Find a Financial Advisor in Severna Park, MD

 

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

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We Only Work With The Best Severna Park 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 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 Severna Park, MD

  • Financial Advisor Close to Severna Park, 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 Severna Park, 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 Severna Park, MD

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

  • Population: 38,188
  • % of Population 62 Years and Over: 20.2%
  • Average Home Value: $561,900
  • Average Monthly Housing Cost: $2,222
  • Average Household Income: $182,577
  • 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 Severna Park, MD

 

RETIREMENT MANAGEMENT SYSTEMS

Website

(888) 870-7674

696 Ritchie Highway
Suite 200-B
Severna Park, MD 21146

SEC#: 801-70978
Years in Business: 11 years

FOUNDERS FINANCIAL SECURITIES, LLC

Website

(443) 261-3373

537 Ritchie Highway
Suite 2C
Severna Park, MD 21146

SEC#: 801-66892
Years in Business: 15 years

INTEGRATED WEALTH CONCEPTS LLC

Website

(410) 647-6762

529 Benfield Road
Suite 250
Severna Park, MD 21146

SEC#: 801-108179
Years in Business: 5 years

INTEGRATED WEALTH CONCEPTS LLC

Website

(410) 647-6762

529 Benfield Road
Suite 250
Severna Park, MD 21146

SEC#: 801-108179
Years in Business: 5 years

INTEGRATED WEALTH CONCEPTS LLC

Website

(410) 647-6762

529 Benfield Road
Suite 250
Severna Park, MD 21146

SEC#: 801-108179
Years in Business: 5 years

SPIRE WEALTH MANAGEMENT, LLC

Website

(410) 975-9240

692B Richie Hwy
Suite 204
Severna Park, MD 21146

SEC#: 801-60468
Years in Business: 20 years

TRUIST ADVISORY SERVICES, INC.

Website

(410) 647-7988

501 Jumpers Hole Road

Severna Park, MD 21146

SEC#: 801-107729
Years in Business: 5 years

FOUNDERS FINANCIAL SECURITIES, LLC

Website

(443) 261-3373

537 Ritchie Highway
Suite 2C
Severna Park, MD 21146

SEC#: 801-66892
Years in Business: 15 years

INTEGRATED WEALTH CONCEPTS LLC

Website

(410) 647-6762

529 Benfield Road
Suite 250
Severna Park, MD 21146

SEC#: 801-108179
Years in Business: 5 years

 


Severna Park, MD Financial Advisor FAQs

First, you should vet their recommendations by researching all of them and asking for a track record. This shows whether or not the advisor's recommendations perform better than the general market does. Once you've done this, ask for references within your network to see how satisfied they were with their service.
The cost will depend on what type of consultation they provide; many offer consultations online for less than $1 per minute.
Yes. Financial advisors help with long-term planning, give advice about how to save for retirement or education needs, and provide guidance on paying down debts or fighting off spending temptations.
The primary job of a financial advisor is to help their clients achieve long-term financial goals by understanding their needs and managing their assets accordingly.


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