Lutherville, MD Financial Advisors and Resources



Financial Advisor Firms in Lutherville, MD


HARBOR INVESTMENT ADVISORY, LLC

Website

(410) 659-8900

2330 W. Joppa Road
Suite 160
Lutherville, MD 21093

SEC#: 801-70893
Years in Business: 11 years

CORBYN INVESTMENT MANAGEMENT INC

Website

(410) 832-5500

2330 W Joppa rd Ste 108

Lutherville, MD 21093

SEC#: 801-9139
Years in Business: 48 years

CALVERT STREET CAPITAL PARTNERS, INC.

Website

(443) 573-3700

2330 W. Joppa Road
Suite 320
Lutherville, MD 21093

SEC#: 801-73600
Years in Business: 9 years

LINCOLN FINANCIAL ADVISORS CORPORATION

Website

(410) 339-6600

1300 York Road
Suite 200
Lutherville, MD 21093

SEC#: 801-42530
Years in Business: 29 years

LINCOLN FINANCIAL ADVISORS CORPORATION

Website

(410) 825-0781

1447 York Road
Suite 801
Lutherville, MD 21093

SEC#: 801-42530
Years in Business: 29 years

SYMPHONIC FINANCIAL ADVISORS LLC

Website

(410) 878-7002

2330 West Joppa Road
107A
Lutherville, MD 21093

SEC#: 801-64456
Years in Business: 16 years

PASSIVE CAPITAL MANAGEMENT, LLC

Website

(443) 275-2703

2328 West Joppa Road
Suite 120
Lutherville, MD 21093

SEC#: 801-68774
Years in Business: 13 years

H. BECK, INC.

Website

(410) 769-0200

1301 York Road
Suite 303
Lutherville, MD 21093

SEC#: 801-
Years in Business: 0 years

H. BECK, INC.

Website

(410) 494-4495

1301 York Road
Suite 205
Lutherville, MD 21093

SEC#: 801-
Years in Business: 0 years


How Retirement-Friendly is Lutherville, MD?

  • Population: 6,856
  • % of Population 62 Years and Over: 23.2%
  • Average Home Value: $369,300
  • Average Monthly Housing Cost: $1,456
  • Average Household Income: $126,149
  • 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.)


Lutherville, MD Financial Advisor FAQs

A financial advisor is someone who advises on macroeconomics, finance, investments, taxation laws, retirement planning and so on. They are usually well-qualified in the areas of financial planning and have knowledge of many specific areas that may include interactions with other advisors or specialists working alongside them. The area about which they advise will depend on the person themselves as it often reflects their own specialties.
Absolutely. The earlier you seek the help of an advisor, the sooner they can get started saving you money on taxes, retirement planning, and helping to organize your accounts in a way that makes sense for your goals.
In most cases, the advisor is paid per hour or they are reimbursed for expenses incurred on behalf of their clients. In contrast with an advisor who charges a fee-only fee, an advisor who is compensated with a percentage of assets will charge a percentage of all assets that he or she manages each year.
The key is to find an advisor that you trust and that has the experience and knowledge that aligns with your needs and preferences.