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Top Rated Financial Advisors in 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 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 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 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.

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Alan Myers

Aerie Capital Management, LLC
CFA®
Alan Myers is a financial fiduciary at Aerie Capital Management, LLC. Alan Myers has been a Paladin Registry member since 2013 and serves clinets in Baltimore, Maryland.
Alan holds Chartered Financial Analyst and has over 13 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: Not Applicable
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Not Applicable

Additional Information:

Years of Experience:
13 Years

    Fee Structure

  • Hourly Fee
  • Asset-Based Fee

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • TD Ameritrade

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

John Zinaich

Zinaich Capital and Risk Management
CFP® ChFC® CLU® AIF®
John Zinaich is a financial fiduciary at Zinaich Capital and Risk Management. John Zinaich has been a Paladin Registry member since 2014 and serves clinets in Boonsboro, Maryland.

John holds Certified Financial Planner , Chartered Financial Consultant , Chartered Life Underwriter , Accredited Investment Fiduciary certifications and has over 29 years of experience.

Additional Information:

Years of Experience:
29 Years

    Fee Structure

  • Asset-Based Fee
  • Commissions (Investment Products)
  • Commissions (Insurance Products)

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):

  • E*Trade
  • TD Ameritrade
  • Pershing, Inc.

Paladin Registry 5 Stars

This professional is a financial fiduciary who is held to the highest ethical standards in the industry.

Brian Kuhn

Planning Solutions Group, LLC
CFP® CLTC CLU®
Brian Kuhn is a financial fiduciary at Planning Solutions Group, LLC. Brian Kuhn has been a Paladin Registry member since 2014 and serves clinets in Fulton, Maryland.

Brian holds Certified Financial Planner , Certified in Long-Term Care , Chartered Life Underwriter certifications and has over 17 years of experience.

  • State Licences:
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: State List
    • District of Columbia
    • Maryland
    • Virginia
  • Insurance Products for Commission: State List
    • District of Columbia
    • Maryland
    • Virginia

Additional Information:

Years of Experience:
17 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)
  • Commissions (Insurance Products)

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Legal Advice and Services
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • TD Ameritrade

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Jon Powell

Ferguson-Johnson Wealth Management
Ferguson-Johnson Wealth Management, a financial advisory firm, has been a Paladin Registry member since . Ferguson-Johnson Wealth Management provides financial services to clients in the Rockville, Maryland.
  • State Licences:
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Not Applicable

Additional Information:

Years of Experience:
19 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • Fidelity

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Derek Johnson

Ferguson-Johnson Wealth Management
CRPC®
Derek Johnson is a financial fiduciary at Ferguson-Johnson Wealth Management. Derek Johnson has been a Paladin Registry member since 2016 and serves clinets in Rockville, Maryland.
Derek holds Chartered Retirement Planning Counselor and has over 17 years of experience.

Additional Information:

Years of Experience:
17 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • Fidelity

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

John Austin

Austin Wealth Management, LLC
AIF® CFP®
John Austin is a financial fiduciary at Austin Wealth Management, LLC. John Austin has been a Paladin Registry member since 2019 and serves clinets in Brookeville, Maryland.

John holds Accredited Investment Fiduciary , Certified Financial Planner certifications and has over 43 years of experience.

  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Arizona
    • California
    • Colorado
    • Delaware
    • District of Columbia
    • Florida
    • Louisiana
    • Maryland
    • New York
    • Ohio
    • Texas
    • Vermont
    • Virginia
  • Investment Products for Commission: State List
    • Arizona
    • California
    • Colorado
    • Delaware
    • District of Columbia
    • Florida
    • Louisiana
    • Maryland
    • New York
    • Ohio
    • Texas
    • Vermont
    • Virginia
  • Insurance Products for Commission: State List
    • Maryland
    • Virginia

Additional Information:

Years of Experience:
43 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)
  • Commissions (Insurance Products)

    Asset Requirement: $1,000,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Wealth Management

    Name(s) of Custodian(s):

  • Pershing, LLC

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Zach Payne and Richard Clonch

Zach Payne and Richard Clonch
CFP® CRPC® CRPS®
Zach Payne and Richard Clonch is a financial fiduciary at Zach Payne and Richard Clonch . Zach Payne and Richard Clonch has been a Paladin Registry member since 2021 and serves clinets in Gaithersburg, Maryland.

