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We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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All of our partners are advisors who hold the proper designations from FINRA

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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 Silver Spring, MD

  • Financial Advisor Close to Silver Spring, 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 Silver Spring, 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 Silver Spring, MD

We evaluated over 13,000 RIA firms to bring you the best of the best Silver Spring financial advisors.
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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.)


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The Top 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: 25 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: 3 years

ULLICO INVESTMENT ADVISORS, INC.

Website

(202) 962-8951

8403 Colesville Road
13th Floor
Silver Spring, MD 20910

SEC#: 801-36371
Years in Business: 32 years

REUTEMANN FINANCIAL SOLUTIONS, INC.

Website

(301) 588-0514

9116 Providence Avenue

Silver Spring, MD 20901

SEC#: 801-71400
Years in Business: 12 years

CWM ADVISORS, LLC

Website

(940) 594-2013

11507 Lovejoy St

Silver Spring, MD 20902

SEC#: 801-108947
Years in Business: 5 years

TWEDDELL GOLDBERG LLC

Website

(301) 650-6567

9005 Woodland Drive

Silver Spring, MD 20910

SEC#: 801-81194
Years in Business: 7 years

CWM ADVISORS, LLC

Website

(940) 594-2013

11507 Lovejoy St

Silver Spring, MD 20902

SEC#: 801-108947
Years in Business: 5 years

CWM ADVISORS, LLC

Website

(940) 594-2013

11507 Lovejoy St

Silver Spring, MD 20902

SEC#: 801-108947
Years in Business: 5 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: 24 years

 


Silver Spring, MD Financial Advisor FAQs

Silver Spring is a census-designated place in southern Montgomery County, Maryland, near Washington, D.C. It is an edge city with an estimated population of 81,015 people as of the 2020 census. Cities near Silver Spring include Takoma Park, Langley Park, Chillum, and Adelphi. The company is based in Silver Spring, Maryland, in the United States. With $5.5 billion in annual sales, the Food and Drug Administration leads the business. It employs 14,824 people and is the area's largest employer. Silver Spring, Maryland is best known for its arts and entertainment district, which includes the Silver Spring Performing Arts Center, the American Film Institute's Silver Theatre, and the Fillmore Silver Spring concert venue. The city is also home to Montgomery College, a two-year community college, and the National Oceanic and Atmospheric Administration's headquarters. Financial advisory services are within reach in Silver Spring, a census-designated place in southern Montgomery County, Maryland, near Washington, D.C. It is best known for its arts and entertainment district, which includes the Silver Spring Performing Arts Center, the American Film Institute's Silver Theater, and the Fillmore Silver Spring concert venue. The city is also home to Montgomery College, a two-year community college, and the National Oceanic and Atmospheric Administration's headquarters. There are also many financial advisors close by, and the list below should help you find one that is right for your needs.

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.


Other Nearby Financial Advisors

Takoma Park, MD
Chevy Chase, MD
Bethesda, MD
Washington, DC
Alexandria, VA

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.