Find a Financial Advisor in Timonium, MD

 

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We Only Work With The Best Timonium 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 Timonium, MD


  • Financial Advisor Close to Timonium, 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 Timonium, 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 Timonium, MD

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



The Top 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: 11 years

CWM, LLC

Website

(410) 821-6724

9515 Deereco Road, Suite 201

Timonium, MD 21093

SEC#: 801-72037
Years in Business: 11 years

CWM, LLC

Website

(410) 821-6724

9515 Deereco Road, Suite 201

Timonium, MD 21093

SEC#: 801-72037
Years in Business: 11 years

CWM, LLC

Website

(410) 821-6724

9515 Deereco Road, Suite 201

Timonium, MD 21093

SEC#: 801-72037
Years in Business: 11 years

CWM, LLC

Website

(410) 821-6724

9515 Deereco Road, Suite 201

Timonium, MD 21093

SEC#: 801-72037
Years in Business: 11 years

CWM, LLC

Website

(410) 821-6724

9515 Deereco Road, Suite 201

Timonium, MD 21093

SEC#: 801-72037
Years in Business: 11 years

 


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.