Find a Financial Advisor in Bel Air, MD

 

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

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We Only Work With The Best Bel Air 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 Bel Air, MD


  • Financial Advisor Close to Bel Air, 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 Bel Air, 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 Bel Air, MD

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

  • Population: 1,579
  • % of Population 62 Years and Over: 16.1%
  • Average Home Value: $154,300
  • Average Monthly Housing Cost: $846
  • Average Household Income: $53,466
  • 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 Bel Air, MD

 

THE KELLY GROUP

Website

(410) 893-0560

48 East Gordon Street

Bel Air, MD 21014

SEC#: 801-119450
Years in Business: 1 years

NOVAK FINANCIAL PLANNING LLC

Website

(410) 515-6310

2231 Old Emmorton Road

Bel Air, MD 21015

SEC#: 801-57319
Years in Business: 21 years

FOUNDERS FINANCIAL SECURITIES, LLC

Website

(410) 803-0160

104 Victory Lane

Bel Air, MD 21014

SEC#: 801-66892
Years in Business: 15 years

CAPLAN FINANCIAL GROUP, LLC

Website

(410) 735-1906

1605 Stone Ridge Way

Bel Air, MD 21015

SEC#: 801-67950
Years in Business: 14 years

KELLY FINANCIAL GROUP, LLC

Website

(410) 893-0560

54 East Gordon Street

Bel Air, MD 21014

SEC#: 801-119450
Years in Business: 1 years

FOUNDERS FINANCIAL SECURITIES, LLC

Website

(410) 803-0160

104 Victory Lane

Bel Air, MD 21014

SEC#: 801-66892
Years in Business: 15 years

FOUNDERS FINANCIAL SECURITIES, LLC

Website

(410) 803-0160

104 Victory Lane

Bel Air, MD 21014

SEC#: 801-66892
Years in Business: 15 years

ALLSTATE FINANCIAL ADVISORS, LLC

Website

(410) 879-8894

404 N Hickory Ave

Bel Air, MD 21014

SEC#: 801-68510
Years in Business: 14 years

CAPLAN FINANCIAL GROUP, LLC

Website

(410) 735-1906

1605 Stone Ridge Way

Bel Air, MD 21015

SEC#: 801-67950
Years in Business: 14 years

 


Bel Air, MD Financial Advisor FAQs

If you want to make sound financial decisions, it's extraordinarily important to be instructed by someone who has your best interests at heart. A qualified advisor can not only help you achieve your goals, but also point out the landmines before they've had a chance to explode in your face.
The cost of a financial advisor will depend on the complexity of your situation.
A financial advisor can help a client set up a budget for both short and long-term goals, figure out how much they need to have saved by retirement, create an investment strategy based on the client's income level and current investments.
Most financial advisors are primarily compensated through commissions earned for selling or facilitating the sale of investment products. An advisor might receive a front-end commission for referring potential clients to stockbrokers, insurance agents, or mutual fund managers. A back-end commission may be earned when the broker makes trades based on the advisor's recommendations.