Fee-Only Financial Advisors in Maryland

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 Maryland 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 Maryland Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

I can work with clients anywhere!

Amy King

CFP®, EA, MQFP, ChFEBC℠, CPFA®, CRPC®

Instar Financial Planning, LLC

FALLSTON, MD

Specialties: Comprehensive Financial Planning, Retirement Income and Social Security Planning, Cash Flow and Debt Management, Investment Analysis, Student Loan Planning, Tax Planning, Estate Planning

Fee-Only financial planner located in Fallston, MD, serving military veterans and federal civilans locally and across the country

I can work with clients anywhere!

Chad Whitzel

CFP®, AFC®

Curio Wealth

Annapolis, MD

Specialties: Financial Planning, Wealth Management, Investment Management, Tax Planning

Fee-Only financial planner located in Annapolis, MD, serving clients locally and across the country

I can work with clients anywhere!

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

I can work with clients anywhere!

Liz Gillette

CFP®

Curio Wealth

Annapolis, MD

Specialties: Financial Planning, Wealth Management, Investment Management, Tax Planning

Fee-Only Financial Planner located in Annapolis, MD, serving clients locally and across the country.

I can work with clients anywhere!

David Creekmore

CFP®, MBA, RLP®

Lifetime Financial LLC

Takoma Park, MD

Specialties: Comprehensive Financial Planning, Life Planning and Goals, Research Based Investing, Retirement Income Planning, Education Planning

Fee-Only financial planner located in Takoma Park, MD, serving clients locally and across the country

I can work with clients anywhere!

Robert Lindstrom

CFP®, EA

Provision Financial Planning

Towson, MD

Specialties: Retirement Income Planning, Prudent Investments, Tax Strategies, Comprehensive Financial Planning

Fee-Only retirement planner located in Towson, MD, serving clients locally and nationwide.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

Mary Thompson

CFP®, CIMA®

Buttonwood Financial Advisors

Baltimore, MD

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Education Planning, Tax Planning, Insurance Analysis, Benefits Review, Cash Flow/Net Worth Analysis, Estate Planning

Fee-Only financial planner located in Baltimore, MD, serving clients locally and across the country

I can work with clients anywhere!

Debbie Gallant

CFP®, RLP®, ChFC®, RICP®

Gallant Financial Planning

Rockville, MD

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning

We help you establish your financial and investment planning goals. Then, we work together to get you to your goals - with a solid financial foundation and peace of mind.

I can work with clients anywhere!

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.

I can work with clients anywhere!

Billy Hufnell

CFP®, CPWA®

Bay Point Wealth

Annapolis, MD

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Portfolio Management, Retirement Income Planning, Tax Planning

Fee-Only Financial Planner with offices in Annapolis, MD, and Stevensville, MD, serving clients locally and across the country.

I can work with clients anywhere!

Emmanuel Henson

CFP®

Gamma Wealth Management

Towson, MD

Specialties: Comprehensive Financial Planning, 401k administration & consulting, Retirement Planning, Investment Management, Tax Planning

Specializing in serving Small Business owners, the X&Y Generation, and Current and Retired Government Employees Serving nationwide, and wherever service members are stationed.

I can work with clients anywhere!

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

I can work with clients anywhere!

Joseph Powanda

CFP®

Bay Point Wealth

Annapolis, MD

Specialties: Comprehensive Financial Planning, Retirement Analysis, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner with offices in Annapolis, MD, and Stevensville, MD, serving clients locally and across the country.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

Elliot Pepper

CPA, CFP®, MST

Northbrook Financial

Baltimore, MD

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Baltimore, MD, serving clients locally and across the country

I can work with clients anywhere!

Clark Kendall

CFP®, CFA®, AEP®

Kendall Capital

Rockville, MD

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Advisor located in Rockville, MD and serving Middle-Class Millionaires in the Washington, D.C. Area.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

Pete Dixon

CFP®

Waypoint Wealth Management

Timonium, MD

Specialties: Wealth Management, Retirement Planning, Evidence-Based Investing

Fee-Only financial planner located in Timonium, MD, serving clients locally and across the country providing consistent, reliable advice in an ever-changing world.

I can work with clients anywhere!

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

I can work with clients anywhere!

