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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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

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

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.)


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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: 27 years

PNC REALTY INVESTORS, INC.

Website

(410) 237-5309

One East Pratt Street
5th Floor
Baltimore, MD 21202

SEC#: 801-66625
Years in Business: 16 years

PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC

Website

(215) 564-5750

1411 Clarksview Road

Baltimore, MD 21209

SEC#: 801-112861
Years in Business: 4 years

ACCESS HOLDINGS MANAGEMENT COMPANY LLC

Website

(443) 836-6931

6 East Eager St.

Baltimore, MD 21202

SEC#: 801-114018
Years in Business: 3 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: 12 years

CAMPBELL & COMPANY INVESTMENT ADVISER LLC

Website

(410) 413-2600

2850 Quarry Lake Drive

Baltimore, MD 21209

SEC#: 801-64244
Years in Business: 17 years

BUTTONWOOD FINANCIAL ADVISORS, INC.

Website

(410) 988-2391

509 S. Exeter Street, Suite 500

Baltimore, MD 21202

SEC#: 801-118433
Years in Business: 2 years

 


Baltimore County, MD Financial Advisor FAQs

Baltimore County, Maryland's third-most populous county, is part of the Baltimore metropolitan region. The Northeast megalopolis, which runs from Northern Virginia to Boston, includes Baltimore County. Social Security Administration and Centers for Medicare and Medicaid Services is the top employer in Baltimore County, MD. It has 15,415 employees. The equestrian activities of steeplechasing, horse racing, fox hunting, and jousting, the official state sport, are all popular in Baltimore County, MD. Health and commercial services, as well as heavy manufacturing, are the key economic activity. Finance Strategists has scouted for premier financial advisors in Baltimore County, MD which is a part of the Northeast megalopolis which stretches from Northern Virginia northward to Boston. It is known to be the third most populous county in its state. The county houses major universities like Towson University, Stevenson University, and the University of Maryland, Baltimore County. Visit the links below to see financial advisors who work in the city's neighboring areas.

How do you make important investment and financial decisions? Know how he deals with your money. He/she should want to know your approach first so he/she can figure out how to implement it best.

Financial advisors vary in cost, but a good rule of thumb is that the hourly rate for an advisor will be around 1% of your annual taxable income.

Yes, a financial advisor is a great thing to have in order to identify your goals and objectives for the future. They can provide you with the best opportunity based on what you currently have.

The first thing you should do is to figure out what exactly are your financial goals. Certain advisors specialize in different niches, so if you have an understanding of what type of advice you need, it could save a lot of time speaking with potential financiers who don't provide the service that will help achieve your goal.


Other Nearby Financial Advisors

Owings Mills, MD
Pikesville, MD
Timonium, MD
Lutherville, MD
York County, PA

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.