Annapolis, MD Financial Advisors and Resources



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: 7 years

MARKS WEALTH MANAGEMENT

Website

(410) 934-1199

1 Park Place
Suite 500
Annapolis, MD 21401

SEC#: 801-119442
Years in Business: 1 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: 19 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


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.)


Annapolis, MD Financial Advisor FAQs

If you are in need of sound financial advice, there are a few factors to keep in mind. Don’t be fooled by flashy sales tactics or well-known names because this may not be what is best for you.
It's very hard to give a generic answer because there are many different ways you can get a financial advisor, and the cost varies from one to another.
Financial advisors are typically paid by the fees they charge for their services, which often includes a fee to have an account with them.
It's their job to ensure that you are on the right track with your finances. They help people define their goal in every investment, study various risks and make recommendations.