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 Columbia, 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 Columbia, MD Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Tom Taylor
CPA/PFS
Chesapeake Financial Advisors
Fulton, 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
Mary Thompson
CFP®, CIMA®
ReFrame Financial Planning
Ellicott City, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning,
Fee-Only financial planner located in Ellicott City, 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
James Kantowski
CFP®, CPA, PFS
Bay Point Wealth
Columbia, MD
Specialties: Comprehensive Financial Planning, Tax Planning, Investment Portfolio Management, Retirement Income Planning, College Education Planning,
Fee-Only Financial Planner with offices in Annapolis, MD, Columbia, MD, Asheville, NC and Sarasota, FL
Skyler Hutcheson
CRPC®
FAI Wealth Management, 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
Lyn Dippel
CFP®, JD
Bay Point Wealth
Columbia, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Serving clients locally and nation wide with offices in greater Annapolis and Columbia, MD
William Hufnell
CFP®, CPA, BBA, MS
Bay Point Wealth
Columbia, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Advisor with offices in Annapolis, MD, Columbia, MD, Asheville, NC and Sarasota, FL
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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)
