Fee-Only Financial Advisors in Maryland

Provision Financial Planning

Towson, MD

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

Provision Financial Planning helps lifelong savers navigate the Dangerous Decade through coordinated retirement planning, investment management, and multi-year tax strategy. Founder Robert Lindstrom, CFP® is based in Towson, MD and serves nationwide

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

Glassman Wealth Services

North Bethesda, MD

Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning

Offices in Northern Virginia serving clients locally 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.

MainStreet Financial Planning

Odenton, MD

Specialties: Financial Planning, Retirement Planning, Business Planning, Estate Services, Education Planning

Fee-Only financial planner located in Nashville, TN, serving clients locally and across the country

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.

Evermay Wealth Management

Annapolis, MD

Specialties: Comprehensive Financial Planning, Investment Management, Tax and Estate Planning, Insurance and Risk Management, Retirement Income Planning

Build a richer life for you and your loved ones. Invest in your family’s future with a firm who values meaningful relationships. Our clients deserve to have their investments, tax strategy, and financial and estate plans working together seamlessly.

Glassman Wealth Services

North Bethesda, MD

Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning

Offices in Northern Virginia serving clients locally 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.

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 nonsense.

Glassman Wealth Services

North Bethesda, MD

Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning

Offices in Northern Virginia serving clients locally 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.

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.

Glassman Wealth Services

North Bethesda, MD

Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning

Offices in Northern Virginia serving clients locally 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.

Islands East Advisors

Chester, 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, liveaboard cruisers, and other professionals locally and across the country.

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.

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

Intentional Wealth Partners

Odenton, MD

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Divorce Financial Planning, Building Wealth, Financial Planning for Business Owners

At Intentional Wealth Partners, we’re not just financial advisors. We’re the people who help you think things through, talk things out, and stay steady when life gets complicated.

EP Wealth Advisors

Bethesda, MD

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

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

Clear Advisors

Annapolis, MD

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

Fee-only, comprehensive financial planning to help high-earning professionals and retirees make smarter financial decisions with confidence.

Curio Wealth

Annapolis, MD

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

Your Curio Wealth team seeks to understand your values, priorities, and wisdom, working with you to make the best financial decisions for you and your family.

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

Lifetime Financial LLC

Takoma Park, MD

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

Forget stuffy offices and intimidating jargon. We're all about you — your values, your goals, and your success. We're affordable, full-service, CFP® credentialed; part of a new generation of fiduciary, independent, fee-only advisors.

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.

Free State Financial Planning

Highland, MD

Specialties: Comprehensive Financial Planning, Investment Analysis, Retirement Income Planning, Estate and Tax Planning, Employee Benefits Review, Insurance and Risk Planning, Budgeting and Debt Management Planning, Charitable Giving Strategies

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

Ruda Financial

Silver Spring, MD

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

Fee-only financial advisor serving high income professionals in Maryland, DC, and Virginia. Former IRS economist specializing in tax efficient planning and investment management.

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.

Curio Wealth

Annapolis, MD

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

Your Curio Wealth team seeks to understand your values, priorities, and wisdom, working with you to make the best financial decisions for you and your family.

EP Wealth Advisors

Bethesda, MD

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

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.

Glassman Wealth Services

North Bethesda, MD

Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning

Offices in Northern Virginia serving clients locally 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.

Kendall Capital

Rockville, MD

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

Kendall Capital is your trusted fee-only fiduciary advisory firm, headquartered in the Washington, DC area and serving clients nationwide. As you navigate through life’s various stages, Kendall Capital is here to support you every step of the way.

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.

Glassman Wealth Services

North Bethesda, MD

Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning

Offices in Northern Virginia serving clients locally 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.

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.

Glassman Wealth Services

North Bethesda, MD

Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning

Offices in Northern Virginia serving clients locally 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.

King Tide Advisors

Bethesda, MD

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Life Insurance Analysis, Family Transition Planning, Long-Term Care Analysis and Planning, Divorce Financial Planning, Federal (GS) Retirement Planning

King Tide Advisors is a full-service financial planning firm dedicated to helping individuals, families, and business owners achieve financial security.

Curio Wealth

Annapolis, MD

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

Your Curio Wealth team seeks to understand your values, priorities, and wisdom, working with you to make the best financial decisions for you and your family.

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.

Modera Wealth Management

Annapolis, MD

Specialties: Comprehensive Financial Planning, Wealth Management, Retirement Income Planning, Investment Management, Multigenerational Planning, Disabilty and Special Needs Planning, Education Savings, Insurance Planning, Estate & Trust Planning, Business Financial Planning and Retirement Services, Tax Planning

Nothing makes us happier than helping you live well. With our team at your side, you feel taken care of. No challenge is too complex to handle. No opportunity passes you by. And every question gets a thoughtful answer.

