Find a Financial Planner in Baltimore, MD

 

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

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We Only Work With The Best Baltimore 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, MD


  • Financial Advisor Close to Baltimore, 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 Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Baltimore 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.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Baltimore is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
17.2% of Baltimore'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 area can create a custom plan and walk with you each step of the way.
Estate planning involves much more than just setting up a will. In the Baltimore area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
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 area.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Baltimore 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 in the Baltimore area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. 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 Baltimore 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, 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, MD

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

  • Population: 609,032
  • % of Population 62 Years and Over: 17.2%
  • Average Home Value: $172,300
  • Average Monthly Housing Cost: $1,113
  • Average Household Income: $74,246
  • 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, 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