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

Tools & Tips

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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...

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
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.
Lyn Dippel, CFP®, JD
FAI Wealth Management
Columbia MD, Ellicott City MD, Baltimore MD
Serving clients nation wide with offices in Columbia, MD serving the greater Baltimore, Annapolis area
Christopher Brown, CFP®, MBA, AIF®
Ivy League Financial Advisors LLC
Rockville MD
Fee-Only Financial Advisor serving metropolitan Washington, DC area and around the world
Ted Toal, CFP®
Rockwood Wealth Management
Annapolis MD
Fee Only Financial Planner Located in Annapolis, MD and Serving Clients Nationwide
James Kantowski, CFP®, CPA, PFS
JSK Financial Services, LLC
Annapolis MD, Asheville NC
Fee-Only Financial Planner with offices in Annapolis, MD and Asheville, NC
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
Fred Cornelius, CFP®, CFA
Burt Wealth Advisors
Rockville MD, Washington DC
Fee Only Financial Planner Located in Rockville, MD and serving the Washington D.C area and clients across the country
Patricia Currey, CFP®, CEBS
Currey Financial Consulting, LLC
Edgewater MD, Annapolis MD, Easton MD
Fee Only Financial Planning and Investment Management Located in Edgewater, MD and Serving Central Maryland including Annapolis and the Eastern Shore of Maryland.
Clark Kendall, CFP®, CFA, AEP®
Kendall Capital
Rockville MD
Fee-Only Financial Advisor located in Rockville, MD and serving Middle Class Millionaires in the Washington, D.C. Area.
Tim Baker, CFP®
Script Financial
Baltimore MD
Fee-Only Financial Planner located in Baltimore, MD and serving clients across the country using virtual meeting technology.
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.
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
Albert Teplin, PhD, CFP®
The Connemara Group LLC
Rockville MD, Washington DC, Arlington VA
No hidden agendas. No product sales. No commissions. Just an unswerving commitment to helping you manage, protect, and grow your resources.
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
Bob Walsh, CFP®
Wealthcare Financial Planning
Cabin John MD, Bethesda MD, Potomac MD, Tysons Corner MD
Fee-Only Financial Planner serving the Washington DC area and women planning their retirement
Charles Ryan, CFP®
Atlantic Financial Planning
Annapolis MD
Fee-Only Financial Planner serving the Annapolis, MD area.
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
Ben Brown, CFP®, EA
Entelechy
Bethesda MD, Washington DC, Arlington VA, Silver Spring MD
I help people use money as a tool to realize life goals and reach their full potential. No sales. No minimums. No hidden fees. No nonsense. Based in Bethesda, MD and serving clients nationwide.
Douglas Robinson, MSFP
DouglasBradley LLC
Bel Air MD
Fee Only Financial Planner Located in Bel Air, MD and Serving Clients Nationwide
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.
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.
Kathleen Hastings, CFP®, CLU®, ChFC®, CASL®
FBB Capital Partners
Bethesda MD, Vienna VA, Easton MD
Fee-Only Financial Planner serving the greater Baltimore-Washington metropolitan area, to include northern Virginia, Maryland, District of Columbia, and nationwide.
William Hufnell, CFP®, CPA, BBA, MS
Bay Point Wealth Management
Annapolis MD, Sarasota FL
Fee-Only Financial Advisor with offices in Annapolis, MD and Sarasota, FL
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.
Wendy Moyers, CFP®, CDFA®
May Barnhard Investments LLC
Annapolis MD, Washington DC
Helping women through every season of their financial lives
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.
Jane O'Mara, CFP®
FBB Capital Partners
Bethesda MD, Vienna VA, Easton MD, Annapolis MD, Reston VA
Fee-Only Financial Planner serving the Eastern Shore, Bethesda, MD, the greater Baltimore-Washington metropolitan area, and nationwide.
