Find a Financial Planner in Anne Arundel County, MD


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We did the hard work of finding trustworthy partners in Anne Arundel County, MD.

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We Only Work With The Best Anne Arundel County 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,, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products


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


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


Our Process for Choosing
An Independent Financial Advisor in Anne Arundel County, MD

  • Financial Advisor Close to Anne Arundel County, 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 Anne Arundel County Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Anne Arundel County area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Anne Arundel County can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
18.0% of Anne Arundel County's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Anne Arundel County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Anne Arundel County area, qualified financial professionals--like financial advisors--offer estate planning services.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Anne Arundel County area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Anne Arundel County 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 involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Anne Arundel County area, it typically 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 Anne Arundel County 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 Anne Arundel County, MD

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


Without Advisor

With Advisor

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

Find a Fee-Only Financial Planner Near Anne Arundel County, MD

We evaluated over 13,000 RIA firms to bring you the best of the best Anne Arundel County financial advisors.
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How Retirement-Friendly is Anne Arundel County, MD?

  • Population: 571,275
  • % of Population 62 Years and Over: 18%
  • Average Home Value: $364,800
  • Average Monthly Housing Cost: $1,765
  • Average Household Income: $124,685
  • 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 Anne Arundel County, MD



(410) 224-0572

1906 Towne Centre Blvd.
Suite 265
Annapolis, MD 21401

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



(410) 268-0515

1997 Annapolis Exchange Pkwy.
Ste 550
Annapolis, MD 21401

SEC#: 801-79779
Years in Business: 7 years



(410) 934-1199

1 Park Place
Suite 500
Annapolis, MD 21401

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



(410) 573-5700

1906 Towne Centre Blvd
Suite 260
Annapolis, MD 21401

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



(410) 224-0097

130 Admiral Cochrane Drive
Suite 200
Annapolis, MD 21401

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



(866) 444-5122

30B West Street

Annapolis, MD 21401

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



(410) 974-0410

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

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



(410) 626-8198

582 Bellerive Road
Annapolis, MD 21409

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



(410) 280-3103

415 Fourth Street
Suite 101
Annapolis, MD 21403

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



(410) 286-9230

2444 Solomons Island rd Suite 212

Annapolis, MD 21401

SEC#: 801-116846
Years in Business: 2 years