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Top Rated Financial Advisors in Hagerstown, 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 Hagerstown, 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 Hagerstown, 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 Hagerstown, 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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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 27 years of experience.
Sterling, VA
Telephone Advisor
Telephone: 800-923-7616
Visit Advisor Website
https://www.variplan.com/

Additional Information:

Years of Experience:
27 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):
Schwab

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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 Ashburn, Virginia area.
Ashburn, VA
Telephone Advisor
Telephone: 877-208-7414
Visit Advisor Website
https://www.edelmanfinancialengines.com/

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

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

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Savant Wealth Management

Savant Wealth Management, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the Vienna, Virginia area.
Vienna, VA
Telephone Advisor
Telephone: 703-288-0500
Visit Advisor Website
https://savantwealth.com/

Additional Information:

Years of Experience:
35 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Financial Services Provided:

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

Name(s) of Custodian(s):
Schwab, TD Ameritrade, Fidelity

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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.
Bethesda, MD
Telephone Advisor
Telephone: 202-503-4015
Visit Advisor Website
http://www.middletonadvisory.com

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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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.
Ellicott City, MD
Telephone Advisor
Telephone: 877-208-7414
Visit Advisor Website
https://www.edelmanfinancialengines.com/

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.
McLean, VA
Telephone Advisor
Telephone: 703-344-6844
Visit Advisor Website
https://www.bullrunim.com/

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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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.
Hunt Valley, MD
Telephone Advisor
Telephone: 410-937-7578
Visit Advisor Website
https://www.prudential.com/advisor/chris-schiesser

Additional Information:

Years of Experience:
11 Years

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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 13 years of experience.
Arlington, VA
Telephone Advisor
Telephone: 202-926-3725
Visit Advisor Website
www.gloverparkwealth.com

Additional Information:

Years of Experience:
13 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

Asset Requirement: $25,000

    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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Facet

Facet , a financial fiduciary firm, has been a Paladin Registry member since 2018 and provides financial services to clients in the Baltimore, Maryland area.
Baltimore, MD
Telephone Advisor
Telephone: 443-376-6222
Visit Advisor Website
https://facetwealth.com/

Additional Information:

    Fee Structure

  • Fee-Only
  • Flat Fee

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Edelman Financial Engines, LLC

Greg Dexheimer, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Harrisburg, Pennsylvania area.
Harrisburg, PA
Telephone Advisor
Telephone: 877-208-7414
Visit Advisor Website
https://www.edelmanfinancialengines.com/

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

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

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Tom Hagigh

EPE Wealth Advisors
Tom Hagigh, a financial fiduciary, provides financial services to clients in the Crownsville, Maryland area. Tom has over 30 years of experience.
Crownsville, MD
Telephone Advisor
Telephone: 410-923-8686
Visit Advisor Website
https://epewealthadvisors.com/

Additional Information:

Years of Experience:
30 Years

    Fee Structure

  • Fee-Based
  • Commissions
  • 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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