Find a Financial Advisor in New Market, MD

 

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

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We Only Work With The Best New Market 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 New Market, MD


  • Financial Advisor Close to New Market, 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 New Market, 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 New Market, MD

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

  • Population: 1,551
  • % of Population 62 Years and Over: 6.1%
  • Average Home Value: $458,900
  • Average Monthly Housing Cost: $2,502
  • Average Household Income: $148,302
  • 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 New Market, MD

 

LIGHTHOUSE WEALTH MANAGEMENT

Website

(301) 865-9740

164 West Main Street
Suite F
New Market, MD 21774

SEC#: 801-68468
Years in Business: 14 years

 


New Market, MD Financial Advisor FAQs

Have a conversation with several advisors, ask them what services they offer, how they charge for their service, and learn about who has managed to successfully establish relationships with your needs.
Financial planners provide guidance for all aspects of your finances, including making plans to invest money, reduce debt, pay taxes, save for retirement and college expenses, purchase life insurance and other types of coverage such as disability insurance. They can also offer ongoing support to make sure things are running smoothly every single day so you don't have to worry about anything except living your best life.
Since there are many services out there you need to make sure to find someone who specializes in your needs. Take note of their education and certifications, find out if they abide by strict guidelines for fiduciary duty, and ask about their fees. For example if an advisor works on commission they're only incentivized to purchase products that pay them more which may not be in your best interest. Lastly, ask any questions you have up front so you don't waste time or money on something that's wrong for you.
The fee that a financial advisor charges depends on the type of financial advisory service rendered to his client.