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".

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

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

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

Lindsey Young

MBA, CEPA

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

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 Advisor with offices in Annapolis, MD, Columbia, MD, Asheville, NC and Sarasota, FL

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

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

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

Philip Weiss

CFA®, CPA

Apprise Wealth Management LLC

Phoenix, MD

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

Fee-only financial advisor located north of Baltimore (Phoenix, MD), serving clients locally and across the country.

Jeremy Eppley

CRPC®, APMA®, AIF®

Silverstone Financial

Owings Mills, MD

Specialties: Comprehensive Financial Planning, Retirement Planning, Estate Planning, Tax Planning, Inheritance, Investment Management, Debt Coaching / Cashflow / Budgeting

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

Roger Bair

CFP®, AIFA®, 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

Mary Thompson

CFP®, CIMA®

ReFrame Financial Planning

Ellicott City, MD

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

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

Sarah Langenohl

CFP®

Bay Point Wealth

Annapolis, MD

Specialties: Comprehensive Financial Planning, Cash Flow Analysis, 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

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

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

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

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

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

Dan Ebinger

CFA®, CFP®

Bay Point Wealth

Annapolis, MD

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

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

Chris Yeagle

Honeygo Financial

Perry Hall, MD

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

Fee-Only financial advisor located in Perry Hall, MD serving clients located in Baltimore and the surrounding suburbs.

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

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.

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

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

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

Greg Will

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

Bestgate Wealth Advisors

Frederick, MD

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

Fee-Only financial planner located in Frederick, 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

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.

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

Lyn Dippel

CFP®, JD

Bay Point Wealth

Annapolis, MD

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

Serving clients locally and nation wide with offices in greater Annapolis and Columbia, MD

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!

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.

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

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

Billy Hufnell

CFP®

Bay Point Wealth

Annapolis, MD

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

Fee-Only financial planner located in Annapolis, MD, serving clients locally 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

I can work with clients anywhere!

Anna Sergunina

CFP®

MainStreet Financial Planning

Odenton, MD

Specialties: Financial Planning, Retirement Planning, Investment Management, 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

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

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

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 located in Annapolis, MD, serving 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

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

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

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

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

James Kantowski

CFP®, CPA, PFS

Bay Point Wealth

Annapolis, MD

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

Fee-Only Financial Planner with offices in Annapolis, MD, Columbia, MD, Asheville, NC and Sarasota, FL

Mark Stinson

CPA, CFP®

FAI Wealth Management

Columbia, MD

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

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

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

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

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

Skyler Hutcheson

CRPC®

FAI Wealth Management, 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

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

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.

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.

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

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

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 in helping you maximize your money through financial planning and investing.

Sam Erdman

CFP®, CWS®, CKA®

Anchor Wealth Advisors, LLC

Cockeysville, MD

Elizabeth Plot

CFP®, ChFC®, AFC, EA

Primas Financial Planning

Baltimore, MD

Jackie Fontana

CFP®

FBB Capital Partners

Bethesda, MD

Ben Waller

CFA®, CFP®

WBH Advisory

Baltimore, MD

Denise Leish

MBA

Money Plans

Silver Spring, MD

Jaime Quiros

CFP®

FBB Capital Partners

Bethesda, MD

Matt Bacon

CFP®

Carmichael Hill & Associates

Gaithersburg, MD

Carolyn Nunez

CFP®, MBA

Ithaka Financial Planning

Bethesda, MD

Patrick Collins

CFP®, EA

Greenspring Advisors

Towson, MD

Jane DeLashmutt O'Mara

CFP®

FBB Capital Partners

Easton, MD

Ted Halpern

Halpern Financial Inc

Rockville, MD

Mark Humphries

CFP®

Sentinel Financial Planning, LLC

Edgewater, MD

Bob Walsh

CFP®

Wealthcare Financial Planning, LLC

Cabin John, MD

Vincent Vizachero

CFA®

Denouement Financial Planning LLC

Baltimore, MD

Martin Hopkins

CFP®

Hopkins Investment Management

Annapolis, MD

Ethan Miller

CFP®

Planning for Progress

Silver Spring, MD

Elizabeth Remick

CFP®, MBA

Ithaka Financial Planning

Bethesda, MD

Jon Powell

CFP®

Ferguson-Johnson Wealth Management

Rockville, MD

Justin Garritt

Garritt Financial Solutions LLC

Baltimore, MD

Maggi Keating

CFP®

FBB Capital Partners

Bethesda, MD

Albert Teplin

PhD, CFP®

Teplin Financial Services, LLC

Rockville, MD

Rianka Dorsainvil

CFP®

Your Greatest Contribution

Lanham, MD

Philip Biedronski

CFP®, CPA

Rising Tide Financial Solutions LLC

Nottingham, MD

Darren Straniero

CFP®

OnPlane Financial Advisors

Darnestown, MD

Barry Korb

CFP®

Lighthouse Financial Planning

Potomac, MD

Hope Campbell

FAI Wealth Management, Inc.

Columbia, MD

Alex Vela

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)

    NAPFA Consumer Tools PDF

    Get Your Checklist

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