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 Annapolis, 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 Annapolis, 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 Annapolis, 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 Annapolis, 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

Nilos T. Sakellariou

NTS Bearing-Total Wealth Management.
CFM
Nilos T. Sakellariou, a financial fiduciary, provides financial services to clients in the Annapolis, Maryland area. Nilos holds a CFM certification. Nilos has over 29 years of experience.

Additional Information:

Years of Experience:
29 Years

    Fee Structure

  • Fee-Only

    Asset Requirement: $500,000

    Financial Services Provided:

  • Portfolio Management
  • Risk Management
badge

Edelman Financial Engines, LLC

Patrick Durbin, a financial fiduciary firm, has been a Paladin Registry member since 2018 and provides financial services to clients in the Annapolis, Maryland area.

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

    Name(s) of Custodian(s):
    Charles Schwab and others.

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

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

Edelman Financial Engines, LLC

Seth Gusman, a financial fiduciary firm, has been a Paladin Registry member since 2018 and provides financial services to clients in the Ellicott City, Maryland area.

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

    Name(s) of Custodian(s):
    Charles Schwab and others.

badge

Edelman Financial Engines, LLC

Edelman Financial Engines, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2018 and provides financial services to clients in the Silver Spring, Maryland area.

Additional Information:

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

badge

Michael Balakirsky

LPL Financial
MBA, 76784
Michael Balakirsky, a financial fiduciary, provides financial services to clients in the Clarksville, Maryland area. Michael holds a MBA, 76784 certification. Michael has over 21 years of experience.

Additional Information:

Years of Experience:
21 Years

    Fee Structure

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

    Asset Requirement: $50,000

    Financial Services Provided:

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

Edelman Financial Engines, LLC

Ashley Zephir, a financial fiduciary firm, has been a Paladin Registry member since 2018 and provides financial services to clients in the Towson, Maryland area.

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

    Name(s) of Custodian(s):
    Charles Schwab and others.

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

Edelman Financial Engines, LLC

Scott Morrello, a financial fiduciary firm, has been a Paladin Registry member since 2018 and provides financial services to clients in the Alexandria, Virginia area.

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

    Name(s) of Custodian(s):
    Charles Schwab and others.

badge

Geoffrey Burroughs

Harbor Investment Advisory
CFP®, Financial Planning Specialist, CDFA®
Geoffrey Burroughs, a financial fiduciary, provides financial services to clients in the Lutherville, Maryland area. Geoffrey holds a CFP®, Financial Planning Specialist, CDFA® certification. Geoffrey has over 12 years of experience.

Additional Information:

Years of Experience:
12 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: $250,000

    Name(s) of Custodian(s):
    Pershing LLC

badge

Michael T. Jobe

Glover Park Wealth Management, LLC
Michael T. Jobe, a financial fiduciary, provides financial services to clients in the Arlington, Virginia area. Michael has over 12 years of experience.

Additional Information:

Years of Experience:
12 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: $50,000

    Financial Services Provided:

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

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

badge

Diamond Chaflawee

Prudential
CFP®, ChFC®
Diamond Chaflawee, a financial fiduciary, provides financial services to clients in the North Bethesda, Maryland area. Diamond holds a CFP®, ChFC® certification. Diamond has over years of experience.
badge

Edelman Financial Engines, LLC

Kevin Hamel, a financial fiduciary firm, has been a Paladin Registry member since 2018 and provides financial services to clients in the Bethesda, Maryland area.

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

    Name(s) of Custodian(s):
    Charles Schwab and others.

badge

Chris Passarelli

Bull Run Investment Management
Chris Passarelli, a financial fiduciary, provides financial services to clients in the McLean, Virginia area. Chris has over 10 years of experience.

Additional Information:

Years of Experience:
10 Years

    Fee Structure

  • Fee-Only
  • Flat Fee

    Asset Requirement: $0

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • Wealth Management
  • Money Management
  • Risk Management

    Name(s) of Custodian(s):
    Charles Schwab

badge

Chris Schiesser

Prudential
CFP®
Chris Schiesser, a financial fiduciary, provides financial services to clients in the Hunt Valley, Maryland area. Chris holds a CFP® certification. Chris has over 11 years of experience.

Additional Information:

Years of Experience:
11 Years

badge

Bryan Beatty

Egan, Berger and Weiner, LLC
Accredited Investment Fiduciary® (AIF), CFP®
Bryan Beatty, a financial fiduciary, provides financial services to clients in the Vienna, Virginia area. Bryan holds a Accredited Investment Fiduciary® (AIF), CFP® certification. Bryan has over 31 years of experience.

Additional Information:

Years of Experience:
31 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: $0

    Name(s) of Custodian(s):
    Pershing

badge

Allworth Financial

Allworth Financial, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the Bel Air, Maryland area.

Additional Information:

    Fee Structure

  • Fee-Based

    Financial Services Provided:

  • Retirement Planning
  • Tax Advice and Services
  • Estate Planning & Trusts

    Name(s) of Custodian(s):
    TD Ameritrade

badge

Edelman Financial Engines, LLC

Frank Barkanic, a financial fiduciary firm, has been a Paladin Registry member since 2018 and provides financial services to clients in the Tysons Corner, Virginia area.

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

    Name(s) of Custodian(s):
    Charles Schwab and others.

Get Matched With Advisors