In our view, there is only one financial risk: not having the money to do the things you want to do. Our job is to make sure that you can. We build lasting relationships with our clients by gaining a true understanding of what is important to them. Our comprehensive planning and disciplined approach provides integrated solutions to make sure that our clients can successfully achieve their visions.

As a Certified Financial Planner (TM) at Plotkin Financial Advisors, LLC I am in the business of 
making a difference in the lives of clients and their families. I am guided by the core values of 
honesty, integrity, independence, innovation, objectivity and as a fiduciary of clients' 
interests. As an independent firm, we are free to craft financial plans and make recommendations 
that fit our clients best. The services and investments we recommend are based on what is in the 
best interest for our clients and their families. My firm's comprehensive wealth management service is a refined process that helps to define and 
clarify the financial landscape for the clients we serve. Together, we help you and your family 
work towards your financial goals. What - Provide clients with sound advice regarding every aspect of their financial lives. How - I utilize our proprietary Legacy Program method to design a customized wealth management 
plan. Why - I believe comprehensive financial planning is the foundation of achieving your desired 
lifestyle.

At Legacy Capital, we take the time to understand what's truly important to you and we deliver personalized strategies that are consistent with your dreams and values. t's really never too early to begin thinking about leaving a legacy and our experienced team is committed to helping you achieve financial freedom through our highly customized and comprehensive planning approach. We can help you prepare for whatever life brings- both the expected and the unexpected- with personalized advice that is as unique as you are. Working together, we can help you feel more confident, connected and in control of your financial future and we will strive to deliver a thoughtful and distinctive client experience to earn your trust for the long-term.

NTS Bearing is a registered branch of Arete Wealth Management LLC., member FINRA, SIPC & NFA. NTS 
Bearing offers the professional experience and investment knowledge of Mr. Nilos T. Sakellariou, 
CFM, who for over 27 years has helped high net-worth individuals and prominent families achieve 
their financial goals, grow & preserve their wealth and build lasting legacies for their future 
generations and loved ones. Using a private family office model, Mr. Sakellariou manages his firm within the parameters of 
his core principles: trust, knowledge, integrity, discretion and an unwavering focus on overall 
investment results. The firm's emphasis on the private family office model ensures a level of 
service which distinguishes and sets NTS Bearing apart from the standard cookie-cutter mentality 
prevalent at the big-name investment houses. The firm is uniquely positioned to offer customized 
investment strategies tailored to each client's unique circumstance. Mr. Sakellariou's 
proprietary CORE Equity Strategies and Defensive Capital Appreciation Methodology provide unique 
opportunities for those clients who desire more breadth from their investment portfolios. I sincerely invite you to contact us to fully appreciate how my firm can enhance your family's 
financial future.

Middleton Advisory is a fee-only Registered Investment Adviser in Bethesda, MD, founded by David Middleton to begin his private practice. Services are offered in the entire state and surrounding areas, with the ability to take on clients across the country. David's mission is to help clients implement the best possible investment strategies based on their unique needs. After several years of experience at T. Rowe Price, David founded a completely independent firm, with no obligation to any broker-dealer or investment company. This allows Middleton Advisory to completely avoid investments that carry sales loads or commissions. Instead, a variety of low-cost investment funds are used to implement prudent strategies, following the principles of diversification and asset allocation.

Primerica has been committed to helping families save and invest for their futures since 1977. Through PFS Investments Inc., Primerica's broker-dealer, we show people how they can achieve a better financial future by helping them learn our HOW MONEY WORKS&trade; concepts. With approximately 2.5 million client accounts, we offer the best solutions aimed to help families achieve their financial goals. With Primerica, no client is too big or too small.

I take a client-first approach focused on helping my clients navigate through the complex and emotional financial decisions that surround their lives. I concentrate on doing three things for my clients and ask one in return. I help them: - Simplify their financial lives - Generate the necessary returns and income to sustain the lifestyle they desire now and in retirement - Build a legacy for the ones they love and the things they care about. What I ask in return: should my clients have a question on anything financial, I expect to be the first phone call.

