Find a Financial Advisor in Germantown, MD

 

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

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We Only Work With The Best Germantown 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 Germantown, MD


  • Financial Advisor Close to Germantown, 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 Germantown, 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 Germantown, MD

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

  • Population: 90,582
  • % of Population 62 Years and Over: 11.4%
  • Average Home Value: $343,900
  • Average Monthly Housing Cost: $1,798
  • Average Household Income: $117,522
  • 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 Germantown, MD

 

MY WEALTH MANAGEMENT, INC

Website

(301) 330-7900

12410 Milestone Center Drive
Suite 175
Germantown, MD 20876

SEC#: 801-78477
Years in Business: 8 years

MILESTONE ASSET MANAGEMENT, LLC

Website

(240) 395-1060

12410 Milestone Center Drive
Suite 140
Germantown, MD 20876

SEC#: 801-119634
Years in Business: 0 years

MILESTONE ASSET MANAGEMENT, LLC

Website

(240) 395-1060

12410 Milestone Center Drive
Suite 140
Germantown, MD 20876

SEC#: 801-120519
Years in Business: 0 years

MILESTONE ASSET MANAGEMENT, LLC

Website

(240) 395-1060

12410 Milestone Center Drive
Suite 140
Germantown, MD 20876

SEC#: 801-120519
Years in Business: 0 years

GUARDIAN POINTE PRIVATE WEALTH MANAGEMENT, LLC

Website

(240) 603-6406

14 Mountain Lake Ct

Germantown, MD 20874

SEC#: 801-110920
Years in Business: 4 years

BROOKSTONE CAPITAL MANAGEMENT LLC

Website

(240) 395-1060

12410 Milestone Center Drive, Suite 140

Germantown, MD 20876

SEC#: 801-68010
Years in Business: 14 years

 


Germantown, MD Financial Advisor FAQs

The cost of a financial advisor varies depending on the complexity of your personal needs.
First and foremost, look at your advisor's qualifications. Ask the following: How long has the financial advisor been in business? Is this person a licensed fiduciary counselor or certified public accountant?
It's important to get good financial advice. You should always speak with your advisor about potential opportunities for improving your position, whether it be changing an insurance policy to get the most benefits, transferring funds into more solid investments, etc.
It's important to put together an accurate budget so you know what your needs are in terms of managing finances. It is equally necessary to have a sound understanding of one's own financial situation when it comes time for choosing an advisor - especially when there are many advisors who will say they will be better equipped to meet your needs than others. Each business partner has their strengths, weaknesses, and limitations in order to solve various types of problems in different situations, so it is up to the individual which one best suits their personal circumstances.