Dan Ebinger

CFA®, CFP®, CPWA®

Bay Point Wealth

Annapolis, MD

Specialties: Comprehensive Financial Planning, Investment Portfolio Management, Insurance Analysis, Tax Planning, Retirement Income Planning

Fee-Only Financial Planner with offices in Annapolis, MD, and Stevensville, MD, serving clients locally and across the country.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

Yvonne Scoggins

CIMA®, AAMS®, FPQP®

Curio Wealth

Annapolis, MD

Specialties: Financial Planning, Wealth Management, Investment Management, Tax Planning

Fee-Only Financial Planner located in Annapolis, MD, serving clients locally and across the country.

I can work with clients anywhere!

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.

I can work with clients anywhere!

Jeremy Eppley

CFP®, CPWA®, MSFP, AIF®, APMA®, CRPC®, MPAS®

Silverstone Financial

Owings Mills, MD

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Business Planning, Estate Planning, Tax Planning, Inheritance

Fee-Only, Fiduciary financial planner located in Owings Mills, MD, serving clients locally and virtually across the country.

I can work with clients anywhere!

Ryan Townsley

CFP®, RICP®

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

Matthew Costa

CFP®, CPA

Foundation Wealth & Tax Advisors

Annapolis, MD

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning

Fee-Only financial planner & CPA located in Annapolis & Edgewater MD, serving clients locally and across the country

I can work with clients anywhere!

James Kantowski

CFP®, CPA/PFS™

Curio Wealth

Annapolis, MD

Specialties: Financial Planning, Wealth Management, Investment Management, Tax Planning

Fee-Only Financial Planner located in Annapolis, MD, serving clients locally and across the country.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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 Murfreesboro, TN, serving clients locally and across the country

I can work with clients anywhere!

Jeffrey Broadhurst

CFP®, CFA®, MBA

Broadhurst Financial Advisors, Inc.

Annapolis, MD

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Planner serving business owners and affluent families with intergenerational wealth management strategies, tax reduction and risk reduction planning, and personalized service.

I can work with clients anywhere!

Mike Delaney

CFP®, ChFC®

Northbrook Financial

Baltimore, MD

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Tax Planning, College Education Planning

Fee-Only financial planner located in Baltimore, MD, serving clients across the country

I can work with clients anywhere!

Steven Jefferys

CFP®, CFA®, MBA

Arch Financial Advisors, LLC

Bethesda, MD

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner located in Bethesda, MD and serving the entire Washington D.C. and McLean, VA area

I can work with clients anywhere!

Brad Sherman

Sherman Wealth Management

Gaithersburg, MD

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner serving the greater Washington D.C. area, and clients across the country

I can work with clients anywhere!

Alexandra Stewart

CFP®

Buttonwood Financial Advisors

Baltimore, MD

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Education Planning, Tax Planning, Insurance Analysis, Benefits Review, Cash Flow/Net Worth Analysis, Estate Planning

Fee-Only financial planner located in Baltimore, MD, serving clients locally and across the country

I can work with clients anywhere!

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

I can work with clients anywhere!

Irina Gabidullina

CFP®, APMA®, WMCP®

Gallant Financial Planning, LLC

Rockville, MD

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Rockville, MD, serving clients locally and across the country

I can work with clients anywhere!

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

I can work with clients anywhere!

Kevin Caldwell

Islands East Advisors

Stevensville, MD

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Education Planning, Tax & Estate Planning, Budgeting, Cash Flow and Debt Management, Insurance Analysis, Major Expense Planning

Fee-Only Financial Advisor located on Kent Island, MD serving small business owners, individuals, and couples locally and across the country.

I can work with clients anywhere!

Jason Dall'Acqua

CFP®

Crest Wealth Advisors LLC

Annapolis, MD

Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Tax Planning, College Education Planning, Equity Compensation Strategy

Your trusted financial partner to help bring clarity and intention to your financial strategy, investments and tax planning.

I can work with clients anywhere!

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.

I can work with clients anywhere!

Courtney Barnes

CFP®, CSLP®

Gallant Financial Planning

Rockville, MD

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Rockville, MD, serving clients locally and across the country

I can work with clients anywhere!

William Hufnell

CFP®, CPA, BBA, MS

Bay Point Wealth

Annapolis, MD

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner with offices in Annapolis, MD, and Stevensville, MD, serving clients locally and across the country.

I can work with clients anywhere!

Tom Taylor

CPA/PFS

Chesapeake Financial Advisors

Towson, 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

I can work with clients anywhere!

James Adams

CFA®, CFP®, MBA

Lighthouse Wealth Management

Frederick, MD

Lighthouse Wealth. Illuminating Your Financial Future.

I can work with clients anywhere!

Christopher Brown

CFP®, MBA, AIF®

Ivy League Financial Advisors LLC

Rockville, MD

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning, Business Planning

Helping our clients create incredible lives of significance to take care of the people they love, support the causes they care about, and to make a difference in the world.

