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 Baltimore, MD 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".
Every Baltimore, MD Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Jeremy Eppley
CFA, CFP®, CPWA®, MSFP, AIF®, APMA™, CBDA®, CRPC®™, MPAS™
Silverstone Financial
Owings Mills, MD
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Business Planning, Estate Planning, Tax Planning, Inheritance
I specialize in helping individuals who have recently received an inheritance use their newfound wealth effectively, as well as helping families who are interested in leaving money to loved ones or charities tax-efficiently.
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.
Robert Lindstrom
CFP®, EA
Provision Financial Planning
Towson, MD
Specialties: Retirement Income Planning, Prudent Investments, Tax Strategies, Comprehensive Financial Planning
Provision Financial Planning helps lifelong savers navigate the Dangerous Decade through coordinated retirement planning, investment management, and multi-year tax strategy. Founder Robert Lindstrom, CFP® is based in Towson, MD and serves nationwide
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.
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 Nashville, TN, 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
I'm a financial leader in the lives of my clients by listening, discovering and delivering personalized fiduciary-bound financial, investment and tax advice. I do life with my clients and I'm there every step, every day.
Ryan Townsley
CFP®, RICP®, CPWA®, TPCP®
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
Lindsey Young
CFP®, EA, TPCP®, 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
Pete Dixon
CFP®
Waypoint Wealth Management
Timonium, MD
Specialties: Wealth Management, Retirement Planning, Evidence-Based Investing, Tax Planning
For over 20 years I’ve been helping nice people nearing their ‘prime years’ to feel confident about their upcoming retirement transition. Located in the Baltimore, MD area and serving clients across the country.
Jennifer Bush
CFP®
Intentional Wealth Partners
Odenton, MD
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Divorce Financial Planning, Building Wealth, Financial Planning for Business Owners
At Intentional Wealth Partners, we’re not just financial advisors. We’re the people who help you think things through, talk things out, and stay steady when life gets complicated.
Robin Kizito
CFP®, MBA
Addax Bridge Financial
, MD
Specialties: Holistic, Goal-Based Planning, Retirement Income Planning, Investment Management, Tax Planning, Education Planning, Estate Planning, Insurance Planning, Equity Compensation
Our Driving Mission: To create financial plans as unique as the people we serve.
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)
