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".
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Every Maryland Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Philip Weiss
CFA®, CPA
Apprise Wealth Management LLC
Phoenix, MD
Fee-only financial advisor located north of Baltimore (Phoenix, MD), serving clients locally and across the country.
Mary Thompson
CFP®, CIMA®
ReFrame Financial Planning
Ellicott City, MD
Fee-Only financial planner located in Ellicott City, MD, serving clients locally and across the country
Charles 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
Graham Ewing
CFP®, MBA
Financial Consulate, Inc.
Hunt Valley, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax Planning
Fee-Only financial planner located in Hunt Valley, MD, serving clients locally and across the country
Madison Bennett
CFP®, CFT-I™
Financial Consulate, Inc.
Hunt Valley, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax Planning
Fee-Only financial planner located in Hunt Valley, MD, serving clients locally and across the country
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
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
Yvonne Scoggins
AAMS®, FPQP®
Bay Point Wealth
Annapolis, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Portfolio Management, College Education Planning, Insurance Analysis
Fee-Only Financial Planner located in Annapolis, MD, serving clients locally and across the country.
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.
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.
Kurt DiManna
CPA
Bay Point Wealth
Annapolis, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner located in Annapolis, MD, serving clients locally and across the country.
Anna Sergunina
CFP®
MainStreet Financial Planning
Odenton, MD
Specialties: Financial Planning, Retirement Planning, Business Planning, Estate Services, Education Planning
Fee-only financial planner with offices located in Los Gatos, CA, Odenton, MD, Washinton, DC, New York, NY and Santa Barbara, CA, serving clients locally and nationwide
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.
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.
Justin Linthicum
CFP®, CPA
Financial Consulate, Inc.
Hunt Valley, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax Planning
Fee-Only financial planner located in Hunt Valley, MD, serving clients locally and across the country
James Adams
CFA®, CFP®, MBA
Lighthouse Wealth Management
Frederick, MD
Lighthouse Wealth. Illuminating Your Financial Future.
Michael McCarthy
CFP®, CPA/PFS
Financial Consulate, Inc.
Hunt Valley, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax Planning
Fee-Only financial planner located in Hunt Valley, MD, serving clients locally and across the country
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
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
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.
Charles Ryan
CFP®
Atlantic Financial Planning
Annapolis, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Annapolis, MD and Washington, DC serving clients locally and across the country
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.
Thomas Conway
JD, CTFA®, TEP, AEP®, AIF, CAP®, CFP®, CLU®, CPO, CRC®, CIMA®, CPWA®, RICP®
Connemara Group
Gaithersburg, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
No hidden agendas. No product sales. No commissions. Just an unswerving commitment to helping you manage, protect, and grow your resources.
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
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
Steven Thalheimer
CFP®, BA, MA
Thalheimer Financial Planning, LLC
Silver Spring, MD
Specialties: Goal Setting and Prioritization, Retirement Planning, Insurance, Tax and Estate Planning, Cash Flow & Budgeting, Investment Management, No-Load, Low-Cost, Tax-Efficient Passive/Index Investment Strategies
Fee-Only Financial Advisor serving the Washington, DC area from an office in Silver Spring, MD
Christopher O'Shea
CFP®, CPA
Financial Consulate, Inc.
Hunt Valley, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax Planning
Fee-Only financial planner located in Hunt Valley, MD, serving clients locally and across the country
Stephen Daly
CFP®, CIMA®
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
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.
Jeremy Eppley
CFP®, AIF®, APMA®, CRPC®
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.
Lyn Dippel
CFP®, JD
Bay Point Wealth
Annapolis, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only Financial Planner located in Annapolis, MD, serving clients locally and across the country.
David Creekmore
MBA
Lifetime Financial LLC
Takoma Park, MD
Specialties: Comprehensive Financial Planning, Life Planning and goals, Research Based Investing, Retirement Income Planning, SRI-ESG portfolios
Fee-Only financial planner located in Takoma Park, MD, serving clients locally and across the country
Patrick Ortman
CFP®
Ortman Financial Planning
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
Charles Bender
CFP®, CPA, MBA
Financial Consulate, Inc.
Hunt Valley, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax Planning
Fee-Only financial planner located in Hunt Valley, MD, serving clients locally and across the country
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.
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
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.
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
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
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.
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
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
Jason Dall'Acqua
CFP®
Crest Wealth Advisors LLC
Annapolis, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Your trusted financial partner to help bring clarity and intention to your financial strategy, investments and tax planning.
Roger Bair
CFP®, CIMA®
Financial Consulate, Inc.
Hunt Valley, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax Planning
Fee-Only financial planner located in Hunt Valley, MD, serving clients locally and across the country
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
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
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
Alexandra Stewart
CFP®
Buttonwood Financial Advisors
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
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
Ryan Townsley
CFP®
Town Capital
Bel Air, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
I serve Engineers, Scientists, and other analytical people all across the US
James Kantowski
CFP®, CPA, PFS
Bay Point Wealth
Annapolis, MD
Fee-Only Financial Planner located in Annapolis, MD, serving clients locally and across the country.
Emmanuel Henson
CFP®
Gamma Wealth Management
Towson, MD
Specialties: Comprehensive Financial Planning, 401k administration & consulting, Retirement Planning, Investment Management, Tax Planning
Fee-Only financial planner located in Towson, MD, serving clients locally and across the country
Liz Gillette
CFP®
Bay Point Wealth
Annapolis, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner located in Annapolis, MD, serving clients locally and across the country.
Refine Your Search
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)
