Find a Financial Planner in Fulton, MD

 

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We Only Work With The Best Fulton 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 Fulton, MD


  • Financial Advisor Close to Fulton, 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 Fulton 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 Fulton area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planners in Fulton offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
12.7% of Fulton'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 Fulton area can create a custom plan and walk with you each step of the way.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Fulton area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
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 Fulton area.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Fulton 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 Fulton 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 Fulton 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 Fulton, 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 Fulton, MD

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

  • Population: 4,326
  • % of Population 62 Years and Over: 12.7%
  • Average Home Value: $648,100
  • Average Monthly Housing Cost: $3,135
  • Average Household Income: $254,329
  • 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 Fulton, MD


STRATWEALTH

Website

(410) 988-9494

8170 Maple Lawn Blvd.
Suite 100
Fulton, MD 20759

SEC#: 801-61179
Years in Business: 18 years