banner-img

Not sure which advisor
is right for you?

Find and compare 2-3 vetted financial advisors
matched to your specific needs.

Registered Advisors

Your Information is Safe and Secure

Top Rated Financial Advisors in Sparks Glencoe, Maryland

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Sparks Glencoe, Maryland is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Sparks Glencoe, Maryland with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Sparks Glencoe, Maryland near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

badge

Jake Marcoux

Legacy Capital
CFP®, APMA®, CLU®, ChFC®
Jake Marcoux, a financial fiduciary, provides financial services to clients in the Owings Mills, Maryland area. Jake holds a CFP®, APMA®, CLU®, ChFC® certification. Jake has over 18 years of experience.

Additional Information:

Years of Experience:
18 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Flat Fee
  • Based on Assets

    Asset Requirement: $100,000

badge

Highlander Financial Group

Highlander Financial Group, a financial fiduciary firm, has been a Paladin Registry member since 2021 and provides financial services to clients in the Baltimore, Maryland area.

Additional Information:

Years of Experience:
35 Years

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
badge

Doug Miller J.D.

Northwestern Mutual
CFP®, CLU®
Doug Miller J.D., a financial fiduciary, provides financial services to clients in the Ellicott City, Maryland area. Doug holds a CFP®, CLU® certification. Doug has over 21 years of experience.

Additional Information:

Years of Experience:
21 Years

    Fee Structure

  • Fee-Based
  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: $50,000,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
badge

Jonathan Szostek

Scarborough Capital Management
CFP®,AIF®,RICP®,CRPC®,ChFEBCSM
Jonathan Szostek, a financial fiduciary, provides financial services to clients in the Annapolis, Maryland area. Jonathan holds a CFP®,AIF®,RICP®,CRPC®,ChFEBCSM certification. Jonathan has over 14 years of experience.

Additional Information:

Years of Experience:
14 Years

    Name(s) of Custodian(s):
    Charles Schwab & Co.

badge

Scarborough Capital Management

Scarborough Capital Management, a financial fiduciary firm, has been a Paladin Registry member since 2022 and provides financial services to clients in the Annapolis, Maryland area.

Additional Information:

    Name(s) of Custodian(s):
    Charles Schwab & Co.

badge

David Middleton

Middleton Advisory
CFP®, AIF®
David Middleton, a financial fiduciary, provides financial services to clients in the Bethesda, Maryland area. David holds a CFP®, AIF® certification. David has over 14 years of experience.

Additional Information:

Years of Experience:
14 Years

    Fee Structure

  • Fee-Only

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
badge

Mark Standard

Ubs
Mark Standard, a financial fiduciary, provides financial services to clients in the Washington, District of Columbia area. Mark has over 27 years of experience.

Additional Information:

Years of Experience:
27 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
badge

Andrew Rosen

Diversified, LLC
CFP®
Andrew Rosen, a financial fiduciary, provides financial services to clients in the Wilmington, Delaware area. Andrew holds a CFP® certification. Andrew has over 22 years of experience.

Additional Information:

Years of Experience:
22 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    SEI Private Trust Co, TD Ameritrade,

badge

Vanguard Personal Advisor

Vanguard Personal Advisor, a financial fiduciary firm, has been a Paladin Registry member since 2020 and provides financial services to clients in the Malvern, Pennsylvania area.

Additional Information:

    Fee Structure

  • Fee-Based

    Financial Services Provided:

  • Retirement Planning
  • Education Funding and Planning
Get Matched With Advisors