I can work with clients anywhere!

Lyn Dippel

CFP®, JD

Curio Wealth

Annapolis, MD

Specialties: Financial Planning, Wealth Management, Investment Management, Tax Planning

Fee-Only Financial Planner located in Annapolis, MD, serving clients locally and across the country.

I can work with clients anywhere!

Jennifer Bush

CFP®

MainStreet Financial Planning

Odenton, MD

Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Planning, Retirement Income Planning, Tax Planning, Woman’s Financial Planning Issues, Insurance Planning, Estate Planning, Divorce Financial Planning

Fee-Only financial planner located in San Jose, CA, serving clients locally and across the country

I can work with clients anywhere!

Lindsey Young

CFP®, 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

Maggi Keating

CFP®

FBB Capital Partners

Bethesda, MD

Thad Ismart

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

Albert Teplin

PhD, CFP®

Teplin Financial Services, LLC

Rockville, MD

Philip Biedronski

CFP®, CPA

Rising Tide Financial Solutions LLC

Nottingham, MD

Darren Straniero

CFP®

OnPlane Financial Advisors

Darnestown, MD

Patrick Collins

CFP®, EA

Greenspring Advisors

Towson, MD

Ethan Miller

CFP®

Planning for Progress

Silver Spring, MD

Ted Halpern

Halpern Financial Inc

Rockville, MD

Jane DeLashmutt O'Mara

CFP®

FBB Capital Partners

Easton, MD

Madison Bennett

CFP®, CFT-I™

Financial Consulate

Hunt Valley, MD

Rianka Dorsainvil

CFP®

Your Greatest Contribution

Lanham, MD

Chris Yeagle

Honeygo Financial

Perry Hall, MD

Justin Garritt

Garritt Financial Solutions LLC

Baltimore, MD

Bob Walsh

CFP®

Wealthcare Financial Planning, LLC

Cabin John, MD

Elizabeth Plot

CFP®, ChFC®, AFC, EA

Primas Financial Planning

Baltimore, MD

Denise Leish

MBA

Money Plans

Silver Spring, MD

Sam Erdman

CFP®, CWS®, CKA®

Anchor Wealth Advisors, LLC

Cockeysville, MD

Steve Thalheimer

CFP®, BA, MA

Thalheimer Financial Planning, LLC

Silver Spring, MD

Christopher O'Shea

CFP®, CPA

Financial Consulate

Hunt Valley, MD

Vincent Vizachero

CFA®

Denouement Financial Planning LLC

Baltimore, MD

Barry Korb

CFP®

Lighthouse Financial Planning

Potomac, MD

Michael McCarthy

CFP®, CPA/PFS

Financial Consulate

Hunt Valley, MD

Justin Linthicum

CFP®, CPA

Financial Consulate

Hunt Valley, MD

Graham Ewing

CFP®, MBA

Financial Consulate

Hunt Valley, MD

Roger Bair

CFP®, CIMA®

Financial Consulate

Hunt Valley, MD

Ben Waller

CFA®, CFP®

WBH Advisory

Baltimore, MD

Matt Bacon

CFP®

Carmichael Hill & Associates

Gaithersburg, MD

Charles Ryan

CFP®

Atlantic Financial Planning

Annapolis, MD

Jon Powell

CFP®

Ferguson-Johnson Wealth Management

Rockville, MD

Martin Hopkins

CFP®

Hopkins Investment Management

Annapolis, MD

Mark Humphries

CFP®

Sentinel Financial Planning, LLC

Edgewater, MD

Tad Jakes

CFP®, EA

MFAC Financial Advisors, Inc.

White Hall, MD

Greg Will

CPA, CFP®, CIMA®, RMA®, PFS, CFE, MTAX

Bestgate Wealth Advisors

Frederick, MD

Elizabeth Remick

CFP®, MBA

Ithaka Financial Planning

Bethesda, MD

Charles Bender

CFP®, CPA, MBA

Financial Consulate

Hunt Valley, MD

John O'Callaghan

CFP®

Impact Financial Life Planning

Baltimore, MD

Jackie Fontana

CFP® CDFA®

FBB Capital Partners

Bethesda, MD

Carolyn Nunez

CFP®, MBA

Ithaka Financial Planning

Bethesda, MD

Alex Vela

CFP®

FBB Capital Partners

Bethesda, MD

Jaime Quiros

CFP®

FBB Capital Partners

Bethesda, MD

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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)

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