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 Takoma Park, 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 Takoma Park, MD Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
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.
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
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.
Alex Ruda
MS
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.
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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)