Zach holds Certified Financial Planner , Chartered Retirement Planning Counselor , Chartered Retirement Plans Specialist certifications and has over 16 years of experience.

  • State Licences:
  • Financial Advice, Services for Fees: All 50 States
  • Insurance Products for Commission: Maryland

Additional Information:

Years of Experience:
16 Years

    Fee Structure

  • Asset-Based Fee
  • Hourly Fee
  • Fixed Fee

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Other

    Name(s) of Custodian(s):

  • Charles Schwab

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Casey Craig

Casey Craig
AIF®
Casey Craig is a financial fiduciary at Casey Craig . Casey Craig has been a Paladin Registry member since 2021 and serves clinets in Gaithersburg, Maryland.
Casey holds Accredited Investment Fiduciary and has over 20 years of experience.

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Asset-Based Fee
  • Commissions (Investment Products)

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Denika Tokunaga MBA

Denika Tokunaga MBA
Denika Tokunaga MBA is a financial fiduciary at Denika Tokunaga MBA . Denika Tokunaga MBA has been a Paladin Registry member since 2021 and serves clinets in Fulton, Maryland.

Additional Information:

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)

BASIC INFORMATION NEEDED FOR THE INQUIRY

No additional advisor available.

Top vetted financial advisors in Maryland by cities

Frequently Asked Questions

What does a financial advisor do?

Financial advisors assess the financial goals and risk appetite of their clients and chalk out a personalized investment plan for achieving those goals. They use their expertise to guide their clients on how to save tax, get rid of excessive debt and plan for future contingencies.

When should I hire a financial advisor?

Ideally, Financial advisors must be consulted regularly. No matter how much you earn and where are you from, everybody needs a financial advisor to make sure that they reap the maximum from their income. A financial advisor is especially important if you are nearing retirement, planning a family, saving up for education, or thinking of passing on your estate to your heirs.

What are the different types of financial advisors? How do I choose one?

There are different types of financial advisors. A financial advisor can be a relationship manager from a stockbroking company, insurance or mutual fund advisor, a personal banker from a well-known bank, an accountant or an attorney with expertise in taxation and estate planning.

What are the certifications to look while hiring a financial advisor?

The certifications assure you that the financial advisor that you have hired has all the skills and expertise that you need to plan a personal financial journey. When you look to hire a financial advisor you will find a range of initials and certifications that they hold. Broadly, they are divided into two categories.

A CPA (Certified Public Accountant) and CFP (Chartered Financial Planner) are the more general ones. The CFP and CPA certifications are considered as gold standards in personal financial planning. These advisors know their stuff very well and have exceptional competence in a range of financial planning subjects.

While CFA (Chartered Financial Analyst) and CLU (Chartered Life underwriter) certified professional can cater to your specific needs. A CFA can take care of your investment needs and CLU can advise you with the best insurance products.

What questions should you ask a financial advisor?

The most important question to ask a financial advisor is whether he is a fiduciary or not? A fiduciary works in the best interest of his client. Next, you must ask him about his certifications, and experience. You must always pick an advisor who has the best certifications like CPA, CFP, and CFA and at least, with a couple of years of experience. You can also ask him about his cost or fee. Always look for a fee-only advisor and make sure they don’t get commissions for selling financial products.

How does my financial advisor get paid?

There are broadly three different types of advisors.

Commission-only

If you hire a commission-based financial advisor then you will have to pay a percentage of your budget as commission and the rest of the amount will be invested in the financial products and instruments.

Fee-only

Fee-only financial advisors charge a certain flat fee for their advice. The fee depends on the years of experience, expertise, and certifications that financial advisors hold. They do not get any kind of commissions out of the financial products recommended by them.

Fee-based (Commissions and fees)

These advisors charge a combination of both commissions and fees.

Can I be my own financial advisor?

Many people have saved thousands of dollars each year by just consulting a financial advisor. Usually, people try to manage their own finances and thus are not able to draw maximum benefit out of their savings. Financial planning is quite complex and requires a lot of expertise. An experienced financial expert can help you chalk out the best plans for you and safeguard your financial future.

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