St. Mary’s County, MD Financial Advisors and Resources

Financial Advisor Firms in St. Mary’s County, MD



(301) 327-5413

22738 Maple Road
Suite 105
Lexington Park, MD 20653

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

How Retirement-Friendly is St. Mary's County, MD?

  • Population: 112,290
  • % of Population 62 Years and Over: 15.9%
  • Average Home Value: $308,900
  • Average Monthly Housing Cost: $1,553
  • Average Household Income: $108,493
  • 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.)

St. Mary’s County, MD Financial Advisor FAQs

Ask about specific techniques the advisor will use to help monitor your retirement goals and setup a meeting for further discussion if necessary. Discuss your goals and concerns openly and determine if this person is suitable for the task.
People need financial advisors for different reasons, but anyone who wants help with tax law, investments or risk management needs one. Those things are really complicated and if done incorrectly can get costly in the long run.
Financial advisors provide advice on retirement, college planning, taxes, investments, life insurance policies and other financial products and services.
The financial advisor typically charges an annualized rate, or a percentage of the client's portfolio value. They may also charge a flat fee for making recommendation based on their expertise in areas such as estate planning, investments, stocks trading and retirement planning.