Find a Financial Advisor in Wicomico County, MD

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Wicomico County 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 Wicomico County, MD


  • Financial Advisor Close to Wicomico County, 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 Wicomico County, 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 Wicomico County, MD

We evaluated over 13,000 RIA firms to bring you the best of the best Wicomico County financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Wicomico County, MD?

  • Population: 102,539
  • % of Population 62 Years and Over: 18.8%
  • Average Home Value: $182,400
  • Average Monthly Housing Cost: $1,067
  • Average Household Income: $73,662
  • 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 Wicomico County, MD

 

PKS INVESTMENT ADVISORS LLC

Website

(410) 546-5600

1801 Sweetbay Drive

Salisbury, MD 21804

SEC#: 801-96235
Years in Business: 6 years

STRATEGIC WEALTH MANAGEMENT GROUP, LLC

Website

(410) 341-0026

1405 Wesley Drive, Suite 32

Salisbury, MD 21801

SEC#: 801-61179
Years in Business: 19 years

CETERA ADVISORS LLC

Website

(410) 546-0911

953 Mt Hermon Rd

Salisbury, MD 21804

SEC#: 801-33020
Years in Business: 33 years

CETERA ADVISORS LLC

Website

(410) 677-4848

327 Tilghman Rd Ste 100

Salisbury, MD 21804

SEC#: 801-33020
Years in Business: 33 years

TLG ADVISORS, INC.

Website

(410) 546-3999

1410 S Salisbury Blvd

Salisbury, MD 21801

SEC#: 801-60458
Years in Business: 20 years

CETERA ADVISORS LLC

Website

(410) 546-0911

953 Mt Hermon Rd

Salisbury, MD 21804

SEC#: 801-33020
Years in Business: 33 years

CETERA ADVISORS LLC

Website

(410) 677-4848

327 Tilghman Rd Ste 100

Salisbury, MD 21804

SEC#: 801-33020
Years in Business: 33 years

CETERA ADVISORS LLC

Website

(410) 546-0911

953 Mt Hermon Rd

Salisbury, MD 21804

SEC#: 801-33020
Years in Business: 33 years

CAPITOL SECURITIES MANAGEMENT, INC.

Website

(443) 944-8025

31400 Winterplace Parkway
Suite 100
Salisbury, MD 21804

SEC#: 801-41033
Years in Business: 29 years

 


Wicomico County, MD Financial Advisor FAQs

Some financial advisors work on commission which means they are paid for the sale of a specific product or service every time it is purchased. Some advisors take payment by the hour where the client pays at the end of each consultation based on how long it took for them to give that advice or help with that problem being resolved.
Yes. Their job is to help you figure out what you want and then design strategies that allow you to achieve the outcomes that matter most to you. The financial advisors take care of everything, such as saving for retirement, college education expenses, various goals, and current emergencies.
Financial advisors bridge the gap between consumers and financial institutions to help people assess, plan, and save for their financial needs.
Ask about their qualifications, experience, and background. Look for someone with proper certifications and licenses. Also look into their employment history.