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 Bethesda, 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 Bethesda, MD Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
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
Patrick McNamara
CFP®
Glassman Wealth Services
North Bethesda, MD
Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning
Offices in Northern Virginia serving clients and virtually. We serve many clients, but every day we challenge ourselves to strive to imagine, and act, as if we only had one. We call it the "Just One Client" mindset.
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
Trey Gresh
CFP®
Glassman Wealth Services
North Bethesda, MD
Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning
Offices in Northern Virginia serving clients and virtually. We serve many clients, but every day we challenge ourselves to strive to imagine, and act, as if we only had one. We call it the "Just One Client" mindset.
Colin Gerrety
CFP®, CIMA®
Glassman Wealth Services
North Bethesda, MD
Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning
Offices in Northern Virginia serving clients and virtually. We serve many clients, but every day we challenge ourselves to strive to imagine, and act, as if we only had one. We call it the "Just One Client" mindset.
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
David Levitt
CFP®
Glassman Wealth Services
North Bethesda, MD
Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning
Offices in Northern Virginia serving clients and virtually. We serve many clients, but every day we challenge ourselves to strive to imagine, and act, as if we only had one. We call it the "Just One Client" mindset.
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
Dana Sippel
CFP®, CPA/PFS
Glassman Wealth Services
North Bethesda, MD
Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning
Offices in Northern Virginia serving clients and virtually. We serve many clients, but every day we challenge ourselves to strive to imagine, and act, as if we only had one. We call it the "Just One Client" mindset.
Eric Dunner
J.D., CFP®
Glassman Wealth Services
North Bethesda, MD
Specialties: Holistic Financial Planning, Executive Equity Packages, Investment Management, Retirement Planning, Estate Planning, Tax Planning
Offices in Northern Virginia serving clients and virtually. We serve many clients, but every day we challenge ourselves to strive to imagine, and act, as if we only had one. We call it the "Just One Client" mindset.
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.
Candace Lee
CFP®, EA
Glassman Wealth Services
North Bethesda, MD
Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning
Offices in Northern Virginia serving clients and virtually. We serve many clients, but every day we challenge ourselves to strive to imagine, and act, as if we only had one. We call it the "Just One Client" mindset.
Travis Russell
CFP®
Glassman Wealth Services
North Bethesda, MD
Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning
Offices in Northern Virginia serving clients and virtually. We serve many clients, but every day we challenge ourselves to strive to imagine, and act, as if we only had one. We call it the "Just One Client" mindset.
Brad Sherman
Sherman Wealth Management
Gaithersburg, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We are changing stigmas, improving mindsets, imparting knowledge – around the concept of money and the financial industry – because we aim to empower each and every one of our clients, so that they are set up for personal success. It’s our calling.
Heather Tweedlie
CFP®, CES™
Glassman Wealth Services
North Bethesda, MD
Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning
Offices in Northern Virginia serving clients and virtually. We serve many clients, but every day we challenge ourselves to strive to imagine, and act, as if we only had one. We call it the "Just One Client" mindset.
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
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
Barry Glassman
CFP®
Glassman Wealth Services, LLC
North Bethesda, MD
Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning
Offices in Northern Virginia serving clients and virtually. We serve many clients, but every day we challenge ourselves to strive to imagine, and act, as if we only had one. We call it the "Just One Client" mindset.
Lindsay Shetterly
CIMA®, CES™
Glassman Wealth Services
North Bethesda, MD
Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning
Offices in Northern Virginia serving clients and virtually. We serve many clients, but every day we challenge ourselves to strive to imagine, and act, as if we only had one. We call it the "Just One Client" mindset.
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
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)
