Find a Financial Planner in Annapolis, MD

 

Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in Annapolis, MD.

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Annapolis Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Annapolis, MD


  • Financial Advisor Close to Annapolis, MD

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Annapolis Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Annapolis area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planners work with their clients to create strategies for both short-term and long-term financial improvement. Financial planners in Annapolis typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
19.1% of Annapolis's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Annapolis area can create a custom plan and walk with you each step of the way.
Estate planning is a process by which a financial advisor and/or estate lawyer in the Annapolis area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Annapolis area.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Annapolis area who determine what breaks are available to you to minimize your tax payments. Tax planning strategies will differ depending on depending on where you live. Maryland has unique laws defining which actions trigger a taxable event and has the 12th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Annapolis area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Annapolis area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in Annapolis, MD


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Annapolis, MD

We evaluated over 13,000 RIA firms to bring you the best of the best Annapolis financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Annapolis, MD?

  • Population: 39,278
  • % of Population 62 Years and Over: 19.1%
  • Average Home Value: $421,700
  • Average Monthly Housing Cost: $1,660
  • Average Household Income: $113,422
  • Maryland Total Tax Burden: 9.32% (12th Highest in U.S.)
  • Maryland Property Tax: 2.67% (20th Lowest in U.S.)
  • Maryland Individual Income Tax: 3.89% (3rd Highest in U.S.)
  • Maryland Sales and Excise Tax: 2.76% (10th Lowest in U.S.)


The Top Financial Advisor Firms in Annapolis, MD


SHAKER FINANCIAL SERVICES

Website

(410) 224-0572

1906 Towne Centre Blvd.
Suite 265
Annapolis, MD 21401

SEC#: 801-62679
Years in Business: 17 years

THAYER GP VI LLC

Website

(410) 268-0515

1997 Annapolis Exchange Pkwy.
Ste 550
Annapolis, MD 21401

SEC#: 801-79779
Years in Business: 6 years

MARKS WEALTH MANAGEMENT

Website

(410) 934-1199

1 Park Place
Suite 500
Annapolis, MD 21401

SEC#: 801-119442
Years in Business: 0 years

SCARBOROUGH CAPITAL MANAGEMENT

Website

(410) 573-5700

1906 Towne Centre Blvd
Suite 260
Annapolis, MD 21401

SEC#: 801-79006
Years in Business: 7 years

RCS FINANCIAL PLANNING, LLC

Website

(410) 224-0097

130 Admiral Cochrane Drive
Suite 200
Annapolis, MD 21401

SEC#: 801-112282
Years in Business: 3 years

FINANCIAL CONCEPTS UNLIMITED, INC.

Website

(866) 444-5122

30B West Street

Annapolis, MD 21401

SEC#: 801-61345
Years in Business: 18 years

CHESAPEAKE FINANCIAL PLANNING

Website

(410) 974-0410

71 Old Mill Bottom Road North
Suite 201
Annapolis, MD 21409

SEC#: 801-117791
Years in Business: 1 years

BAY POINT WEALTH

Website

(410) 626-8198

582 Bellerive Road
4D
Annapolis, MD 21409

SEC#: 801-95167
Years in Business: 6 years

THE ELLERSON GROUP INC

Website

(410) 280-3103

415 Fourth Street
Suite 101
Annapolis, MD 21403

SEC#: 801-48299
Years in Business: 26 years

VALUEWEALTH SERVICES, LLC

Website

(410) 286-9230

2444 Solomons Island rd Suite 212

Annapolis, MD 21401

SEC#: 801-116846
Years in Business: 1 years