Find a Financial Advisor in Owings Mills, MD

 

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We Only Work With The Best Owings Mills Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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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 Owings Mills, MD


  • Financial Advisor Close to Owings Mills, 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 Owings Mills, 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 Owings Mills, MD

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

  • Population: 35,081
  • % of Population 62 Years and Over: 14.6%
  • Average Home Value: $266,400
  • Average Monthly Housing Cost: $1,625
  • Average Household Income: $97,304
  • 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 Owings Mills, MD

 

GREENSPRING ASSOCIATES, LLC

Website

(410) 363-2725

100 Painters Mill Road
Suite 700
Owings Mills, MD 21117

SEC#: 801-70689
Years in Business: 12 years

T. ROWE PRICE ADVISORY SERVICES, INC.

Website

(410) 345-2000

4515 Painters Mills Road

Owings Mills, MD 21117

SEC#: 801-58098
Years in Business: 21 years

THE PROSPERITY CONSULTING GROUP, LLC

Website

(410) 363-7211

10065 Red Run Boulevard
Suite 200
Owings Mills, MD 21117

SEC#: 801-96321
Years in Business: 6 years

GLASS JACOBSON FINANCIAL GROUP

Website

(410) 356-1000

10711 Red Run Blvd., Suite 101

Owings Mills, MD 21117

SEC#: 801-62867
Years in Business: 17 years

HIGHTOWER ADVISORS, LLC

Website

(443) 578-3201

10461 Mill Run Circle
Suite 830
Owings Mills, MD 21117

SEC#: 801-69625
Years in Business: 13 years

HIGHTOWER ADVISORS, LLC

Website

(443) 578-3201

10461 Mill Run Circle
Suite 830
Owings Mills, MD 21117

SEC#: 801-69625
Years in Business: 13 years

HIGHTOWER ADVISORS, LLC

Website

(443) 578-3201

10461 Mill Run Circle
Suite 830
Owings Mills, MD 21117

SEC#: 801-69625
Years in Business: 13 years

T. ROWE PRICE ASSOCIATES, INC.

Website

(410) 345-2000

T. Rowe Price Associates, Inc.
4525 Painters Mill Road
Owings Mills, MD 21117

SEC#: 801-856
Years in Business: 74 years

CIC WEALTH, LLC

Website

(410) 363-4683

10451 Mill Run Circle
Suite 1000
Owings Mills, MD 21117

SEC#: 801-111990
Years in Business: 4 years

 


Owings Mills, MD Financial Advisor FAQs

The cost of a financial advisor can vary dependent on factors such as what services are provided, the person's qualifications to provide those services, and how much work is involved. Generally speaking, the average financial advisor charges around 1%-1.5% of assets under management per year.
Financial advisors help their clients make sound financial decisions to better prepare for their future. They can help their clients with investments, portfolio management, retirement portfolios and plans, tax-related considerations such as 401(k) contributions and IRAs, life insurance, estate planning and much more.
Just a few basic questions will quickly reveal a potential advisor's effectiveness to us all. What is your deviation from the average top performing advisors in our industry today? What types of investments have you achieved this against? Do you have any other clients that may be willing to offer testimonials about their service with you or the degree of performance their investments yielded at this same time frame?
It really depends on your specific needs and assets. If you would like some advice or if the answer to the following questions doesn't seem to apply well, then we recommend that you go with a professional who will assess your own needs and offer advice accordingly.