Find a Financial Advisor in Salisbury, MD

 

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

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We Only Work With The Best Salisbury 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 Salisbury, MD


  • Financial Advisor Close to Salisbury, 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 Salisbury, 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 Salisbury, MD

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

  • Population: 32,693
  • % of Population 62 Years and Over: 13.9%
  • Average Home Value: $157,900
  • Average Monthly Housing Cost: $1,056
  • Average Household Income: $55,165
  • 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 Salisbury, MD

 

PKS INVESTMENT ADVISORS LLC

Website

(410) 546-5600

1801 Sweetbay Drive

Salisbury, MD 21804

SEC#: 801-96235
Years in Business: 6 years

STRATEGIC WEALTH MANAGEMENT GROUP, LLC

Website

(410) 341-0026

1405 Wesley Drive, Suite 32

Salisbury, MD 21801

SEC#: 801-61179
Years in Business: 19 years

CETERA ADVISORS LLC

Website

(410) 546-0911

953 Mt Hermon Rd

Salisbury, MD 21804

SEC#: 801-33020
Years in Business: 33 years

CETERA ADVISORS LLC

Website

(410) 677-4848

327 Tilghman Rd Ste 100

Salisbury, MD 21804

SEC#: 801-33020
Years in Business: 33 years

TLG ADVISORS, INC.

Website

(410) 546-3999

1410 S Salisbury Blvd

Salisbury, MD 21801

SEC#: 801-60458
Years in Business: 20 years

CETERA ADVISORS LLC

Website

(410) 546-0911

953 Mt Hermon Rd

Salisbury, MD 21804

SEC#: 801-33020
Years in Business: 33 years

CETERA ADVISORS LLC

Website

(410) 677-4848

327 Tilghman Rd Ste 100

Salisbury, MD 21804

SEC#: 801-33020
Years in Business: 33 years

CETERA ADVISORS LLC

Website

(410) 546-0911

953 Mt Hermon Rd

Salisbury, MD 21804

SEC#: 801-33020
Years in Business: 33 years

CAPITOL SECURITIES MANAGEMENT, INC.

Website

(443) 944-8025

31400 Winterplace Parkway
Suite 100
Salisbury, MD 21804

SEC#: 801-41033
Years in Business: 29 years

 


Salisbury, MD Financial Advisor FAQs

Choosing a financial advisor is like selecting the mate of your life. Give some thought to how specialized you'd like him/her to be before getting started, because not every advisor out there does everything equally well. Be sure to be able to define your own needs and goals.
If you want a financial advisor to exist for a sustained period of time, it's important that both the customer and the advisor have similar goals. Finding an advisor with compatible beliefs is crucial because if these ethical philosophies are not aligned, there will be conflict otherwise. In addition to your personal ethics, you should also inquire about other factors such as their business hours and other services offered.
Financial advisors can work on a percentage basis, or they may take a flat fee charged per transaction. Either way the transactions must be significant in order to justify paying an advisor’s fee.
Absolutely. It pays to have someone who watches your back and keeps your finances organized so you can focus on doing what's important.