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Top Rated Financial Advisors in Baltimore, 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 Baltimore, 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.
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Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Baltimore, 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.
Facet
Additional Information:
- Fee-Only
- Flat Fee
Fee Structure
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Edelman Financial Engines, LLC
Additional Information:
- Fee-Only
- Based on Assets
Fee Structure
Name(s) of Custodian(s):
Charles Schwab and others.
Doug Miller J.D.
Northwestern Mutual
Additional Information:
Years of Experience:
21 Years
- Fee-Based
- Commissions
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $50,000,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Geoffrey Burroughs
Harbor Investment Advisory
Additional Information:
Years of Experience:
12 Years
- Fee-Based
- Based on Assets
Fee Structure
Asset Requirement: $250,000
Name(s) of Custodian(s):
Pershing LLC
Edelman Financial Engines, LLC
Additional Information:
- Fee-Only
- Based on Assets
Fee Structure
Name(s) of Custodian(s):
Charles Schwab and others.
Chris Schiesser
Prudential
Additional Information:
Years of Experience:
11 Years
Tom Hagigh
EPE Wealth Advisors
Additional Information:
Years of Experience:
30 Years
- Fee-Based
- Commissions
- Based on Assets
Fee Structure
Asset Requirement: $500,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Nilos T. Sakellariou
NTS Bearing-Total Wealth Management.
Additional Information:
Years of Experience:
29 Years
- Fee-Only
Fee Structure
Asset Requirement: $500,000
- Portfolio Management
- Risk Management
Financial Services Provided:
Edelman Financial Engines, LLC
Additional Information:
- Fee-Only
- Based on Assets
Fee Structure
Name(s) of Custodian(s):
Charles Schwab and others.
Scarborough Capital Management
Additional Information:
Name(s) of Custodian(s):
Charles Schwab & Co.
David Middleton
Middleton Advisory
Additional Information:
Years of Experience:
14 Years
- Fee-Only
Fee Structure
Asset Requirement: $500,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
MY Wealth Management, Inc.
Additional Information:
Years of Experience:
28 Years
- Fee-Based
- Flat Fee
- Based on Assets
Fee Structure
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Charles Schwab and Interactive Brokers
Manuel Gonzalez Teran
Prime Capital Financial
Additional Information:
Years of Experience:
9 Years
- Fee-Based
- Based on Assets
Fee Structure
Asset Requirement: $250,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Fidelity Invesments
Chris Passarelli
Bull Run Investment Management
Additional Information:
Years of Experience:
10 Years
- Fee-Only
- Flat Fee
Fee Structure
Asset Requirement: $0
- Financial Planning
- Portfolio Management
- Retirement Planning
- Wealth Management
- Money Management
- Risk Management
Financial Services Provided:
Name(s) of Custodian(s):
Charles Schwab
Bryan Beatty
Egan, Berger and Weiner, LLC
Additional Information:
Years of Experience:
31 Years
- Fee-Based
- Based on Assets
Fee Structure
Asset Requirement: $0
Name(s) of Custodian(s):
Pershing
Savant Wealth Management
Additional Information:
Years of Experience:
35 Years
- Fee-Only
- Based on Assets
Fee Structure
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Schwab, TD Ameritrade, Fidelity
Michael Miles
Variplan, LLC
Additional Information:
Years of Experience:
27 Years
- Fee-Only
- Hourly
- Flat Fee
Fee Structure
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Schwab
Diversified, LLC
Additional Information:
- Fee-Based
- Based on Assets
Fee Structure
Asset Requirement: $250,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
SEI, Charles Schwab, Fidelity
Edelman Financial Engines, LLC
Additional Information:
- Fee-Only
- Based on Assets
Fee Structure
Name(s) of Custodian(s):
Charles Schwab and others.
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