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
James Adams
CFA®, CFP®, MBA
Lighthouse Wealth Management
Frederick, MD
Specialties: Comprehensive Financial Planning, Asset Management, Estate Planning, Tax Planning, Retirement Income Planning, College Education Planning
Tax-focused comprehensive financial planning, serving central Pennsylvania, Maryland, and clients across the country.
Teancum 'T' Light
JD, CPA, CFP®
Lighthouse Wealth Management
Frederick, MD
Specialties: Comprehensive Financial Planning, Asset Management, Retirement Income Planning, Tax Planning, Family Office Services, Trusts & Estate Planning
Tax-focused comprehensive financial planning helping successful families reduce taxes, manage wealth, and retire with confidence.
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.
Jeremy Veres
CFP®, CPWA®
Flower City Capital
Frederick, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, College Education Planning, Estate Planning, Risk Management
Flower City Capital is a fee-only wealth management and financial planning firm in Frederick, MD. We believe that high-quality advice with proactive service is the best way to create value for our clients.
Brad Sherman
Sherman Wealth Management
Gaithersburg, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Life is Complicated. Your Finances Don’t Have to Be. Sherman Wealth Management offers a personalized experience that ensures you are more empowered and equipped for the future.
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.
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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)
