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Top Rated Financial Advisors in Ellicott City, 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 Ellicott City, 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 Ellicott City, 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 Ellicott City, 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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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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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.

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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
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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.

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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

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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

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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.

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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.
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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
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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
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MY Wealth Management, Inc.

CFP®, ChFC®
MY Wealth Management, Inc., a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Germantown, Maryland area.

Additional Information:

Years of Experience:
28 Years

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

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

    Name(s) of Custodian(s):
    Charles Schwab and Interactive Brokers

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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.

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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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Erich Imphong

Plotkin Financial Advisors, LLC
CFP®
Erich Imphong, a financial fiduciary, provides financial services to clients in the Chevy Chase, Maryland area. Erich holds a CFP® certification. Erich has over 13 years of experience.

Additional Information:

Years of Experience:
13 Years

    Fee Structure

  • Fee-Based
  • Commissions
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Portfolio Management
  • Retirement Planning
  • Money Management
  • Financial Planning for Individuals
  • Tax Advice and Services
  • Estate Planning & Trusts

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

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Young Park

Victrix Investment Advisors
CFP®
Young Park, a financial fiduciary, provides financial services to clients in the Bethesda, Maryland area. Young holds a CFP® certification. Young has over 20 years of experience.

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $100,000

    Financial Services Provided:

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

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

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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.

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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

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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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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

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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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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.

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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.

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Michael Miles

Variplan, LLC
CFP®
Michael Miles, a financial fiduciary, provides financial services to clients in the Sterling, Virginia area. Michael holds a CFP® certification. Michael has over 24 years of experience.

Additional Information:

Years of Experience:
24 Years

    Fee Structure

  • Fee-Only
  • Hourly
  • Flat Fee

    Financial Services Provided:

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

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

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