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Top Rated Financial Advisors in Bel Air, 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 Bel Air, 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 Bel Air, 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 Bel Air, 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.

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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

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Ashley Zephir

Edelman Financial Engines, LLC
CFP®
Ashley Zephir, a financial fiduciary, provides financial services to clients in the Towson, Maryland area. Ashley holds a CFP® certification. Ashley has over 20 years of experience.

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Fee-Based

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

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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
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Ketul Mody

Diamond State Financial Group
CFP®, RICP®
Ketul Mody, a financial fiduciary, provides financial services to clients in the Newark, Delaware area. Ketul holds a CFP®, RICP® certification. Ketul has over 16 years of experience.

Additional Information:

Years of Experience:
16 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
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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.

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Marc Hansen

JPL Asset Management and Planning
CFP®
Marc Hansen, a financial fiduciary, provides financial services to clients in the Wilmington, Delaware area. Marc holds a CFP® certification. Marc has over 20 years of experience.

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Commissions
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Investment Advice & Management

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

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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,

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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
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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
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Kevin Hamel

Edelman Financial Engines, LLC
CFP®, CRPC®
Kevin Hamel, a financial fiduciary, provides financial services to clients in the Bethesda, Maryland area. Kevin holds a CFP®, CRPC® certification. Kevin has over 11 years of experience.

Additional Information:

Years of Experience:
11 Years

    Fee Structure

  • Fee-Based

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

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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.

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Scott Morrello

Edelman Financial Engines, LLC
CFP®, ChFC®
Scott Morrello, a financial fiduciary, provides financial services to clients in the Alexandria, Virginia area. Scott holds a CFP®, ChFC® certification. Scott has over 11 years of experience.

Additional Information:

Years of Experience:
11 Years

    Fee Structure

  • Fee-Based

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

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Frank Barkanic

Edelman Financial Engines, LLC
CFP®, CWS®
Frank Barkanic, a financial fiduciary, provides financial services to clients in the Tysons Corner, Virginia area. Frank holds a CFP®, CWS® certification. Frank has over 10 years of experience.

Additional Information:

Years of Experience:
10 Years

    Fee Structure

  • Fee-Based

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

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Edelman Financial Engines, LLC

Edelman Financial Engines, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2014 and provides financial services to clients in the Plymouth Meeting, Pennsylvania area.

Additional Information:

    Fee Structure

  • Fee-Based

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

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