Find a Financial Advisor in Frederick County, MD

 

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

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We Only Work With The Best Frederick County 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 Frederick County, MD


  • Financial Advisor Close to Frederick County, 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 Frederick County, 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 Frederick County, MD

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

  • Population: 251,422
  • % of Population 62 Years and Over: 17.7%
  • Average Home Value: $338,700
  • Average Monthly Housing Cost: $1,640
  • Average Household Income: $116,796
  • 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 Frederick County, MD

 

TURNING POINT FINANCIAL

Website

(301) 846-9336

7210 Corporate Ct.
Ste A
Frederick, MD 21703

SEC#: 801-116895
Years in Business: 2 years

POTOMAC ASSET MANAGEMENT CO INC

Website

(301) 695-9229

5 South Market Street
4th Floor
Frederick, MD 21701

SEC#: 801-16383
Years in Business: 40 years

FOUNDERS FINANCIAL SECURITIES, LLC

Website

(301) 695-0650

7360 Guilford Drive
Suite 203
Frederick, MD 21704

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

FOUNDERS FINANCIAL SECURITIES, LLC

Website

(301) 663-5100

7360 Guilford Drive
Suite 203B
Frederick, MD 21704

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

FSC SECURITIES CORPORATION

Website

(240) 379-6929

9099 Ridgefield Drive
Suite 101
Frederick, MD 21701

SEC#: 801-42017
Years in Business: 29 years

ARCHER INVESTMENT CORPORATION

Website

(240) 675-7765

891 Toll House Ave, Unit A2

Frederick, MD 21701

SEC#: 801-64607
Years in Business: 16 years

IFP ADVISORS, LLC

Website

(301) 696-5746

47 East All Saints St.

Frederick, MD 21701

SEC#: 801-69511
Years in Business: 13 years

THOMA CAPITAL MANAGEMENT LLC

Website

(410) 823-5442

5100 Buckeystown Pike
Suite 250
Frederick, MD 21704

SEC#: 801-111054
Years in Business: 4 years

FSC SECURITIES CORPORATION

Website

(240) 379-6929

9099 Ridgefield Drive
Suite 101
Frederick, MD 21701

SEC#: 801-42017
Years in Business: 29 years

 


Frederick County, MD Financial Advisor FAQs

Feel free to clarify about the basis of their fees so that you have a good and clear understanding of it and the extent and limits of their services.
The primary responsibility of a financial advisor is to assist clients in understanding risks, evaluate savings needs or tax situations then set up an appropriate investment vehicle.
Financial advisors are paid with the fee income derived from their clients with an agreement in place for commissions based on specific transactions.
Yes. A financial advisor provides services such as budgeting, tax preparation, saving for retirement or college expenses, dealing with debt management and investments.