Find a Financial Planner in Rockville, MD

 

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We Only Work With The Best Rockville 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 Rockville, MD


  • Financial Advisor Close to Rockville, 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 Rockville 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 Rockville area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning is a financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in Rockville, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
19.3% of Rockville'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 Rockville area can create a custom plan and walk with you each step of the way.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Rockville area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
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 Rockville area.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Rockville area who determine what breaks are available to you to minimize your tax payments. 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 in the Rockville area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. 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 Rockville 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 Rockville, 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 Rockville, MD

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

  • Population: 67,542
  • % of Population 62 Years and Over: 19.3%
  • Average Home Value: $549,900
  • Average Monthly Housing Cost: $2,014
  • Average Household Income: $134,194
  • 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 Rockville, MD


ADVISORS PREFERRED LLC

Website

(866) 842-3356

1445 Research Boulevard
#530
Rockville, MD 20850

SEC#: 801-72430
Years in Business: 9 years

ATCAP PARTNERS, LLC

Website

(866) 842-3356

1445 Research Boulevard
#530
Rockville, MD 20850

SEC#: 801-72617
Years in Business: 9 years

RESEARCH FINANCIAL STRATEGIES

Website

(301) 294-7500

2273 Research Blvd
Suite 101
Rockville, MD 20850

SEC#: 801-71400
Years in Business: 11 years

FINANCIAL SERVICES ADVISORY

Website

(301) 949-7300

One Church Street
Suite 901
Rockville, MD 20850

SEC#: 801-18801
Years in Business: 38 years

MARYLAND FINANCIAL GROUP, INC.

Website

(301) 251-8550

2600 Tower Oaks Boulevard
Suite 220
Rockville, MD 20852

SEC#: 801-99348
Years in Business: 5 years

WMS ADVISORS, LLC

Website

(301) 294-7804

11300 Rockville Pike, Suite 800

Rockville, MD 20852

SEC#: 801-109946
Years in Business: 4 years

INVESTMENT PLANNING ASSOCIATES INC

Website

(240) 430-3000

11140 Rockville Pike
Suite 400
Rockville, MD 20852

SEC#: 801-108454
Years in Business: 4 years

KENDALL CAPITAL MANAGEMENT

Website

(301) 838-9110

600 Jefferson Plaza
Suite 410
Rockville, MD 20852

SEC#: 801-78634
Years in Business: 7 years

EAGLESTONE WEALTH ADVISORS, INC.

Website

(301) 924-2160

1101 Wootton Parkway
Suite 400
Rockville, MD 20852

SEC#: 801-68116
Years in Business: 13 years

OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC

Website

(301) 990-4395

2099 Gaither Rd. Suite 110

Rockville, MD 20850

SEC#: 801-78523
Years in Business: 7 years