Potomac, MD Financial Advisors and Resources



Financial Advisor Firms in Potomac, MD


WEALTHSPIRE ADVISORS

Website

(888) 303-2357

12435 Park Potomac Avenue
Suite 500
Potomac, MD 20854

SEC#: 801-78179
Years in Business: 8 years

SONTAG ADVISORY LLC

Website

(888) 303-2357

12435 Park Potomac Avenue
Suite 500
Potomac, MD 20854

SEC#: 801-49390
Years in Business: 26 years

CITY NATIONAL ROCHDALE, LLC

Website

(301) 983-8853

10220 River Rd
Suite 105
Potomac, MD 20854

SEC#: 801-27265
Years in Business: 35 years

CITY NATIONAL ROCHDALE, LLC

Website

(301) 983-8853

10220 River Rd
Suite 105
Potomac, MD 20854

SEC#: 801-27265
Years in Business: 35 years

CITY NATIONAL ROCHDALE, LLC

Website

(301) 983-8853

10220 River Rd
Suite 105
Potomac, MD 20854

SEC#: 801-27265
Years in Business: 35 years

PATHSTONE FAMILY OFFICE, LLC

Website

(301) 770-6300

12505 Park Potomac Avenue
Suite 400
Potomac, MD 20854

SEC#: 801-70776
Years in Business: 11 years

HSBC SECURITIES (USA) INC.

Website

(301) 296-0519

10113 River Rd.

Potomac, MD 20854

SEC#: 801-64563
Years in Business: 16 years

WEALTHSPIRE ADVISORS LLC

Website

(888) 303-2357

12435 Park Potomac Avenue
Suite 500
Potomac, MD 20854

SEC#: 801-49390
Years in Business: 26 years


How Retirement-Friendly is Potomac, MD?

  • Population: 45,940
  • % of Population 62 Years and Over: 27.4%
  • Average Home Value: $900,300
  • Average Monthly Housing Cost: $2,695
  • Average Household Income: $254,008
  • 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.)


Potomac, MD Financial Advisor FAQs

The role of a financial advisor is to assist you in managing your finances. Financial advisors offer investment advice, retirement planning, tax strategies and much more. They specialize in working with clients who are looking for guidance on complex financial decisions because these advisors can help you assess your needs, identify your risk tolerance and make the right investments for the future.
It's best to choose a financial planner that is right for your needs. Ask friends or family about what type of planner they have, then ask if they are aware of advisers that do the same things you are looking for.
What is your fee structure? What services do you offer? Do I have potential conflicts that may arise from this relationship? Can we look at my current situation and devise a plan that will work for me? Does anyone else manage my money now and what services do they provide for this fee?
It is unwise to invest in securities markets without the help of a professional financial advisor. Financial advisors are professionals that know how investments work and advise investors on what type of security to invest in. They also take into account all aspects that need consideration when investing, such as a person's age, savings level or risk tolerance.