Modera Wealth Management

Annapolis, MD

Specialties: Comprehensive Financial Planning, Wealth Management, Retirement Income Planning, Investment Management, Multigenerational Planning, Disabilty and Special Needs Planning, Education Savings, Insurance Planning, Estate & Trust Planning, Business Financial Planning and Retirement Services, Tax Planning

Nothing makes us happier than helping you live well. With our team at your side, you feel taken care of. No challenge is too complex to handle. No opportunity passes you by. And every question gets a thoughtful answer.

Glassman Wealth Services

North Bethesda, MD

Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning

Offices in Northern Virginia serving clients locally 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.

Curio Wealth

Annapolis, MD

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

Your Curio Wealth team seeks to understand your values, priorities, and wisdom, working with you to make the best financial decisions for you and your family.

Modera Wealth Management

Annapolis, MD

Specialties: Comprehensive Financial Planning, Wealth Management, Retirement Income Planning, Investment Management, Multigenerational Planning, Disabilty and Special Needs Planning, Education Savings, Insurance Planning, Estate & Trust Planning, Business Financial Planning and Retirement Services, Tax Planning

Nothing makes us happier than helping you live well. With our team at your side, you feel taken care of. No challenge is too complex to handle. No opportunity passes you by. And every question gets a thoughtful answer.

EP Wealth Advisors

Bethesda, MD

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

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 locally 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.

Glassman Wealth Services

North Bethesda, MD

Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning

Offices in Northern Virginia serving clients locally 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.

Glassman Wealth Services

North Bethesda, MD

Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning

Offices in Northern Virginia serving clients locally 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.

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

Waypoint Wealth Management

Timonium, MD

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

For over 20 years I’ve been helping nice people nearing their ‘prime years’ to feel confident about their upcoming retirement transition. Located in the Baltimore, MD area and serving clients across the country.

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

Curio Wealth

Annapolis, MD

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

Your Curio Wealth team seeks to understand your values, priorities, and wisdom, working with you to make the best financial decisions for you and your family.

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.

Planning for Progress

Silver Spring, MD

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Student Loan Repayment, Tax Planning, Charitable Giving Planning, Socially Responsible Investing, Inheritance Planning

I help clients in the Washington, DC area and beyond navigate our complicated financial system to achieve a sustainable financial future.

Glassman Wealth Services

North Bethesda, MD

Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning

Offices in Northern Virginia serving clients locally 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.

Curio Wealth

Annapolis, MD

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

Your Curio Wealth team seeks to understand your values, priorities, and wisdom, working with you to make the best financial decisions for you and your family.

Silverstone Financial

Owings Mills, MD

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

I specialize in helping individuals who have recently received an inheritance use their newfound wealth effectively, as well as helping families who are interested in leaving money to loved ones or charities tax-efficiently.

Impact Financial Life Planning

Baltimore, MD

Financial Consulate

Hunt Valley, MD

AAA Advisory LLC

Walkersville, MD

Ithaka Financial Planning

Bethesda, MD

Ferguson-Johnson Wealth Management

Rockville, MD

Financial Consulate

Hunt Valley, MD

Money Plans

Silver Spring, MD

FBB Capital Partners

Annapolis, MD

Honeygo Financial

Perry Hall, MD

FBB Capital Partners

Annapolis, MD

MFAC Financial Advisors, Inc.

White Hall, MD

Lighthouse Financial Planning

Potomac, MD

Halpern Financial Inc

Rockville, MD

Primas Financial Planning

Columbia, MD

Bestgate Wealth Advisors

Frederick, MD

Your Greatest Contribution

Lanham, MD

Cadence Planning

Frederick, MD

Northbrook Financial

Baltimore, MD

WBH Advisory

Baltimore, MD

Financial Consulate

Hunt Valley, MD

Atlantic Financial Planning

Annapolis, MD

Carmichael Hill & Associates

Gaithersburg, MD

OnPlane Financial Advisors

Darnestown, MD

Northbrook Financial

Baltimore, MD

Donalies Financial Planning, LLC

Rockville, MD

Sentinel Financial Planning, LLC

Edgewater, MD

Financial Consulate

Hunt Valley, MD

Financial Consulate

Hunt Valley, MD

Ithaka Financial Planning

Bethesda, MD

Anchor Wealth Advisors, LLC

Cockeysville, MD

Financial Consulate

Hunt Valley, MD

Greenspring Advisors

Towson, MD

Donalies Financial Planning, LLC

Rockville, MD

FBB Capital Partners

Annapolis, MD

Financial Consulate

Hunt Valley, MD