Find a Financial Planner in North Bethesda, MD

 

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We Only Work With The Best North Bethesda 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 North Bethesda, MD

  • Financial Advisor Close to North Bethesda, 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 North Bethesda 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 North Bethesda area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in North Bethesda can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
19.8% of North Bethesda's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the North Bethesda area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is a process by which a financial advisor and/or estate lawyer in the North Bethesda area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
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 North Bethesda area.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the North Bethesda 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 to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the North Bethesda area, 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 and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the North Bethesda area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in North Bethesda, 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 North Bethesda, MD

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

  • Population: 49,872
  • % of Population 62 Years and Over: 19.8%
  • Average Home Value: $576,100
  • Average Monthly Housing Cost: $1,940
  • Average Household Income: $148,871
  • 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 North Bethesda, MD


BURT WEALTH ADVISORS

Website

(301) 770-9880

6116 Executive Blvd
Suite 500
North Bethesda, MD 20852

SEC#: 801-23924
Years in Business: 36 years