
Lazetta Braxton, CFP®, MBA - Financial Fountains, LLC - Baltimore MD
Douglas Robinson - Douglas Bradley LLC - Bel Air MD
James McGrath - Financial Strategies, Inc. - Rockville MD
Gregory Richardson, CFP®, MS - Halpern Financial Inc - Rockville MD