Best Financial Advisors in St. Mary's County, MD

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List of Firms

St. Mary's County, MD Fiduciary Financial Advisors

Calvert Wealth Management, Inc.
SEC File# 801-118382
CRD# 115639
Location 3175 W Ward Rd #120, Dunkirk, MD 20754, USA
Phone (301) 812-1550
Language http://calvertwealthmanagement.com/
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Brooks Financial Group
Location Mechanicsville, MD 20659, USA
Phone (301) 884-7035
Directions
Lendmark Financial Services LLC
4 out of 5
Location 23415 Three Notch Rd Suite 2006, California, MD 20619, USA
Phone (301) 863-5980
Language https://lendmarkfinancial.com/branches/MD/California/20619?utm_source=Synup&utm_medium=GoogleMaps&utm_campaign=MD100
Directions
Edward Jones - Financial Advisor: Ryan D Payne
Location 2319 W Mount Harmony Rd, Owings, MD 20736, USA
Phone (410) 257-6731
Language https://www.edwardjones.com/us-en/financial-advisor/ryan-payne
Directions
eTax Accounting, LLC​
5 out of 5
Location 21448 Rodine Way, Lexington Park, MD 20653, USA
Phone (240) 561-2229
Language http://e-taxaccounting.com/
Directions
Oak Wealth Partners, Inc. - Mike Scarborough Financial Advisor
Location 22738 Maple Rd, Lexington Park, MD 20653, USA
Phone (301) 327-5312
Language http://oakwealthpartners.com/
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Financial Advisors in St. Mary's County, MD

Where Certified Financial Advisors in St. Mary's County, MD Serve

St. Mary's County, MD is a charming and historic locale located in Southern Maryland. With an array of landmarks and neighborhoods, this area boasts a rich history and diverse culture. From the historic St. Mary's City to the breathtaking St. Clements Island State Park, visitors and residents alike can appreciate the beauty and significance of this region. Top employers in St. Mary's County include government entities such as Naval Air Station Patuxent River and St. Mary's County Public Schools, as well as private companies like Lockheed Martin and Booz Allen Hamilton. These organizations bring a robust economy to the area and provide ample job opportunities for residents. Major highways and streets in St. Mary's County include Route 5, Route 235, and Route 4, which connect the area to nearby cities like Washington D.C. and Baltimore. These thoroughfares make commuting a breeze and allow for easy access to nearby attractions. Neighborhoods in St.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of St. Mary's County, MD can benefit greatly from the expertise of a financial advisor. One of the most common ways that a financial advisor can help residents of this area is by providing guidance on how to save for retirement. With a large population of military personnel and government employees, many residents of St. Mary's County have access to retirement plans such as the Thrift Savings Plan (TSP). A financial advisor can help these individuals navigate the complex rules and regulations associated with these plans, and develop a personalized retirement savings strategy that takes into account their unique goals and circumstances. Additionally, a financial advisor can provide guidance on other important financial matters such as tax planning, investment management, and estate planning, helping residents of St. Mary's County to achieve greater financial security and peace of mind.

Insurance Broker

Residents of St. Mary's County, MD can benefit greatly from the services of an insurance broker. An insurance broker can provide personalized assistance in finding the best insurance policies for individuals and families. They can help residents navigate the complex world of insurance and find coverage that fits their unique needs and budget. In St. Mary's County, MD, where many residents work in industries such as agriculture and fishing, an insurance broker can also help ensure that individuals have adequate coverage for their specialized equipment and tools. Additionally, with the county's proximity to the Chesapeake Bay, an insurance broker can assist residents in finding coverage for flood and water damage. Overall, an insurance broker can provide invaluable support to St. Mary's County residents in securing the protection they need for themselves, their families, and their livelihoods.

Retirement Planning

Residents of St. Mary's County, MD can benefit from the expertise of a retirement planner in a variety of ways. For instance, a retirement planner can assist individuals in creating a comprehensive plan that takes into account their specific financial goals and needs. This is especially important in St. Mary's County, MD, where the cost of living can be high and retirement savings may need to stretch further than in other areas. A retirement planner can also provide guidance on investment strategies, tax planning, and estate planning, all of which are crucial components of a successful retirement plan. By working with a retirement planner, residents of St. Mary's County, MD can feel confident that they are taking the necessary steps to secure their financial future and enjoy a comfortable retirement.

