What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Maryland area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Select a city to refine your search:
Every Maryland Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Nathan Gendelman
MBA
The Family Firm
Bethesda, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Bethesda, MD, serving clients locally and across the country
Elliot Pepper
CPA, CFP®, MST
Northbrook Financial
Baltimore, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Baltimore, MD, serving clients locally and across the country
Alexandra Stewart
CFP®
Buttonwood Financial Advisors
Baltimore, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Baltimore, MD, serving clients locally and across the country
Liz Gillette
CFP®
Curio Wealth
Annapolis, MD
Specialties: Financial Planning, Wealth Management, Investment Management, Tax Planning
Fee-Only Financial Planner located in Annapolis, MD, serving clients locally and across the country.
Joseph Powanda
CFP®
Bay Point Wealth
Annapolis, MD
Specialties: Comprehensive Financial Planning, Retirement Analysis, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner with offices in Annapolis, MD, and Stevensville, MD, serving clients locally and across the country.
Jennifer Bush
CFP®
MainStreet Financial Planning
Odenton, MD
Specialties: Financial Planning, Retirement Planning, Business Planning, Estate Services, Education Planning
Fee-Only financial planner located in San Jose, CA, serving clients locally and across the country
Yvonne Scoggins
CIMA®, AAMS®, FPQP®
Curio Wealth
Annapolis, MD
Specialties: Financial Planning, Wealth Management, Investment Management, Tax Planning
Fee-Only Financial Planner located in Annapolis, MD, serving clients locally and across the country.
Dan Ebinger
CFA®, CFP®, CPWA®
Bay Point Wealth
Annapolis, MD
Specialties: Comprehensive Financial Planning, Investment Portfolio Management, Insurance Analysis, Tax Planning, Retirement Income Planning
Fee-Only Financial Planner with offices in Annapolis, MD, and Stevensville, MD, serving clients locally and across the country.
Billy Hufnell
CFP®, CPWA®
Bay Point Wealth
Annapolis, MD
Specialties: Comprehensive Financial Planning, Estate Planning, Investment Portfolio Management, Retirement Income Planning, Tax Planning
Fee-Only Financial Planner with offices in Annapolis, MD, and Stevensville, MD, serving clients locally and across the country.
Lyn Dippel
CFP®, JD
Curio Wealth
Annapolis, MD
Specialties: Financial Planning, Wealth Management, Investment Management, Tax Planning
Fee-Only Financial Planner located in Annapolis, MD, serving clients locally and across the country.
Philip Weiss
CFA®, CPA, RLP®
Apprise Wealth Management LLC
Phoenix, MD
Specialties: Life Planning, Financial Planning, Investment Management, Retirement Planning, Advisory Services, Tax Planning
Fee-only financial advisor located north of Baltimore (Phoenix, MD), serving clients locally and across the country.
Irina Gabidullina
CFP®, APMA®, WMCP®
Gallant Financial Planning, LLC
Rockville, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Rockville, MD, serving clients locally and across the country
Lindsey Young
CFP®, CEPA®, MBA
Quiet Wealth LLC
Baltimore, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, LGBTQ-Specific Planning Issues, Small Business Owners
Fee-Only financial planner located in Baltimore, MD, serving LGBTQ clients locally and across the country
Robert Lindstrom
CFP®, EA
Provision Financial Planning
Towson, MD
Specialties: Retirement Income Planning, Prudent Investments, Tax Strategies, Comprehensive Financial Planning
Fee-Only retirement planner located in Towson, MD, serving clients locally and nationwide.
Anna Sergunina
CFP®
MainStreet Financial Planning
Odenton, MD
Specialties: Financial Planning, Retirement Planning, Business Planning, Estate Services, Education Planning
We Help Busy Families Make Smart Financial Decisions. Comprehensive Financial Planning, Income Tax Planning & Preparation, and Estate Plan Creation All Under One Roof. Offices nation wide and remote services.
Amy King
CFP®, EA, CRPC®, ChFEBC℠, CPFA®
Instar Financial Planning, LLC
FALLSTON, MD
Specialties: Comprehensive Financial Planning, Retirement Income and Social Security Planning, Cash Flow and Debt Management, Investment Analysis, Student Loan Planning, Tax Planning, Estate Planning
Fee-Only financial planner located in Fallston, MD, serving military veterans and federal civilans locally and across the country
David Creekmore
CFP®, MBA, RLP®
Lifetime Financial LLC
Takoma Park, MD
Specialties: Comprehensive Financial Planning, Life Planning and Goals, Research Based Investing, Retirement Income Planning, Education Planning
Fee-Only financial planner located in Takoma Park, MD, serving clients locally and across the country
Tom Taylor
CPA/PFS
Chesapeake Financial Advisors
Towson, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner with Offices in Towson, Columbia, Frederick, MD, and Serving Clients Nationwide
Stacy Bakri
CFP®, CDFA®
The Family Firm
Bethesda, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Bethesda, MD, serving clients locally and across the country
Thad Ismart
CFP®, CEPS
Baltimore-Washington Financial Advisors, Inc.
Columbia, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Columbia, MD, serving clients locally and across the country
Steven Jefferys
CFP®, CFA®, MBA
Arch Financial Advisors, LLC
Bethesda, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner located in Bethesda, MD and serving the entire Washington D.C. and McLean, VA area
Clark Kendall
CFP®, CFA®, AEP®
Kendall Capital
Rockville, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Advisor located in Rockville, MD and serving Middle-Class Millionaires in the Washington, D.C. Area.
