Find a Financial Planner in Bethesda, MD

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Bethesda 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 Bethesda, MD


  • Financial Advisor Close to Bethesda, 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 Bethesda Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Bethesda area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
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 Bethesda is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
22.4% of Bethesda'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 Bethesda area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is a process by which a financial advisor and/or estate lawyer in the Bethesda area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Bethesda area an ongoing effort.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Bethesda area, tax planning is often included with other services like asset management, estate planning, and retirement planning. 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 Bethesda 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 is a good way to make high-interest debts more manageable. Advisors in the Bethesda area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

The Value of Working With the Best Financial Planners in Bethesda, 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 Bethesda, MD

We evaluated over 13,000 RIA firms to bring you the best of the best Bethesda financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Bethesda, MD?

  • Population: 63,195
  • % of Population 62 Years and Over: 22.4%
  • Average Home Value: $950,200
  • Average Monthly Housing Cost: $2,398
  • Average Household Income: $237,066
  • 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 Bethesda, MD


FAMILY OFFICE RESEARCH, LLC

Website

(301) 684-1765

7910 Woodmont Ave
Suite 1120
Bethesda, MD 20814

SEC#: 801-80228
Years in Business: 6 years

HULL STREET ENERGY

Website

(240) 800-3217

4920 Elm Street,
Suite 205
Bethesda, MD 20814

SEC#: 801-113755
Years in Business: 3 years

LGG FINANCIAL

Website

(301) 312-6660

7200 Wisconsin Avenue
Suite 300
Bethesda, MD 20814

SEC#: 801-117324
Years in Business: 1 years

AFS FINANCIAL GROUP, LLC

Website

(301) 951-2642

7700 Old Georgetown Rd.
Suite 630
Bethesda, MD 20814

SEC#: 801-118095
Years in Business: 1 years

HILLMAN CAPITAL MANAGEMENT INC

Website

(240) 744-4500

7250 Woodmont Avenue
Suite 310
Bethesda, MD 20814

SEC#: 801-57921
Years in Business: 20 years

ASB CAPITAL MANAGEMENT LLC

Website

(240) 482-2900

7501 Wisconsin Avenue, West Tower
13th Floor
Bethesda, MD 20814

SEC#: 801-57896
Years in Business: 20 years

NEW POTOMAC PARTNERS LLC

Website

(240) 253-4280

4330 East West Hwy
Suite 416
Bethesda, MD 20814

SEC#: 801-80463
Years in Business: 6 years

SARGENT INVESTMENT GROUP

Website

(120) 258-6400

7250 Woodmont Ave.
Suite 260
Bethesda, MD 20814

SEC#: 801-113542
Years in Business: 3 years

MV CAPITAL MANAGEMENT, INC.

Website

(301) 656-6545

3 Bethesda Metro Center
Suite 650
Bethesda, MD 20814

SEC#: 801-65709
Years in Business: 15 years

DIVERGENT PLANNING

Website

(240) 428-8911

6701 Democracy Blvd.
Suite 300
Bethesda, MD 20817

SEC#: 801-112962
Years in Business: 3 years