Wealth Management in Baltimore County, MD

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List of Firms

Baltimore County, MD Wealth Management Firms

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William Brandenburg - TIAA Wealth Management Advisor
SEC File# 801-63550
CRD# 20472
Location 1410 Clarkview Rd, Baltimore, MD 21209, USA
Phone (866) 842-2520
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-121083
CRD# 285718
Location 606 E Joppa Rd, Towson, MD 21286, USA
Phone (410) 732-2633
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Peak Wealth Management Group - UBS Financial Services Inc.
Location 307 International Cir 4th Floor, Hunt Valley, MD 21030, USA
Phone (410) 771-3129
Directions
SEC File# 801-70893
CRD# 151085
Location 2330 W Joppa Rd #160, Timonium, MD 21093, USA
Phone (410) 659-8900
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Crosscountrywealth
Location 2835 Smith Ave #203, Baltimore, MD 21209, USA
Phone (866) 613-4683
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Beth C. Rosenwald - RBC Wealth Management Branch Director
Location 2800 Quarry Lake Dr Suite 260, Baltimore, MD 21209, USA
Phone (410) 318-5074
Directions
SEC File# 801-64376
CRD# 134600
Location 11311 McCormick Rd suite 500, Hunt Valley, MD 21031, USA
Phone (866) 987-5240
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Kissinger Wealth Management Group
5 out of 5
Location 225 Schilling Cir Suite 250, Hunt Valley, MD 21031, USA
Phone (410) 316-5359
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Old Orchard Wealth Solutions
Location Executive Plaza III, 11350 McCormick Rd Suite 506, Hunt Valley, MD 21031, USA
Phone (443) 933-8000
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Shafer & Reilly Wealth Management
5 out of 5
Location 9515 Deereco Rd # 704, Timonium, MD 21093, USA
Phone (410) 453-0444
Directions
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Merrill Lynch Wealth Management Advisor Kent V Pearce
Location 901 Dulaney Valley Rd # 516, Towson, MD 21204, USA
Phone (410) 321-4340
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Orchard Wealth Management - Morgan Stanley
Location 2330 W Joppa Rd Suite 255, Timonium, MD 21093, USA
Phone (410) 494-8295
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JLB Wealth Management Group
SEC File# 801-68000
CRD# 134952
Location 1340 Smith Ave, Baltimore, MD 21209, USA
Phone (410) 779-1299
Directions
SEC File# 801-114123
CRD# 294000
5 out of 5
Location 201 International Cir #520, Hunt Valley, MD 21030, USA
Phone (410) 403-2060
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Sawyer Wealth Management
SEC File# 801-78158
CRD# 152974
5 out of 5
Location 100 Painters Mill Rd, Owings Mills, MD 21117, USA
Phone (410) 356-0329
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Stone Wealth Management - UBS Financial Services Inc.
Location 307 International Cir 4th Floor, Hunt Valley, MD 21030, USA
Phone (410) 771-3142
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The Boddiford-Koras Wealth Management Group - Morgan Stanley
Location 2330 W Joppa Rd Suite 255, Timonium, MD 21093, USA
Phone (410) 494-8296
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DHG Wealth Advisors
Location 809 Gleneagles Ct Suite 200, Towson, MD 21286, USA
Phone (410) 823-8000
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Merrill Lynch Wealth Management Advisor Bruce Goodwin
Location 901 Dulaney Valley Rd # 516, Towson, MD 21204, USA
Phone (410) 321-4325
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QL Wealth Advisors of Janney Montgomery Scott
Location 2800 Quarry Lake Dr Suite 160, Baltimore, MD 21209, USA
Phone (443) 501-5000
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Melnick Rosenbaum Wealth Management
Location 2330 W Joppa Rd Suite 195, Timonium, MD 21093, USA
Phone (443) 921-9993
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Patrick P. Vaughan Jr - RBC Wealth Management Financial Advisor
Location 225 Schilling Cir Suite 250, Hunt Valley, MD 21031, USA
Phone (410) 316-5442
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Daniel A. Petro - RBC Wealth Management Financial Advisor
Location 2800 Quarry Lake Dr Suite 260, Baltimore, MD 21209, USA
Phone (410) 318-5086
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Merrill Lynch Wealth Management Advisor Keith Silverstein
Location 901 Dulaney Valley Rd # 516, Towson, MD 21204, USA
Phone (410) 321-4315
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John H. Sutton - RBC Wealth Management Financial Advisor
Location 2800 Quarry Lake Dr Suite 260, Baltimore, MD 21209, USA
Phone (410) 318-5095
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Sagamore Wealth Management
Location 12308 Steeplechase Dr, Reisterstown, MD 21136, USA
Phone (410) 526-0006
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Anchor Wealth Advisors, LLC
Location 232 Cockeysville Rd b200, Cockeysville, MD 21030, USA
Phone (443) 281-9630
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RBC Wealth Management Branch - Quarry Lake
5 out of 5
Location 2800 Quarry Lake Dr Suite 260, Baltimore, MD 21209, USA
Phone (410) 318-5070
Directions
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Serenity Wealth Advisors LLC
Location 806 Reisterstown rd Second, Floor, Suite 5, Pikesville, MD 21208, USA
Phone (410) 870-7440
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Greben Wealth Management
5 out of 5
Location 10451 Mill Run Cir #205, Owings Mills, MD 21117, USA
Phone (410) 356-0111
Directions
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Scheinker Legacy Wealth Advisors of Janney Montgomery Scott
Location 2800 Quarry Lake Dr Suite 160, Baltimore, MD 21209, USA
Phone (410) 580-2686
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Cynthia Allen - RBC Wealth Management Financial Advisor
Location 225 Schilling Cir Suite 250, Hunt Valley, MD 21031, USA
Phone (410) 316-5324
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Blue Point Investment Management
Location 6115 Falls Rd Suite 101, Baltimore, MD 21209, USA
Phone (443) 600-8050
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Yale R. Hoffberg - RBC Wealth Management Financial Advisor
Location 225 Schilling Cir Suite 250, Hunt Valley, MD 21031, USA
Phone (410) 316-5328
Directions
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Eric Handelsman - TIAA Wealth Management Advisor
SEC File# 801-63550
CRD# 20472
Location 1410 Clarkview Rd, Baltimore, MD 21209, USA
Phone (866) 842-2520
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-9139
CRD# 104716
Location 2330 W Joppa Rd # 110, Timonium, MD 21093, USA
Phone (410) 832-5500
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
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Morgan Stanley Wealth Management:Rotman Alexander
Location 2330 W Joppa Rd Suite 255, Lutherville, MD 21093, USA
Phone (410) 296-9200
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Perry Fong - RBC Wealth Management Financial Advisor
Location 225 Schilling Cir Suite 250, Hunt Valley, MD 21031, USA
Phone (410) 316-5337
Directions
SEC File# 801-111990
CRD# 290198
Location 10451 Mill Run Cir 10th floor suite 1000, Owings Mills, MD 21117, USA
Phone (410) 363-4683
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Brian Kroneberger - RBC Wealth Management Financial Advisor
Location 225 Schilling Cir Suite 250, Hunt Valley, MD 21031, USA
Phone (410) 316-5454
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Frank White - RBC Wealth Management Financial Advisor
Location 225 Schilling Cir Suite 250, Hunt Valley, MD 21031, USA
Phone (410) 316-5316
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Maller Wealth Advisors
Location 201 International Cir Suite 100, Hunt Valley, MD 21030, USA
Phone (410) 771-5660
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Matthew D. Kunkel - RBC Wealth Management Financial Advisor
Location 2800 Quarry Lake Dr Suite 260, Baltimore, MD 21209, USA
Phone (410) 318-5072
Directions
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The Rosenwald Team
Location 2800 Quarry Lake Dr Suite 260, Baltimore, MD 21209, USA
Phone (410) 318-5074
Directions
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Merrill Lynch Wealth Management Advisor George C Bradford
Location 901 Dulaney Valley Rd # 516, Towson, MD 21204, USA
Phone (410) 321-4312
Directions
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The Brinton Dingle Vaughan Wealth Management Group
Location 225 Schilling Cir Suite 250, Hunt Valley, MD 21031, USA
Phone (800) 247-7223
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Christine M. Buckley - RBC Wealth Management Financial Advisor
Location 225 Schilling Cir Suite 250, Hunt Valley, MD 21031, USA
Phone (410) 316-5408
Directions
Wealth Management in Baltimore County, MD