Secure Financial Services is an organization serving businesses and individuals for the past 23 years who are striving to enhance their current financial situations, and have a need to prepare for the continuation of capital. Our goal is to assist our clients in determining the most effective way to pursue their financial objectives for accumulating, protecting and distributing assets.
We accomplish this by recommending financial strategies only after an analysis of each client's situation. Professional experience, client service and integrity are SFS priorities. We are committed to a process of ongoing education to maintain the high standards we believe are fundamental to serving the best interest of our clients as we work to help them pursue their financial goals. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC

Scarborough Capital Management was founded on the belief that everyone deserves access to high quality financial advice.
In the late 1980&rsquo;s, many financial firms were focused on serving the wealthy. Scarborough set out to provide something different. We wanted to offer a service that was practical for everyone, not just a small percentage of the population. So we introduced 401(k), 403(b) and Thrift Savings Plan management services to American workers in the heartland.
Soon after, we broadened our scope to offer comprehensive financial planning, so we could help clients simplify their entire financial lives.
Our evolution didn&rsquo;t stop there. Several years later, we saw that our clients were busy and often didn&rsquo;t have time to drive to our offices for meetings. So we were one of the first firms to offer &ldquo;virtual&rdquo; advisory services. This allowed us to begin serving people from coast to coast.
Fast forward to the present day&hellip;while we&rsquo;ve expanded, we&rsquo;ve remained a close-knit team of professional advisors with a lot of shared history. Everyone on our team shares a passion for providing practical advice so you have the best chance of reaching your goals.
Most importantly, we have adhered to our founding beliefs:
<ul>
<li>Financial advice must be practical. We act more like a financial coach instead of old-fashioned &ldquo;stock broker&rdquo;. There&rsquo;s nothing we love more than helping you map out all of your financial goals&hellip;.then helping you work toward them one by one!</li>
</ul>
<ul>
<li>Getting advice must be convenient. You&rsquo;re busy, so we interact with you whichever way you prefer: in person, or by email, phone and online conference.</li>
</ul>
Thirty years later, we now oversee more than $1 billion in assets. We&rsquo;re incredibly honored to serve as a trusted partner for so many individuals and families.

Why We Exist 
As a successful family or entrepreneur, we believe you are in a unique position to make an expressive impact with your money. You can significantly change your life, your children and grand children's lives, and the lives of the people who benefit from your charitable pursuits. You became an entrepreneur because your vision and passion gave you the leverage to make a lasting impact on your world. 
The need for clarity amongst successful families is enormous and affects every aspect of life. The complexities in your life require strategies that are comprehensive yet simple and transparent. This process creates efficiencies by coordinating the component parts in an effort to ensure they are working in concert with each other.

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients. For more information about LPL Financial, visit www.lpl.com. 
*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine June 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report)

Find the best financial advisor in Maryland. Our Financial planners offer a wide range of services including Retirement planning, Estate Planning, Education Planning, and Wealth/Portfolio Management.

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

List of Qualified
Financial Planners in Maryland

Doug Miller J.D.

Northwestern Mutual

Erich Imphong

Plotkin Financial Advisors, LLC

Jake Marcoux

Legacy Capital

Nilos T. Sakellariou

NTS Bearing-Total Wealth Management.

David Middleton

Middleton Advisory

Joseph Cassella

Primerica Advisors

Geoffrey Burroughs

Harbor Investment Advisory

Secure Financial Services

Secure Financial Services, Inc.

Scarborough Capital Management

Scarborough Capital Management

Frequently Asked Questions

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

List of Qualified Financial Planners in Maryland

Northwestern Mutual

Plotkin Financial Advisors, LLC

Legacy Capital

NTS Bearing-Total Wealth Management.

Middleton Advisory

Primerica Advisors

Harbor Investment Advisory

Secure Financial Services, Inc.

Scarborough Capital Management

Frequently Asked Questions

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Popular Articles

List of Qualified
Financial Planners in Maryland

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