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 Frederick, 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 Frederick, MD Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Matthew Lincoln
CFP®, EA
Cadence Planning
Frederick, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning and Preparation, Stock Compensation and Employer-provided Stock Options, Insurance Review, Hourly financial planning
Fee-Only financial planner located in Frederick, MD, serving clients locally and across the country
Tom Taylor
CPA/PFS
Chesapeake Financial Advisors
Frederick, 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.
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
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.
James Adams
CFA®, CFP®, MBA
Lighthouse Wealth Management
Frederick, MD
Lighthouse Wealth. Illuminating Your Financial Future.
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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)