Wealth Management

Residents of St. Mary's County, MD can greatly benefit from the services of a wealth manager. One of the most common ways that a wealth manager can help is by creating a personalized financial plan that takes into account the unique needs and goals of each individual. This is especially important in St. Mary's County, which is home to a large number of military families and retirees. A wealth manager can help these individuals navigate the complexities of military pensions and retirement benefits, as well as provide guidance on how to best manage their finances in order to achieve their long-term financial goals. Additionally, a wealth manager can help St. Mary's County residents with investment management, tax planning, and estate planning, ensuring that they are well-prepared for whatever the future may hold.

Mortgage Loan Officer

Residents of St. Mary's County, MD can greatly benefit from the expertise of a mortgage loan officer. With the county being home to a large military population, many residents may qualify for VA loans or other military-specific loan programs. Additionally, St. Mary's County has a diverse range of housing options, from historic homes in Leonardtown to waterfront properties in Solomons. A mortgage loan officer can help residents navigate the unique challenges and opportunities of the local real estate market, including understanding zoning laws and flood zones. They can also assist with finding the best interest rates and loan terms for each individual's financial situation. Overall, a mortgage loan officer can be an invaluable resource for those looking to purchase a home in St. Mary's County.

Tax Services

Residents of St. Mary's County, MD could benefit from the assistance of a tax advisor in a variety of ways. For example, a tax advisor could help residents navigate the complex tax laws and regulations specific to Maryland and St. Mary's County. They could also provide guidance on how to maximize deductions and credits, potentially lowering tax liabilities. Additionally, a tax advisor could assist residents who own businesses in St. Mary's County with tax planning and compliance, ensuring they are meeting all necessary requirements and avoiding penalties. With the recent growth in the technology and defense industries in St. Mary's County, a tax advisor could also provide valuable insight into tax incentives and credits available to businesses in these fields. Overall, a tax advisor could be a valuable resource for residents of St. Mary's County, helping them to navigate the intricacies of the tax system and potentially save money.

Estate Planning Lawyer

Residents of St. Mary's County, MD can benefit greatly from the services of an estate planning lawyer. These legal professionals specialize in helping individuals plan for the future and ensure that their assets are protected and distributed according to their wishes. In St. Mary's County, where many families own property and businesses that have been passed down through generations, an estate planning lawyer can assist with creating wills, trusts, and other legal documents that can help preserve these assets for future generations. Additionally, an estate planning lawyer can provide guidance on tax planning and asset protection strategies that can help residents of St. Mary's County maximize their wealth and minimize their tax liabilities. Overall, the services of an estate planning lawyer can be invaluable for anyone looking to secure their financial future and protect their loved ones in St. Mary's County, MD.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in St. Mary's County, MD

A financial advisor in St. Mary's County, MD can offer a range of services to help individuals and businesses manage their finances. These services may include investment advice, retirement planning, tax planning, estate planning, and insurance planning. With its proximity to the Chesapeake Bay, St. Mary's County is a hub for the seafood industry, and a financial advisor in this area may have expertise in advising clients in this industry on financial matters such as cash flow management, business expansion, and succession planning. Additionally, St. Mary's County is home to Naval Air Station Patuxent River, which employs thousands of people and contributes significantly to the local economy. A financial advisor in this area may be well-versed in advising military personnel and their families on financial planning matters unique to their situation, such as managing military benefits and navigating the complexities of military retirement. Overall, a financial advisor in St.

St. Mary's County, MD is undoubtedly the best place to get financial advising. With its diverse range of financial institutions and experienced professionals, the county offers a wealth of expertise and resources to help individuals make informed financial decisions. One of the standout aspects of St. Mary's County is its commitment to community banking. Many of the financial institutions in the area are locally owned and operated, providing a personal touch that is hard to find in larger financial centers. Additionally, the county's proximity to Washington D.C. means that residents have access to top-tier financial professionals and resources. Whether you're looking to invest in the stock market or start your own business, St. Mary's County has the expertise and resources to help you achieve your financial goals.