Timonium, MD Financial Advisors and Resources



Financial Advisor Firms in Timonium, MD


WAYPOINT WEALTH MANAGEMENT

Website

(410) 561-3994

9515 Deereco Road
Suite 604
Timonium, MD 21093

SEC#: 801-110641
Years in Business: 4 years

THE L. WARNER COMPANIES, INC

Website

(410) 252-0808

9690 Deereco Road
Suite 650
Timonium, MD 21093

SEC#: 801-56965
Years in Business: 22 years

HERGENROEDER FINANCIAL ADVISORS, INC.

Website

(410) 769-8262

1954 Greenspring Drive
Suite 230
Timonium, MD 21093

SEC#: 801-80882
Years in Business: 6 years

CWM, LLC

Website

(410) 821-6724

9515 Deereco Road, Suite 201

Timonium, MD 21093

SEC#: 801-72037
Years in Business: 10 years

CWM, LLC

Website

(410) 821-6724

9515 Deereco Road, Suite 201

Timonium, MD 21093

SEC#: 801-72037
Years in Business: 10 years

CWM, LLC

Website

(410) 821-6724

9515 Deereco Road, Suite 201

Timonium, MD 21093

SEC#: 801-72037
Years in Business: 10 years

CWM, LLC

Website

(410) 821-6724

9515 Deereco Road, Suite 201

Timonium, MD 21093

SEC#: 801-72037
Years in Business: 10 years

CWM, LLC

Website

(410) 821-6724

9515 Deereco Road, Suite 201

Timonium, MD 21093

SEC#: 801-72037
Years in Business: 10 years

CWM, LLC

Website

(410) 821-6724

9515 Deereco Road, Suite 201

Timonium, MD 21093

SEC#: 801-72037
Years in Business: 10 years


How Retirement-Friendly is Timonium, MD?

  • Population: 10,557
  • % of Population 62 Years and Over: 32.3%
  • Average Home Value: $391,700
  • Average Monthly Housing Cost: $1,587
  • Average Household Income: $125,148
  • 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.)


Timonium, MD Financial Advisor FAQs

Financial advisors help people and organizations make better decisions with their money in order to reach their financial goals.
The key considerations are the language used in marketing materials, whether they offer investment certified planners or have any fiduciary status/qualified investment advisors on staff. Also people should ask if they accept commissions for recommending particular investments, or if their fees are transactional based or flat rates--high fee structures might signal an attempt to earn seances through volume-based activities rather than providing quality service. Lastly one would want to check to see if there are any complaints filed against the company with your state securities commissioner(s).
Financial advisors typically help people save money and allocate their finances to maximize earnings. Whether or not you need a financial advisor depends on what your financial goals and needs are. It comes down to personal preference and risk levels, which can vary even with the same person based on economic factors such as inflation, unemployment rates, interest rates, etc. If you feel like someone's opinion might be able to offer insight into your lifestyle or needs when it comes to saving money and allocating finances, then a professional advisor may be right for you.
Some financial advisors charge based on the type of account they manage for you (transaction-fee only). Some may receive a percentage of trades he or she executes on behalf of clients (commission-based compensation) which is typically shared by the advisor's firm as well as any broker he or she has recruited.