Silver Spring, MD Financial Advisors and Resources



Financial Advisor Firms in Silver Spring, MD


BNB WEALTH MANGAGEMENT, LLC

Website

(301) 562-0207

8730 Georgia Avenue
Suite 502
Silver Spring, MD 20910

SEC#: 801-53808
Years in Business: 24 years

ROCK CREEK WEALTH PLANNERS AND ADVISORS LLC

Website

(202) 899-1400

8607 Cedar St.

Silver Spring, MD 20910

SEC#: 801-115087
Years in Business: 2 years

ULLICO INVESTMENT ADVISORS, INC.

Website

(202) 962-8951

8403 Colesville Road
13th Floor
Silver Spring, MD 20910

SEC#: 801-36371
Years in Business: 31 years

REUTEMANN FINANCIAL SOLUTIONS, INC.

Website

(301) 588-0514

9116 Providence Avenue

Silver Spring, MD 20901

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

CWM ADVISORS, LLC

Website

(940) 594-2013

11507 Lovejoy St

Silver Spring, MD 20902

SEC#: 801-108947
Years in Business: 4 years

TWEDDELL GOLDBERG LLC

Website

(301) 650-6567

9005 Woodland Drive

Silver Spring, MD 20910

SEC#: 801-81194
Years in Business: 6 years

CWM ADVISORS, LLC

Website

(940) 594-2013

11507 Lovejoy St

Silver Spring, MD 20902

SEC#: 801-108947
Years in Business: 4 years

CWM ADVISORS, LLC

Website

(940) 594-2013

11507 Lovejoy St

Silver Spring, MD 20902

SEC#: 801-108947
Years in Business: 4 years

FINANCIAL ENGINES ADVISORS L.L.C.

Website

(888) 752-6742

12510 Prosperity Dr
Suite 350
Silver Spring, MD 20904

SEC#: 801-55196
Years in Business: 23 years


How Retirement-Friendly is Silver Spring, MD?

  • Population: 81,773
  • % of Population 62 Years and Over: 13.7%
  • Average Home Value: $524,800
  • Average Monthly Housing Cost: $1,734
  • Average Household Income: $109,348
  • 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.)


Silver Spring, MD Financial Advisor FAQs

It is strongly encouraged that you seek qualified investment, tax and estate advisors before contacting an advisor. The National Association of Personal Financial Advisors (NAPFA) can be a good resource to start with, as they are required to adhere to rigorous professional standards.
A financial advisor assists people in making sound financial decisions about things such as investment, taxation, retirement planning and so on. Advisors usually work with companies to provide a range of services including portfolio management, administrative tasks and analysis of clients' finances.
Find a financial advisor that has a CFP. The CFP mark designation indicates a minimum level of experience, knowledge and fitness necessary to advise on retirement and other long-term financial matters.
If you are not interested in managing your investments or are unfamiliar with stocks or bonds or anything on the financial world on any level, then yes, find someone who does know about finance and get on their team. There are many beautiful resources out there to help people become financially literate.