Find a Financial Planner in Montgomery County, MD

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Montgomery 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 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 Montgomery County, MD


  • Financial Advisor Close to Montgomery 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

 

How Can a CFP® in Montgomery County 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 Montgomery County area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Montgomery County can include managing client retirement accounts, investments, tax plans, and more.
18.6% of Montgomery County'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 Montgomery County area can create a custom plan and walk with you each step of the way.
In the Montgomery County 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 is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Montgomery County area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Montgomery County area often offer tax planning services to their clients. 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 is a service offered by many financial advisors, planners, and other professionals in the Montgomery County area. Typically, it 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 Montgomery County 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 Montgomery 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 Montgomery County, MD

We evaluated over 13,000 RIA firms to bring you the best of the best Montgomery County financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Montgomery County, MD?

  • Population: 1043,530
  • % of Population 62 Years and Over: 18.6%
  • Average Home Value: $485,900
  • Average Monthly Housing Cost: $1,905
  • Average Household Income: $149,437
  • 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 Montgomery County, MD


FAMILY OFFICE RESEARCH, LLC

Website

(301) 684-1765

7910 Woodmont Ave
Suite 1120
Bethesda, MD 20814

SEC#: 801-80228
Years in Business: 6 years

HULL STREET ENERGY

Website

(240) 800-3217

4920 Elm Street,
Suite 205
Bethesda, MD 20814

SEC#: 801-113755
Years in Business: 2 years

LGG FINANCIAL

Website

(301) 312-6660

7200 Wisconsin Avenue
Suite 300
Bethesda, MD 20814

SEC#: 801-117324
Years in Business: 1 years

AFS FINANCIAL GROUP, LLC

Website

(301) 951-2642

7700 Old Georgetown Rd.
Suite 630
Bethesda, MD 20814

SEC#: 801-118095
Years in Business: 1 years

HILLMAN CAPITAL MANAGEMENT INC

Website

(240) 744-4500

7250 Woodmont Avenue
Suite 310
Bethesda, MD 20814

SEC#: 801-57921
Years in Business: 20 years

ASB CAPITAL MANAGEMENT LLC

Website

(240) 482-2900

7501 Wisconsin Avenue, West Tower
13th Floor
Bethesda, MD 20814

SEC#: 801-57896
Years in Business: 20 years

NEW POTOMAC PARTNERS LLC

Website

(240) 253-4280

4330 East West Hwy
Suite 416
Bethesda, MD 20814

SEC#: 801-80463
Years in Business: 6 years

SARGENT INVESTMENT GROUP

Website

(120) 258-6400

7250 Woodmont Ave.
Suite 260
Bethesda, MD 20814

SEC#: 801-113542
Years in Business: 3 years

MV CAPITAL MANAGEMENT, INC.

Website

(301) 656-6545

3 Bethesda Metro Center
Suite 650
Bethesda, MD 20814

SEC#: 801-65709
Years in Business: 15 years

DIVERGENT PLANNING

Website

(240) 428-8911

6701 Democracy Blvd.
Suite 300
Bethesda, MD 20817

SEC#: 801-112962
Years in Business: 3 years