Find a Financial Planner in Columbia, MD

 

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

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We Only Work With The Best Columbia 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 Columbia, MD


  • Financial Advisor Close to Columbia, 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 Columbia Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Columbia area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
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 Columbia is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
18.6% of Columbia'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 Columbia area can create a custom plan and walk with you each step of the way.
In the Columbia area, an estate plan consists of a set of legally binding documents that describe how your estate should be divided upon your death. The purpose of an estate plan is to eliminate any ambiguity regarding the line of inheritance for your estate once you are unable to arbitrate it yourself.
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 Columbia area.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Columbia area is generally long-term and performed with the help of a qualified planner. 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 to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Columbia area, 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 typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Columbia area when dealing with high-interest credit card debt and private student loans.

 

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

We evaluated over 13,000 RIA firms to bring you the best of the best Columbia financial advisors.
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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.)


The Top 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: 5 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: 0 years