Top Rated Financial Advisors in Hunt Valley , Maryland

Telephone: 410-823-0747

Additional Information:

Years of Experience:
20 Years

Fee Structure

Fee-Based

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

Highlander Financial Group

Highlander Financial Group, a financial fiduciary firm, has been a Paladin Registry member since 2021 and provides financial services to clients in the Baltimore, Maryland area.

Baltimore, MD

Telephone: 410-415-5505

https://www.hfgwms.com/

Additional Information:

Years of Experience:
35 Years

Fee Structure

Fee-Based
Flat Fee
Based on Assets

Asset Requirement: $100,000

Financial Services Provided:

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

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.

Ellicott City, MD

Telephone: 443-956-1216

http://dougmiller.nm.com/

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

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.

Bel Air, MD

Telephone: 888-242-6766

https://allworthfinancial.com/

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

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.

Annapolis, MD

Telephone: 410-573-5700

www.scmadvice.com

Additional Information:

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

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: 202-503-4015

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

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.

Bethesda, MD

Telephone: 571-257-1671

Additional Information:

Years of Experience:
11 Years

Fee Structure

Fee-Based

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

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.

Washington, DC

Telephone: 202-942-2899

https://www.ubs.com/us/en/wealth-management.html

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

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.

Vienna, VA

Telephone: 703-506-0843

www.ebwllc.com

Additional Information:

Years of Experience:
31 Years

Fee Structure

Fee-Based
Based on Assets

Asset Requirement: $0

Name(s) of Custodian(s):
Pershing

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.

Tysons Corner, VA

Telephone: 703-251-0156

Additional Information:

Years of Experience:
10 Years

Fee Structure

Fee-Based

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

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.

Alexandria, VA

Telephone: 703-991-1647

Additional Information:

Years of Experience:
11 Years

Fee Structure

Fee-Based

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

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.

Wilmington, DE

Telephone: 302-765-3500

https://diversifiedllc.com

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,

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.

Malvern, PA

Telephone: 800-211-7806

https://investor.vanguard.com/corporate-portal/