Find the right advisors to meet your financial planning needs in Maryland

Financial advisors also known as financial planners are professionals who advise their clients on matters such as personal finance, wealth management, retirement, estate planning, tax planning and much more. They hold expertise in various fields and can assist you whether you’re looking to set up an investment account, a college plan, retirement savings plan or simply have a query about life insurance.

A financial planner can help you navigate your finances to secure your financial future. With his help, you can clear all your doubts, take a call on your present investments that you may have, and design future financial strategies keeping in mind your risk appetite.

To make your job easier, we have compiled a list of top vetted financial planners in Maryland that can fulfill your requirements.

List of Qualified
Financial Planners in Maryland


Doug Miller J.D.

Northwestern Mutual

6011 University Blvd Suite 370

Ellicott City, MD 21043

443 9561216

Connect with Doug

Erich Imphong

Plotkin Financial Advisors, LLC

8401 Connecticut Ave
Suite 400

Chevy Chase, MD 20815

301 9079790

Connect with Erich

Jake Marcoux

Legacy Capital

300 Red Brook Blvd
Suite 320

Owings Mills, MD 21131

240 6432337

Connect with Jake

William Ryon

Ryon Wealth Strategies

1997 Annapolis Exchange Parkway
Suite 300

Annapolis, MD 21401

877 6461186

Connect with William

Nilos T. Sakellariou

NTS Bearing-Total Wealth Management.

61 Cornhill Street

Annapolis, MD 21401

410 2631313

Connect with Nilos

Scott Butera

Butera Wealth Management by LPL Financial

6701 Democracy Blvd Suite 300, Offices 362 & 365

Bethesda, MD 20817

240 8550424

Connect with Scott

David Middleton

Middleton Advisory

3 Bethesda Metro Center
Suite 700

Bethesda, MD 20814

202 5034015

Connect with David

Jonathan Saxon

Edelman Financial Engines, LLC

901 Dulaney Valley Road,
Suite 901

Towson, MD 21204

410 8230592

Connect with Jonathan

Joseph Cassella

Primerica Advisors

5283 Corporate Drive
Suite 204

Frederick, MD 21703

240 5755900

Connect with Joseph

Kevin Colleran

Edelman Financial Engines, LLC

6550 Rock Spring Drive
Suite 510

Bethesda, MD 20817

301 5473169

Connect with Kevin

Seth Gusman

Edelman Financial Engines, LLC

900 Bestgate Road, Suite 407
Suite 250

Annapolis, MD 21401

410 5058466

Connect with Seth

Tom Magyar

Edelman Financial Engines, LLC

12510 Prosperity Drive
Suite 350

Silver Spring, MD 20904

301 5639015

Connect with Tom

Geoffrey Burroughs

Harbor Investment Advisory

2330 W. Joppa Rd

Lutherville, MD 21093

410 6598905

Connect with Geoffrey

Scarborough Capital Management

Scarborough Capital Management

1906 Towne Centre Blvd

Annapolis, MD 21401

410 5735700

Connect with Scarborough

Popular Articles

Interview top quality financial planners who meet your requirements