Find a Financial Advisor in Towson, MD

 

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We did the hard work of finding trustworthy partners in Towson, MD.

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We Only Work With The Best Towson 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 Towson, MD


  • Financial Advisor Close to Towson, 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 Towson, 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 Towson, MD

We evaluated over 13,000 RIA firms to bring you the best of the best Towson financial advisors.
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How Retirement-Friendly is Towson, MD?

  • Population: 57,817
  • % of Population 62 Years and Over: 19.8%
  • Average Home Value: $365,200
  • Average Monthly Housing Cost: $1,517
  • Average Household Income: $126,836
  • 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 Towson, MD

 

THE CAVANAUGH GROUP INC

Website

(410) 583-0850

100 W Pennsylvania Ave
Suite 304
Towson, MD 21204

SEC#: 801-50257
Years in Business: 26 years

COMPTON FINANCIAL GROUP

Website

(410) 321-0168

403 Allegheny Avenue

Towson, MD 21204

SEC#: 801-80860
Years in Business: 6 years

CHESAPEAKE FINANCIAL ADVISORS

Website

(410) 823-5442

401 Jefferson Avenue

Towson, MD 21286

SEC#: 801-111054
Years in Business: 4 years

SFG WEALTH MANAGEMENT

Website

(410) 825-3200

1104 Kenilworth Drive
Suite 500
Towson, MD 21204

SEC#: 801-108748
Years in Business: 5 years

BLACK DIAMOND FINANCIAL, LLC

Website

(443) 841-7772

305 West Pennsylvania Avenue

Towson, MD 21204

SEC#: 801-96172
Years in Business: 6 years

FOUNDERS FINANCIAL SECURITIES, LLC

Website

(410) 308-9988

1020 Cromwell Bridge Road

Towson, MD 21286

SEC#: 801-66892
Years in Business: 15 years

WMS PARTNERS, LLC

Website

(410) 337-7575

Towson City Center
1 Olympic Place, 8th Floor
Towson, MD 21204

SEC#: 801-46692
Years in Business: 27 years

GREENSPRING ADVISORS, LLC

Website

(443) 564-4600

One West Pennsylvania Avenue
Suite 500
Towson, MD 21204

SEC#: 801-67570
Years in Business: 14 years

THE SIMMONS PARTNERSHIP, LLC

Website

(443) 470-8000

Bosley Hall
222 Courthouse Ct., Suite 1A
Towson, MD 21204

SEC#: 801-79395
Years in Business: 7 years

 


Towson, MD Financial Advisor FAQs

Fees vary depending on how much work your financial advisor does for you and their experience level as well as how much help you need financially.
This question is more complex than it would seem on the surface. Financial advisors vary in their offerings, some are better for specific situations. It's always best to reach out to your friends and family to get their advice before looking into any other option.
Questions to ask a prospective financial advisor are about what services are being offered, how they'll be provided, the cost of the services, and what qualifications does he or she have for this type of work.
Most financial advisors get paid by charging a percentage of portfolio assets under management, plus other fees for buying and selling securities. Some advisors will charge an hourly fee or flat rate to evaluate someone's investment options. Other advisors may establish a retainer-type agreement that can be used continuously, weekly, monthly, annually etc., with the client paying the advisor on whatever schedule they deem convenient for themselves.