Columbia, MD Financial Advisors and Resources



Financial Advisor Firms in Columbia, MD


BALTIMORE-WASHINGTON FINANCIAL ADVISORS

Website

(410) 461-3900

5950 Symphony Woods Rd.
Suite 600
Columbia, MD 21044

SEC#: 801-76893
Years in Business: 9 years

KEENEY FINANCIAL GROUP INC.

Website

(410) 730-7933

6811 Benjamin Franklin Drive
Suite 100
Columbia, MD 21046

SEC#: 801-106762
Years in Business: 6 years

FAI WEALTH MANAGEMENT

Website

(410) 715-9200

10211 Wincopin Circle
Suite 220
Columbia, MD 21044

SEC#: 801-31624
Years in Business: 33 years

LOWE WEALTH ADVISORS, LLC

Website

(443) 766-7160

6230 Old Dobbin Lane
Suite 170
Columbia, MD 21045

SEC#: 801-72431
Years in Business: 10 years

PINNACLE ADVISORY GROUP, INC.

Website

(410) 995-6630

6345 Woodside Court Suite 100

Columbia, MD 21046

SEC#: 801-43156
Years in Business: 28 years

ALPHA DNA INVESTMENT MANAGEMENT

Website

(443) 288-6444

8860 Columbia 100 Parkway
Suite 301
Columbia, MD 21045

SEC#: 801-119457
Years in Business: 1 years

PRIVATE ADVISOR GROUP, LLC

Website

(443) 539-3331

10490 Little Patuxent Pkwy, Suite 280

Columbia, MD 21044

SEC#: 801-72060
Years in Business: 10 years

ANNAPOLIS FINANCIAL SERVICES, LLC

Website

(443) 417-0880

10440 Little Patuxent Pkwy, Suite 300

Columbia, MD 21044

SEC#: 801-95167
Years in Business: 6 years

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Website

(410) 884-4063

10440 Little Patuxent Pw
Suite 900
Columbia, MD 21044

SEC#: 801-57198
Years in Business: 21 years


How Retirement-Friendly is Columbia, MD?

  • Population: 103,991
  • % of Population 62 Years and Over: 18.6%
  • Average Home Value: $380,100
  • Average Monthly Housing Cost: $1,845
  • Average Household Income: $128,543
  • 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.)


Columbia, MD Financial Advisor FAQs

Financial advisors usually charge their clients an hourly fee, a flat fee per transaction (e.g., creating a budget), or apply an hourly rate plus fees based on the dollar amount of investments held.
One way to make sure you are choosing the best financial advisor is to speak with former clients that have had experience with your prospective financial advisor. Ask these clients what they liked best about their experience and what they did not, then use this information when making your decision.
You should consult an advisor if there is anything happening in your life that might impact your finances, such as entering into retirement or reaching an age where will need more income than Social Security provides.
Potential questions might include how long they have been licensed, what types of products they work with, what their fees are, etc. If you're not satisfied with the answers over the phone then keep searching elsewhere because there could be problems that may come up later down the line.