Find a Financial Planner in Baltimore County, MD

 

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We Only Work With The Best Baltimore 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, 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 Baltimore County, MD


  • Financial Advisor Close to Baltimore 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 Baltimore County Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Baltimore County area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Baltimore County include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
20.8% of Baltimore County'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 Baltimore County area can create a custom plan and walk with you each step of the way.
Estate planning is a good way to ensure that your asset base is bequeathed to the appropriate beneficiaries and is properly in accordance with estate tax laws. Comprehensive estate planning in the Baltimore County area consists of more than just writing a will; it also requires setting up trusts, naming an executor, funeral arrangements, and more.
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 Baltimore County area.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Baltimore County area is generally long-term and performed with the help of a qualified planner. 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 Baltimore County 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 Baltimore 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 Baltimore County, 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 Baltimore County, MD

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

  • Population: 828,018
  • % of Population 62 Years and Over: 20.8%
  • Average Home Value: $263,900
  • Average Monthly Housing Cost: $1,367
  • Average Household Income: $102,337
  • 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 Baltimore County, MD


BROWN CAPITAL MANAGEMENT, LLC

Website

(410) 837-3234

1201 N Calvert St

Baltimore, MD 21202

SEC#: 801-19287
Years in Business: 38 years

BROWN ADVISORY

Website

(410) 537-5400

901 South Bond Street
Suite 400
Baltimore, MD 21231

SEC#: 801-38826
Years in Business: 30 years

LASALLE INVESTMENT MANAGEMENT SECURITIES

Website

(410) 878-4800

100 East Pratt Street
20th Floor
Baltimore, MD 21202

SEC#: 801-48201
Years in Business: 26 years

PNC REALTY INVESTORS, INC.

Website

(410) 237-5309

One East Pratt Street
5th Floor
Baltimore, MD 21202

SEC#: 801-66625
Years in Business: 15 years

PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC

Website

(215) 564-5750

1411 Clarksview Road

Baltimore, MD 21209

SEC#: 801-112861
Years in Business: 3 years

ACCESS HOLDINGS MANAGEMENT COMPANY LLC

Website

(443) 836-6931

6 East Eager St.

Baltimore, MD 21202

SEC#: 801-114018
Years in Business: 2 years

PNC CAPITAL ADVISORS LLC

Website

(410) 237-5309

One East Pratt Street
Fifth Floor - East
Baltimore, MD 21202

SEC#: 801-70684
Years in Business: 11 years

CAMPBELL & COMPANY INVESTMENT ADVISER LLC

Website

(410) 413-2600

2850 Quarry Lake Drive

Baltimore, MD 21209

SEC#: 801-64244
Years in Business: 16 years

BUTTONWOOD FINANCIAL ADVISORS, INC.

Website

(410) 988-2391

509 S. Exeter Street, Suite 500

Baltimore, MD 21202

SEC#: 801-118433
Years in Business: 1 years

A.G. CAMPBELL ADVISORY, LLC

Website

(800) 262-7617

1340 Smith Avenue
Suite 200
Baltimore, MD 21209

SEC#: 801-80616
Years in Business: 6 years