James McGrath, CFP®, CPA, CLU®
Financial Strategies, Inc.
Bethesda MD, Washington DC, Potomac MD, Rockville MD
Fee Only Financial Planner Located in Bethesda, MD and Serving Clients Nationwide
Mehmood Nathani, CFP®, CFA®, MBA
Altius Financial Advisors, LLC
Bethesda MD
Fee Only Financial Planner Located in Bethesda, MD and Serving Clients Nationwide
Carolyn Nunez, CFP®, MBA
Ithaka Financial Planning, LLC
Fairhaven 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 Fairhaven, MA and Bethesda, MD.
Debbie Gallant, CFP™, CRPC®, RLP, ChFC®
Gallant Financial Planning
Rockville 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 financial and investment planning goals. Then, we work together to get you to your goals - with a solid financial foundation and peace of mind.
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
Jon Powell, CFP®
Ferguson-Johnson Wealth Management
Rockville MD
Fee-Only Financial Planner serving the Rockville, MD area.
Jaime Quiros, CFP®
FBB Capital Partners
Bethesda MD, Vienna VA, Easton MD, Annapolis MD, Tysons Corner VA, Reston VA
Fee-Only Financial Planner serving the Eastern Shore, Bethesda, MD, the greater Baltimore-Washington metropolitan area, and nationwide.
Robert Sinsheimer, CFP®, CPA, MBA
The Connemara Group LLC
Rockville MD, Washington DC, Arlington VA
No hidden agendas. No product sales. No commissions. Just an unswerving commitment to helping you manage, protect, and grow your resources.
Thomas Conway, JD, CFP®, AEP®, CLU®, CIMA®, CPWA®, AIF®, RICP®, CRC®, CPO®
Connemara Group
Rockville MD, Washington DC, Arlington VA, Rockville MD
No hidden agendas. No product sales. No commissions. Just an unswerving commitment to helping you manage, protect, and grow your resources.
Denise Leish, MBA, BS - Money Plans - Silver Spring MD
James Ludwick, CFP® - MainStreet Financial Planning, Inc. - Odenton MD, Washington DC, New York NY, Santa Barbara CA
Rianka Dorsainvil - Your Greatest Contribution - Lanham MD
Donald Lord - The Family Firm, Inc. - Bethesda MD
Kristofor Behn, CFP® - Fieldstone Financial - Boston MA, Bethesda MD, Wilmington DE, Foxboro MA, Alexandria VA, Radnor PA
Roger Bair, CFP® - Financial Consulate, Inc. - Gettysburg PA, Hunt Valley MD
David Hofstad - Independent Financial Advisors - Cheverly MD
Susan Slowinski, CFP®, CPA - Financial Consulate, Inc. - Hunt Valley MD, Gettysburg PA
Stacy Bakri - The Family Firm, Inc. - Bethesda MD
Michael Welsh - Welsh Financial & Accounting Services, LLC - Sykesville MD
Robert Boehner, CFP® - Financial Consulate, Inc. - Gettysburg PA, Hunt Valley MD
Jay Levin - Investment Planning Associates, Inc. - Rockville MD
Mike McCarthy, CFP®, CPA - Financial Consulate, Inc. - Gettysburg PA, Hunt Valley MD
Patrick Collins - Greenspring Wealth Management, Inc. - Towson MD
Drew Tignanelli, CFP®, CPA - Financial Consulate, Inc. - Hunt Valley MD, Gettysburg PA
Nancy Bryant, AIF, CFP®, MBA - Greenspring Wealth Management, Inc. - Towson MD
Edward O'Hara - Capital Asset Management Services - Silver Spring 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
John Dolan - Dolan Financial Corporation - Silver Spring MD
Annette Simon, CFP®, MBA - Garnet Group, LLC - Bethesda MD
Gregory Richardson, CFP®, MS - Halpern Financial Inc - Rockville MD
Robert Lindstrom, CFP® - Financial Consulate, Inc. - Hunt Valley MD, Gettysburg PA
Kate Fries, CFP® - The Family Firm, Inc. - San Diego CA, Bethesda MD
Ken Diehl, CFP®, CPA - Cornerstone Financial Planning, Inc. - Gaithersburg MD
Graham Ewing, CFP® - Financial Consulate, Inc. - Gettysburg PA, Hunt Valley MD
Steve Lingle, CFP®, MBA - Lighthouse Financial Planning, LLC - Fairfax VA, Potomac MD
Ted Halpern - Halpern Financial Inc - Rockville MD, Ashburn VA
Veena Kutler - Garnet Group, LLC - Bethesda MD
Chad Norfolk, CFP® - WMS Partners, LLC - Towson MD
Dorie Fain, CFP® - &Wealth Partners - Baltimore MD
Elizabeth Gillette - Lifetime Wealth Planning and Management LLC - Oxon Hill MD
Lazetta Braxton, CFP®, MBA - Financial Fountains, LLC - Baltimore MD