Where Wealth Management Advisors in Baltimore County, MD Serve

Baltimore County, MD is a diverse and vibrant area with a rich history and numerous landmarks. From the historic Fort McHenry to the beautiful Loch Raven Reservoir, there is no shortage of things to see and do. The county is home to many top employers, including Johns Hopkins University, T. Rowe Price, and McCormick & Company, which provide a wide range of job opportunities. The major highways and streets that run through Baltimore County include I-695, I-83, and York Road, making it easy to get around and explore. The neighborhoods in Baltimore County are equally diverse, with everything from quaint historic districts to bustling urban areas. Whether you're looking for a quiet suburban community or a lively city atmosphere, Baltimore County has something to offer everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Baltimore County, MD would benefit from a bank in several ways. Firstly, a bank can provide access to financial resources such as loans, mortgages, and savings accounts which can help individuals and families to achieve their financial goals. Secondly, a bank can offer financial education and guidance to help residents make informed decisions about their money. This is especially important in Baltimore County, which has a diverse population with varying levels of financial literacy. Additionally, a bank can help support local businesses by providing them with the capital they need to grow and create jobs in the community. Finally, a bank can provide a safe and secure place for residents to store their money, protecting them from the risks of theft and fraud which are unfortunately prevalent in many urban areas. Overall, a bank can play a vital role in helping the people of Baltimore County to achieve financial stability and security.