Thomas Conway
JD, CTFA®, TEP, AEP®, AIF, CAP®, CFP®, CLU®, CPO, CRC®, CIMA®, CPWA®, RICP®
Connemara Group
Gaithersburg, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
No hidden agendas. No product sales. No commissions. Just an unswerving commitment to helping you manage, protect, and grow your resources.
Teancum "T" Light
JD, CPA, CFP®
Lighthouse Wealth Management
Frederick, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, Investment Management, College Education Planning
Fee-Only financial planner with offices in Pennsylvania and Maryland, serving clients locally and across the country
Brad Sherman
Sherman Wealth Management
Gaithersburg, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner serving the greater Washington D.C. area, and clients across the country
Matthew Costa
CFP®, CPA
Foundation Wealth & Tax Advisors
Annapolis, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only financial planner & CPA located in Annapolis & Edgewater MD, serving clients locally and across the country
Stephen Daly
CFP®, CIMA®
The Family Firm
Bethesda, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Strategizing, Education Planning, Estate Planning, Charitable Giving Strategies, Asset Protection Strategies
Fee-Only financial planner located in Bethesda, MD, serving clients locally and across the country
Jason Dall'Acqua
CFP®
Crest Wealth Advisors LLC
Annapolis, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Your trusted financial partner to help bring clarity and intention to your financial strategy, investments and tax planning.
Charles "Cam" Moore
CFP®
The Family Firm
Bethesda, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Bethesda, MD, serving clients locally and across the country
Ryan Townsley
CFP®, RICP®
Town Capital
Bel Air, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning
I serve Engineers, Scientists, and other analytical people all across the US
Ben Brown
CFP®, EA
Entelechy
Bethesda, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning & Preparation
Entelechy is a flat fee-only 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. No nonsense.
Donald Lord
CFP®, CPWA®
The Family Firm
Bethesda, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Bethesda, MD, serving clients locally and across the country
Jeffrey Broadhurst
CFP®, CFA®, MBA
Broadhurst Financial Advisors, Inc.
Annapolis, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Planner serving business owners and affluent families with intergenerational wealth management strategies, tax reduction and risk reduction planning, and personalized service.
Kurt DiManna
CPA
Bay Point Wealth
Annapolis, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner located in Annapolis, MD, serving clients locally and across the country.
Debbie Gallant
CFP®, RLP®, ChFC®, RICP®
Gallant Financial Planning
Rockville, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
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.
James Kantowski
CFP®, CPA/PFS™
Curio Wealth
Annapolis, MD
Specialties: Financial Planning, Wealth Management, Investment Management, Tax Planning
Fee-Only Financial Planner located in Annapolis, MD, serving clients locally and across the country.
James Adams
CFA®, CFP®, MBA
Lighthouse Wealth Management
Frederick, MD
Lighthouse Wealth. Illuminating Your Financial Future.
Matthew Brock
CFP®
Divergent Planning
Bethesda, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Bethesda, MD, serving clients locally in Maryland, Virginia, and Washington, DC and across the country
Patrick Ortman
CFP®
Ortman Financial Planning
North Bethesda, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Military and Federal Employee Benefits
Fee-Only financial planner located in Bethesda, MD, serving clients locally and across the country
Chad Whitzel
CFP®, AFC®
Curio Wealth
Annapolis, MD
Specialties: Financial Planning, Wealth Management, Investment Management, Tax Planning
Fee-Only financial planner located in Annapolis, MD, serving clients locally and across the country
Mike Delaney
CFP®, ChFC®
Northbrook Financial
Baltimore, MD
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Tax Planning, College Education Planning
Fee-Only financial planner located in Baltimore, MD, serving clients across the country
Courtney Barnes
CFP®, CSLP®
Gallant Financial Planning
Rockville, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Rockville, MD, serving clients locally and across the country
William Hufnell
CFP®, CPA, BBA, MS
Bay Point Wealth
Annapolis, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner with offices in Annapolis, MD, and Stevensville, MD, serving clients locally and across the country.
Kevin Caldwell
Islands East Advisors
Stevensville, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Education Planning, Tax & Estate Planning, Budgeting, Cash Flow and Debt Management, Insurance Analysis, Major Expense Planning
Fee-Only Financial Advisor located on Kent Island, MD serving small business owners, individuals, and couples locally and across the country.
Christopher Brown
CFP®, MBA, AIF®
Ivy League Financial Advisors LLC
Rockville, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning, Business Planning
Helping our clients create incredible lives of significance to take care of the people they love, support the causes they care about, and to make a difference in the world.
Charles Ryan
CFP®
Atlantic Financial Planning
Annapolis, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Annapolis, MD and Washington, DC serving clients locally and across the country
Emmanuel Henson
CFP®
Gamma Wealth Management
Towson, MD
Specialties: Comprehensive Financial Planning, 401k administration & consulting, Retirement Planning, Investment Management, Tax Planning
Specializing in serving Small Business owners, the X&Y Generation, and Current and Retired Government Employees Serving nationwide, and wherever service members are stationed.
Jeremy Eppley
CFP®, CPWA®, MSFP, AIF®, APMA®, CRPC®, MPAS®
Silverstone Financial
Owings Mills, MD
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Business Planning, Estate Planning, Tax Planning, Inheritance
Fee-Only, Fiduciary financial planner located in Owings Mills, MD, serving clients locally and virtually across the country.
Katherine Edwards
CFP®
MainStreet Financial Planning
Odenton, MD
Specialties: Financial Planning, Retirement Planning, Business Planning, Estate Services, Education Planning
Fee-Only financial planner located in Murfreesboro, TN, serving clients locally and across the country
Refine Your Search
Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