Insurance Broker

Residents of Baltimore County, MD can greatly benefit from the services of an insurance broker. With the county's diverse population and varying economic backgrounds, an insurance broker can provide tailored solutions to meet the unique needs of each individual. For example, residents living in the densely populated urban areas of Baltimore may require more comprehensive auto insurance coverage due to the increased risk of accidents and theft. On the other hand, residents living in the county's rural areas may need specialized coverage for their farms or livestock. An insurance broker can also help small business owners in Baltimore County navigate the complex world of commercial insurance, ensuring that they have the appropriate coverage to protect their assets and employees. Additionally, with the recent increase in severe weather events in the Mid-Atlantic region, an insurance broker can assist homeowners in obtaining adequate coverage for flood and storm damage. Overall, the expertise and guidance of an insurance broker can provide peace of mind and financial security to residents of Baltimore County, MD.

Retirement Planning

Residents of Baltimore County, MD could greatly benefit from the services of a retirement planner. With its diverse population and unique economic landscape, Baltimore County presents a number of challenges when it comes to planning for retirement. A retirement planner can help residents navigate the complex world of retirement savings and investments, offering advice on everything from 401(k) plans to IRAs. Additionally, a retirement planner can help residents take advantage of the many resources available to them in Baltimore County, such as the county's robust network of senior centers and community organizations. By working with a retirement planner, residents of Baltimore County can ensure that they are prepared for whatever the future may hold, no matter what their age or financial situation may be.

Financial Advisor

Residents of Baltimore County, MD could greatly benefit from the expertise of a financial advisor. With a population of over 800,000 people, Baltimore County is home to a diverse community with varying financial needs. A financial advisor can assist with a range of services, including retirement planning, investment management, and debt management. Additionally, Baltimore County has a unique economic landscape with a strong presence in industries such as healthcare, technology, and education. A knowledgeable financial advisor can help residents navigate the complexities of these industries and make informed decisions about their finances. Furthermore, with the cost of living in Baltimore County being higher than the national average, a financial advisor can provide guidance on budgeting and saving strategies to help residents achieve their financial goals. Overall, the services of a financial advisor can be invaluable to the residents of Baltimore County, MD.

Mortgage Loan Officer

Residents of Baltimore County, MD can benefit from the expertise of a mortgage loan officer in a multitude of ways. These professionals can help residents navigate the complex world of home financing and provide guidance on the best loan options for their unique financial situations. With its diverse population and varied housing market, Baltimore County presents a range of challenges for potential homebuyers. A mortgage loan officer can help residents understand the nuances of the local real estate market and provide guidance on everything from interest rates to closing costs. Additionally, these professionals can assist residents in securing the necessary documentation for loan approval and help them understand the terms and conditions of their mortgage agreements. With the help of a skilled mortgage loan officer, residents of Baltimore County can achieve their dream of homeownership and secure a bright future for themselves and their families.

Tax Services

Residents of Baltimore County, MD can benefit greatly from the expertise of a tax advisor. With a population of over 800,000 people, Baltimore County is home to a diverse range of taxpayers with unique financial situations. A tax advisor can help residents navigate the complex tax laws and regulations specific to Maryland, such as the state's unique tax brackets and deductions. Additionally, Baltimore County residents who own businesses or rental properties may require specialized tax advice to ensure compliance with local and state tax codes. A tax advisor can also provide guidance on tax planning strategies, such as maximizing deductions and minimizing tax liabilities. Overall, the knowledge and guidance of a tax advisor can help Baltimore County residents save money and avoid costly mistakes when it comes to their taxes.

Estate Planning Lawyer

Residents of Baltimore County, MD can benefit greatly from the services of an estate planning lawyer. With its diverse population and bustling economy, Baltimore County presents a unique set of challenges when it comes to estate planning. An experienced lawyer can help residents navigate complex legal issues such as probate, wills, trusts, and tax planning. They can also provide guidance on how to protect assets and ensure that beneficiaries receive their rightful inheritance. In addition, an estate planning lawyer can assist with healthcare directives and power of attorney, ensuring that clients' wishes are respected in the event of incapacitation. With all of these considerations in mind, it's clear that an estate planning lawyer can provide invaluable support to residents of Baltimore County as they plan for their futures.

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